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McDonald's

3,168 hedge funds and large institutions have $155B invested in McDonald's in 2023 Q4 according to their latest regulatory filings, with 382 funds opening new positions, 1,264 increasing their positions, 1,139 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,168
Holders Change
+189
Holders Change %
+6.34%
% of All Funds
46.44%
Holding in Top 10
107
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.88%
% of All Funds
1.57%
New
382
Increased
1,264
Reduced
1,139
Closed
135
Calls
$2.75B
Puts
$2.7B
Net Calls
+$54.6M
Net Calls Change
-$137M
Name Holding Trade Value Shares
Change
Shares
Change %
SN
2301
Sittner & Nelson
Oregon
$517K -$5.04K -17 -1%
OPPS
2302
Obsidian Personal Planning Solutions
Maryland
$517K +$145K +489 +39%
KWM
2303
KFG Wealth Management
Indiana
$516K -$237K -801 -32%
1WM
2304
1858 Wealth Management
Ohio
$515K +$515K +1,738 New
SBWIC
2305
Schaper Benz & Wise Investment Counsel
Wisconsin
$515K
FAN
2306
Financial Advisors Network
California
$515K +$6.52K +22 +1%
WAM
2307
Weiss Asset Management
Massachusetts
$511K +$511K +1,724 New
RA
2308
Rational Advisors
New York
$509K +$345K +1,164 +211%
GPFA
2309
Game Plan Financial Advisors
Ohio
$508K +$508K +1,713 New
NAG
2310
Northstar Advisory Group
New Jersey
$508K -$2.97K -10 -0.6%
SA
2311
SL Advisors
New Jersey
$507K -$75.3K -254 -13%
KIA
2312
KLR Investment Advisors
Rhode Island
$504K -$40.6K -137 -7%
GI
2313
GAMCO Investors
Connecticut
$504K +$231K +780 +85%
LSV Asset Management
2314
LSV Asset Management
Illinois
$504K
NFA
2315
Northwest Financial Advisors
Virginia
$504K +$504K +1,698 New
DA
2316
Detalus Advisors
Missouri
$503K -$14.8K -50 -3%
FPCG
2317
Fort Pitt Capital Group
Pennsylvania
$503K +$3.26K +11 +0.7%
WH
2318
Willner & Heller
California
$502K +$502K +1,695 New
DWP
2319
Destiny Wealth Partners
Florida
$502K -$84K -288 -14%
FA
2320
Financial Advisors
Massachusetts
$501K +$297 +1 +0.1%
SPA
2321
Sentinel Pension Advisors
Massachusetts
$501K
CFA
2322
Cahill Financial Advisors
Minnesota
$500K +$1.19K +4 +0.2%
PCM
2323
Princeton Capital Management
New Jersey
$500K +$7.41K +25 +2%
UWPG
2324
Ullmann Wealth Partners Group
Florida
$500K +$19.6K +66 +4%
CMA
2325
Cedar Mountain Advisors
Oregon
$499K +$1.78K +6 +0.4%