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McCormick & Company Non-Voting

932 hedge funds and large institutions have $16.1B invested in McCormick & Company Non-Voting in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 298 increasing their positions, 365 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $42.3M | Put options by funds: $20.9M

0.64% more ownership

Funds ownership: 84.17%84.81% (+0.64%)

3% less funds holding

Funds holding: 964932 (-32)

12% less capital invested

Capital invested by funds: $18.4B → $16.1B (-$2.28B)

18% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 365

21% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 103

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
932
Holders Change
-32
Holders Change %
-3.32%
% of All Funds
14.79%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
81
Increased
298
Reduced
365
Closed
103
Calls
$42.3M
Puts
$20.9M
Net Calls
+$21.4M
Net Calls Change
-$92.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
301
Avantax Advisory Services
Texas
$2.19M -$164K -1,961 -6%
Cerity Partners
302
Cerity Partners
New York
$2.13M -$548K -6,556 -19%
WA
303
WBH Advisory
Maryland
$2.11M +$1K +12 +0%
WC
304
Westhampton Capital
North Carolina
$2.09M +$2.31M +27,660 New
ESCM
305
Echo Street Capital Management
New York
$2.04M +$1.48M +17,667 +189%
IMPI
306
Ilmarinen Mutual Pension Insurance
Finland
$2.04M +$2.26M +27,000 New
Public Sector Pension Investment Board (PSP Investments)
307
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.04M +$245K +2,928 +12%
ECM
308
Element Capital Management
New York
$2.02M -$438K -5,246 -16%
HHAA
309
Henry H. Armstrong Associates
Pennsylvania
$2.01M -$183K -2,185 -8%
CAPTRUST Financial Advisors
310
CAPTRUST Financial Advisors
North Carolina
$2.01M -$11.8K -141 -0.5%
CYG
311
Clean Yield Group
Vermont
$2.01M -$35.9K -430 -1%
FC
312
FORA Capital
Florida
$2.01M +$2.22M +26,553 New
NA
313
NewEdge Advisors
Louisiana
$1.99M +$101K +1,214 +5%
HFM
314
Hartford Financial Management
Connecticut
$1.97M
SAM
315
Silvercrest Asset Management
New York
$1.96M
LWCFA
316
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.96M -$67.7K -810 -3%
Axa
317
Axa
France
$1.95M +$1.8M +21,515 +505%
BONST
318
Bank of Nova Scotia Trust
Ontario, Canada
$1.94M -$64.2K -769 -3%
JIC
319
Johnson Investment Counsel
Ohio
$1.94M -$41.4K -495 -2%
MC
320
Mathes Company
New York
$1.94M +$64.7K +775 +3%
RSWM
321
Robertson Stephens Wealth Management
California
$1.94M
DAM
322
Diamant Asset Management
Connecticut
$1.91M
SLAM
323
Swiss Life Asset Management
$1.91M -$62.7K -751 -3%
PL
324
Perpetual Ltd
Australia
$1.87M -$185K -2,216 -8%
YIH
325
Y-Intercept (HK)
Hong Kong
$1.86M +$2.05M +24,565 New

MKC Hedge Fund Activity: Q3 2023 in Review

932 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q3 2023, worth a combined $16.1B — down 12% from $18.4B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of MKC and 81 opened new positions — a net loss of 22 holders — while 365 trimmed existing stakes and 298 added.

The largest buyer was Bank of America, adding an estimated $200M. The largest seller was Holocene Advisors, cutting an estimated $72.6M.

  • 932 institutional investors held McCormick & Company Non-Voting (MKC) as of Q3 2023, down from 964 in Q2 2023.
  • Funds reported $16.1B of McCormick & Company Non-Voting stock for Q3 2023, down 12% quarter-over-quarter.
  • 81 funds opened new McCormick & Company Non-Voting positions in Q3 2023 and 103 closed out, a net change of -22 holders.
  • The largest McCormick & Company Non-Voting buyer in Q3 2023 was Bank of America, an estimated $200M added.
  • The largest McCormick & Company Non-Voting seller in Q3 2023 was Holocene Advisors, an estimated $72.6M sold.

Based on aggregated 13F filings for Q3 2023.