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McCormick & Company Non-Voting

1,010 hedge funds and large institutions have $17.7B invested in McCormick & Company Non-Voting in 2024 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 355 increasing their positions, 358 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 52

16% more capital invested

Capital invested by funds: $15.2B → $17.7B (+$2.47B)

7% more funds holding

Funds holding: 9431,010 (+67)

0.12% more ownership

Funds ownership: 85.28%85.4% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 358

34% less call options, than puts

Call options by funds: $98.6M | Put options by funds: $149M

Holders
1,010
Holders Change
+67
Holders Change %
+7.1%
% of All Funds
14.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
127
Increased
355
Reduced
358
Closed
52
Calls
$98.6M
Puts
$149M
Net Calls
-$50.6M
Net Calls Change
-$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWA
351
Beacon Harbor Wealth Advisors
Virginia
$2.13M -$2.01M -25,800 -50%
AAS
352
Avantax Advisory Services
Texas
$2.11M +$39.6K +508 +2%
WA
353
WBH Advisory
Maryland
$2.09M -$17.3K -222 -0.9%
T
354
TOBAM
France
$2.08M -$650K -8,341 -25%
TBA
355
Tower Bridge Advisors
Pennsylvania
$2.07M +$161K +2,067 +9%
RA
356
RFG Advisory
Alabama
$2.06M +$84.6K +1,086 +5%
RSWM
357
Robertson Stephens Wealth Management
California
$2.06M +$17.5K +225 +0.9%
PIM
358
Penobscot Investment Management
Massachusetts
$2.03M -$129K -1,660 -6%
NA
359
NewEdge Advisors
Louisiana
$2.03M -$24.2K -311 -1%
NME
360
Notis-McConarty Edward
$2.02M +$1.06M +13,643 +125%
VPIM
361
Vanguard Personalized Indexing Management
California
$2M +$267K +3,421 +16%
UM
362
UniSuper Management
Australia
$1.99M -$54.8K -703 -3%
FTIS
363
First Trust Investment Solutions
Florida
$1.99M -$453K -5,808 -19%
Pacer Advisors
364
Pacer Advisors
Pennsylvania
$1.99M -$47K -603 -2%
DAM
365
Diamant Asset Management
Connecticut
$1.96M
BCV
366
Banque Cantonale Vaudoise
Switzerland
$1.95M -$770K -9,876 -29%
MFGM
367
Marshall Financial Group (Maryland)
Maryland
$1.93M
QC
368
Quadrature Capital
United Kingdom
$1.92M +$1.82M +23,377 New
IIM
369
Ipswich Investment Management
Massachusetts
$1.92M -$123K -1,582 -6%
DDC
370
DF Dent & Co
Maryland
$1.91M
GF
371
Gries Financial
Ohio
$1.9M -$394K -5,056 -18%
HHAA
372
Henry H. Armstrong Associates
Pennsylvania
$1.89M
TCOO
373
Trust Company of Oklahoma
Oklahoma
$1.88M -$26.9K -345 -1%
IIA
374
ICW Investment Advisors
Arizona
$1.88M +$14.3K +183 +0.8%
SPIA
375
Steward Partners Investment Advisory
New York
$1.87M +$27.4K +351 +2%

MKC Hedge Fund Activity: Q3 2024 in Review

1,010 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q3 2024, worth a combined $17.7B — up 16% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new MKC positions and 52 closed out — a net gain of 75 holders — while 355 added to existing stakes and 358 trimmed.

The largest buyer was DZ Bank, adding an estimated $174M. The largest seller was Fundsmith LLP, cutting an estimated $649M.

  • 1,010 institutional investors held McCormick & Company Non-Voting (MKC) as of Q3 2024, up from 943 in Q2 2024.
  • Funds reported $17.7B of McCormick & Company Non-Voting stock for Q3 2024, up 16% quarter-over-quarter.
  • 127 funds opened new McCormick & Company Non-Voting positions in Q3 2024 and 52 closed out, a net change of +75 holders.
  • The largest McCormick & Company Non-Voting buyer in Q3 2024 was DZ Bank, an estimated $174M added.
  • The largest McCormick & Company Non-Voting seller in Q3 2024 was Fundsmith LLP, an estimated $649M sold.

Based on aggregated 13F filings for Q3 2024.