We are live on ! Find out more
MKC icon

McCormick & Company Non-Voting

933 hedge funds and large institutions have $17.7B invested in McCormick & Company Non-Voting in 2022 Q4 according to their latest regulatory filings, with 110 funds opening new positions, 324 increasing their positions, 327 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 65

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

15% more capital invested

Capital invested by funds: $15.4B → $17.7B (+$2.3B)

3% more funds holding

Funds holding: 908933 (+25)

0.58% less ownership

Funds ownership: 86.31%85.73% (-0.58%)

1% less repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 327

26% less call options, than puts

Call options by funds: $17.9M | Put options by funds: $24.1M

Holders
933
Holders Change
+25
Holders Change %
+2.75%
% of All Funds
15%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.18%
New
110
Increased
324
Reduced
327
Closed
65
Calls
$17.9M
Puts
$24.1M
Net Calls
-$6.19M
Net Calls Change
-$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Congress Asset Management
Massachusetts
$107M -$7.36M -91,263 -7%
Charles Schwab
27
Charles Schwab
California
$106M +$2.54M +31,562 +3%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$106M -$6.88M -85,295 -6%
PI
29
Putnam Investments
Massachusetts
$103M -$37.2M -461,835 -27%
WJWM
30
Williams Jones Wealth Management
New York
$89.3M -$1.81M -22,415 -2%
Swiss National Bank
31
Swiss National Bank
Switzerland
$84.4M -$5.35M -66,331 -6%
Impax Asset Management Group
32
Impax Asset Management Group
United Kingdom
$81.2M +$24.8M +307,743 +46%
N
33
Nuveen
North Carolina
$81M -$3.42M -42,402 -4%
PAMS
34
Pictet Asset Management (Switzerland)
Switzerland
$79.2M -$1.78M -22,043 -2%
First Trust Advisors
35
First Trust Advisors
Illinois
$77.5M +$2.89M +35,795 +4%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$75.6M +$42.8M +531,067 +139%
WHG
37
Westwood Holdings Group
Texas
$73.6M +$3.65M +45,256 +5%
Bank of America
38
Bank of America
North Carolina
$69.7M +$7.25M +89,979 +12%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$61.3M -$6.41M -79,555 -10%
Deutsche Bank
40
Deutsche Bank
Germany
$59.7M -$2.44M -30,318 -4%
William Blair & Company
41
William Blair & Company
Illinois
$59.6M -$3.19M -39,626 -5%
CS
42
Credit Suisse
Switzerland
$59.2M -$3.65M -45,224 -6%
AAMU
43
AEGON Asset Management (UK)
United Kingdom
$58.8M
BHC
44
Bowen Hanes & Co
Florida
$57.6M +$697K +8,646 +1%
HNB
45
Huntington National Bank
Ohio
$56.7M +$2.53M +31,402 +5%
Natixis Advisors
46
Natixis Advisors
Massachusetts
$54.4M -$7.7M -95,498 -13%
Mawer Investment Management
47
Mawer Investment Management
Alberta, Canada
$54.3M +$6.76M +83,800 +15%
RJA
48
Raymond James & Associates
Florida
$53.8M +$428K +5,306 +0.8%
UBS Group
49
UBS Group
Switzerland
$52.7M +$16.1M +200,020 +46%
Kayne Anderson Rudnick Investment Management
50
Kayne Anderson Rudnick Investment Management
California
$51.4M -$2.75M -34,063 -5%

MKC Hedge Fund Activity: Q4 2022 in Review

933 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q4 2022, worth a combined $17.7B — up 15% from $15.4B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new MKC positions and 65 closed out — a net gain of 45 holders — while 324 added to existing stakes and 327 trimmed.

The largest buyer was State Street, adding an estimated $53.5M. The largest seller was BlackRock, cutting an estimated $115M.

  • 933 institutional investors held McCormick & Company Non-Voting (MKC) as of Q4 2022, up from 908 in Q3 2022.
  • Funds reported $17.7B of McCormick & Company Non-Voting stock for Q4 2022, up 15% quarter-over-quarter.
  • 110 funds opened new McCormick & Company Non-Voting positions in Q4 2022 and 65 closed out, a net change of +45 holders.
  • The largest McCormick & Company Non-Voting buyer in Q4 2022 was State Street, an estimated $53.5M added.
  • The largest McCormick & Company Non-Voting seller in Q4 2022 was BlackRock, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2022.