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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 %
MAWA
2451
Moss Adams Wealth Advisors
Washington
$420K +$17.8K +60 +4%
LF
2452
LifeSteps Financial
California
$419K +$419K +1,415 New
PI
2453
PineBridge Investments
New York
$419K -$9.63M -32,491 -96%
KIG
2454
Kennedy Investment Group
New Jersey
$419K +$35.6K +120 +9%
TPWA
2455
Twin Peaks Wealth Advisors
California
$418K +$418K +1,411 New
GSWM
2456
Greenup Street Wealth Management
Michigan
$417K
EBA
2457
Eagle Bay Advisors
New York
$417K -$65.8K -222 -14%
AFT
2458
Alpha Family Trust
California
$417K
MC
2459
Montag & Caldwell
Georgia
$416K
CC
2460
Callan Capital
California
$415K +$42.1K +142 +11%
SFA
2461
Source Financial Advisors
New York
$414K -$40.6K -137 -9%
KF
2462
KKM Financial
Illinois
$413K +$413K +1,394 New
KCFA
2463
Key Client Fiduciary Advisors
New Jersey
$413K -$593 -2 -0.1%
WG
2464
Watchman Group
Texas
$412K +$5.93K +20 +1%
BIA
2465
Bigelow Investment Advisors
Maine
$412K
SSA
2466
Schonfeld Strategic Advisors
New York
$412K -$14.6M -49,097 -97%
RW
2467
REDW Wealth
New Mexico
$412K
CAGAS
2468
Capital Advisory Group Advisory Services
Minnesota
$411K
TCBWMS
2469
Texas Capital Bank Wealth Management Services
Texas
$411K +$69.1K +233 +20%
BF
2470
Brogan Financial
Tennessee
$411K -$890 -3 -0.2%
SLG
2471
Stanley-Laman Group
Pennsylvania
$410K -$3.86K -13 -0.9%
CHAM
2472
Clear Harbor Asset Management
Connecticut
$410K +$29.1K +98 +8%
NCM
2473
Northwest Capital Management
Oregon
$410K +$60.5K +204 +17%
CCFM
2474
Clear Creek Financial Management
Washington
$409K -$54.9K -185 -12%
BBA
2475
Braun-Bostich & Associates
Pennsylvania
$409K +$409K +1,381 New