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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 %
NPPM
2376
North Point Portfolio Managers
Ohio
$461K +$29.7K +100 +7%
FAM
2377
Flaharty Asset Management
Florida
$459K
CFS
2378
Commonwealth Financial Services
West Virginia
$457K -$9.79K -33 -2%
HIC
2379
Hartline Investment Corp
Illinois
$457K
BWM
2380
Blossom Wealth Management
California
$456K +$74.4K +251 +20%
CA
2381
Carson Advisory
Georgia
$453K -$9.49K -32 -2%
IDBONY
2382
Israel Discount Bank of New York
New York
$452K -$11K -37 -2%
FNBSF
2383
First National Bank Sioux Falls
South Dakota
$450K
LAS
2384
Lloyd Advisory Services
Georgia
$449K -$671K -2,264 -60%
HIM
2385
Hillsdale Investment Management
Ontario, Canada
$449K +$2.97K +10 +0.7%
WHCI
2386
W.H. Cornerstone Investments
Massachusetts
$448K +$13.9K +47 +3%
OLVIG
2387
Oliver Lagore Vanvalin Investment Group
Michigan
$447K +$2.67K +9 +0.6%
RA
2388
Rise Advisors
New York
$446K +$53.4K +180 +14%
MF
2389
Meridian Financial
Massachusetts
$445K +$59.3K +200 +15%
VFPI
2390
Vantage Financial Partners (Illinois)
Illinois
$445K -$22.2K -75 -5%
BCM
2391
Bienville Capital Management
New York
$445K
HWM
2392
HFG Wealth Management
Texas
$445K +$445K +1,500 New
SC
2393
Shay Capital
New York
$445K +$445K +1,500 New
WIC
2394
Wilkins Investment Counsel
Massachusetts
$445K +$445K +1,500 New
CGA
2395
Crescent Grove Advisors
Illinois
$444K -$4.75K -16 -1%
CFO
2396
CVA Family Office
Colorado
$444K -$1.48K -5 -0.3%
CAM
2397
Concorde Asset Management
Michigan
$443K +$10.7K +36 +2%
PIA
2398
Perennial Investment Advisors
California
$443K -$18.7K -63 -4%
AIFAIM
2399
American Institute for Advanced Investment Management
Arizona
$442K
VH
2400
Visionary Horizons
Tennessee
$441K +$441K +1,488 New