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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 %
MIP
2326
Marietta Investment Partners
Wisconsin
$498K +$241K +813 +94%
KCIC
2327
Kuhn & Co Investment Counsel
Illinois
$498K +$498K +1,678 New
CCP
2328
Cassia Capital Partners
North Carolina
$496K +$29.1K +98 +6%
BWA
2329
BlueChip Wealth Advisors
Georgia
$495K +$495K +1,671 New
OFW
2330
Omnia Family Wealth
Florida
$495K
AT
2331
Arvest Trust
Oklahoma
$495K +$100K +338 +25%
RIS
2332
Retirement Income Solutions
Michigan
$493K -$30.8K -104 -6%
PCIG
2333
Partners Capital Investment Group
Massachusetts
$493K +$149K +503 +43%
JBA
2334
Johnson Bixby & Associates
Washington
$491K
EBSAM
2335
Eubel Brady & Suttman Asset Management
Ohio
$491K -$12.1K -41 -2%
AIIMS
2336
Analyst IMS Investment Management Services
Israel
$491K +$491K +1,653 New
VCM
2337
Vivaldi Capital Management
Illinois
$490K +$111K +387 +29%
NPA
2338
Nichols & Pratt Advisers
Massachusetts
$488K
SMWM
2339
Silvia McColl Wealth Management
California
$488K
CWA
2340
CJM Wealth Advisers
Virginia
$487K +$297 +1 +0.1%
RCA
2341
Ranch Capital Advisors
Florida
$486K -$26.4K -89 -5%
VCG
2342
Vantage Consulting Group
Virginia
$486K -$38.3K -129 -7%
BIC
2343
Beach Investment Counsel
Pennsylvania
$485K
CPRC
2344
Consolidated Portfolio Review Corp
New York
$484K +$889 +3 +0.2%
PIAS
2345
PCA Investment Advisory Services
Ohio
$484K +$889 +3 +0.2%
HNWAG
2346
High Net Worth Advisory Group
Florida
$484K
FRM
2347
Fox Run Management
Connecticut
$483K -$1.04M -3,504 -68%
GAB
2348
German American Bancorp
Indiana
$483K +$29.4K +99 +6%
VP
2349
Verum Partners
North Carolina
$483K +$58.4K +197 +14%
SWM
2350
Shelton Wealth Management
Texas
$481K +$481K +1,623 New