We are live on ! Find out more
MKC icon

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
IIA
351
ICW Investment Advisors
Arizona
$1.61M +$61.1K +732 +4%
NICM
352
Neo Ivy Capital Management
New York
$1.59M +$427K +5,117 +32%
EMPI
353
Elo Mutual Pension Insurance
Finland
$1.58M +$25.4K +304 +1%
Schroder Investment Management Group
354
Schroder Investment Management Group
United Kingdom
$1.58M -$19.5K -233 -1%
GC
355
Guggenheim Capital
Illinois
$1.57M -$202K -2,421 -10%
Daiwa Securities Group
356
Daiwa Securities Group
Japan
$1.57M +$101K +1,209 +6%
BHWA
357
Beacon Harbor Wealth Advisors
Virginia
$1.57M +$1.74M +20,814 New
TRCT
358
Tower Research Capital (TRC)
New York
$1.57M +$666K +7,976 +62%
OC
359
Oppenheimer & Co
New York
$1.56M +$33.6K +402 +2%
OPW
360
Oxler Private Wealth
New York
$1.56M +$7.69K +92 +0.4%
SSB
361
Sandy Spring Bank
Maryland
$1.55M -$17.5K -210 -1%
WT
362
Whittier Trust
California
$1.54M +$21.1K +253 +1%
KRS
363
Kentucky Retirement Systems
Kentucky
$1.53M +$5.43K +65 +0.3%
VIG
364
Vienna Insurance Group
Poland
$1.53M +$328K +3,927 +24%
MIM
365
Moseley Investment Management
Florida
$1.51M +$30.1K +360 +2%
SO
366
STRS Ohio
Ohio
$1.5M +$1.66M +19,895 New
CC
367
Centiva Capital
New York
$1.49M +$609K +7,289 +59%
PCM
368
Parsons Capital Management
Rhode Island
$1.49M -$71.9K -861 -4%
SAM
369
Stansberry Asset Management
Texas
$1.48M +$291K +3,483 +22%
CAN
370
Cetera Advisor Networks
California
$1.47M -$104K -1,244 -6%
OPERF
371
Oregon Public Employees Retirement Fund
Oregon
$1.47M -$8.35K -100 -0.5%
MJP
372
Michael J. Puzo
$1.46M
FAF
373
Fjarde Ap-fonden
Sweden
$1.46M -$41.8K -500 -3%
GLA
374
Great Lakes Advisors
Illinois
$1.45M -$228K -2,724 -12%
MSRPS
375
Maryland State Retirement & Pension System
Maryland
$1.45M

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.