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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 %
QPWM
2401
Quadrant Private Wealth Management
Pennsylvania
$441K +$9.19K +31 +2%
I
2402
INVST
Indiana
$441K +$42.4K +149 +11%
KOC
2403
Koss-Olinger Consulting
Florida
$441K +$30.5K +103 +7%
TAM
2404
Titleist Asset Management
Texas
$440K +$70.6K +238 +19%
FPIS
2405
Financial Planning & Information Services
Wisconsin
$439K -$7.12K -24 -2%
EI
2406
Ellevest Inc
New York
$439K +$14.2K +48 +3%
FOA
2407
Five Oceans Advisors
California
$436K -$62.9K -212 -13%
UFF
2408
USA Financial Formulas
Michigan
$436K +$435K +1,466 +24,433%
CAL
2409
Capital Advisors Ltd
Ohio
$436K -$5.33K -18 -1%
NFW
2410
Noble Family Wealth
Florida
$436K
SSA
2411
Sierra Summit Advisors
Nevada
$436K +$436K +1,470 New
MRWM
2412
ML&R Wealth Management
Texas
$435K -$20.5K -69 -4%
AW
2413
Alaethes Wealth
Nevada
$434K +$3.86K +13 +0.9%
DE
2414
Day & Ennis
Georgia
$434K +$593 +2 +0.1%
SIM
2415
SSI Investment Management
California
$434K -$1.78K -6 -0.4%
SGWM
2416
Sterling Group Wealth Management
California
$433K -$83.6K -282 -16%
SAM
2417
Summit Asset Management
Tennessee
$433K -$4.45K -15 -1%
KIC
2418
Kensington Investment Counsel
California
$432K -$32.3K -109 -7%
UC
2419
Unio Capital
New Jersey
$432K +$29.7K +100 +7%
AWAP
2420
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$432K -$6.23K -21 -1%
VT
2421
Vise Technologies
New York
$431K +$15.7K +53 +4%
CA
2422
CSM Advisors
Pennsylvania
$431K -$29.7K -100 -6%
NRA
2423
NSI Retail Advisors
Pennsylvania
$431K -$29.7K -100 -6%
WIA
2424
World Investment Advisors
California
$431K +$61.7K +208 +17%
PCM
2425
Poehling Capital Management
Wisconsin
$430K +$296 +1 +0.1%