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McCormick & Company Non-Voting

943 hedge funds and large institutions have $15.2B invested in McCormick & Company Non-Voting in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 328 increasing their positions, 367 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 81

12% more call options, than puts

Call options by funds: $105M | Put options by funds: $93.7M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 946943 (-3)

1.25% less ownership

Funds ownership: 86.53%85.28% (-1.2%)

9% less capital invested

Capital invested by funds: $16.7B → $15.2B (-$1.48B)

11% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 367

Holders
943
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
13.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
93
Increased
328
Reduced
367
Closed
81
Calls
$105M
Puts
$93.7M
Net Calls
+$11.2M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
VSQM
551
V-Square Quantitative Management
Illinois
$557K -$103K -1,415 -15%
Northwestern Mutual Wealth Management
552
Northwestern Mutual Wealth Management
Wisconsin
$553K -$6.04K -83 -1%
PA
553
Pinnacle Associates
New York
$546K +$1.09K +15 +0.2%
HIA
554
Harbor Investment Advisory
Maryland
$545K +$146 +2 +0%
LBC
555
Lowe Brockenbrough & Co
Virginia
$536K -$2.18K -30 -0.4%
MSFS
556
Main Street Financial Solutions
Pennsylvania
$532K -$1.38K -19 -0.3%
BMCM
557
Bryn Mawr Capital Management
Pennsylvania
$532K +$34.6K +476 +7%
HWAM
558
Hennion & Walsh Asset Management
New Jersey
$529K -$337K -4,627 -38%
MGIA
559
Moneta Group Investment Advisors
Missouri
$523K +$5.24K +72 +1%
BFM
560
Boston Financial Management
Massachusetts
$521K -$6.26K -86 -1%
SCM
561
Stevens Capital Management
Pennsylvania
$519K +$533K +7,323 New
SI
562
Symmetry Investments
Jersey
$518K +$531K +7,300 New
NSAM
563
North Star Asset Management
Wisconsin
$517K -$32K -440 -6%
OIC
564
Orion Investment Company
Missouri
$515K +$528K +7,255 New
ABLA
565
Alan B. Lancz & Associates
Ohio
$514K +$528K +7,250 New
Jones Financial Companies
566
Jones Financial Companies
Missouri
$514K +$480K +6,598 +1,029%
SF
567
Summit Financial
New Jersey
$511K +$73.3K +1,007 +16%
PWG
568
Portside Wealth Group
Utah
$505K -$10.8K -149 -2%
NIM
569
NEOS Investment Management
Connecticut
$502K +$145K +1,992 +39%
BIA
570
Bigelow Investment Advisors
Maine
$500K -$801 -11 -0.2%
KCIC
571
Kuhn & Co Investment Counsel
Illinois
$497K -$73 -1 -0%
PFS
572
Physicians Financial Services
North Carolina
$489K +$6.92K +95 +1%
DAM
573
Draper Asset Management
New York
$488K -$75.6K -1,038 -13%
LNWWM
574
Laird Norton Wetherby Wealth Management
California
$488K -$41.6K -572 -8%
FCFC
575
First Commonwealth Financial Corp
Pennsylvania
$482K

MKC Hedge Fund Activity: Q2 2024 in Review

943 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q2 2024, worth a combined $15.2B — down 8.8% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MKC positions and 81 closed out — a net gain of 12 holders — while 328 added to existing stakes and 367 trimmed.

The largest buyer was DZ Bank, adding an estimated $242M. The largest seller was Fundsmith LLP, cutting an estimated $159M.

  • 943 institutional investors held McCormick & Company Non-Voting (MKC) as of Q2 2024, down from 946 in Q1 2024.
  • Funds reported $15.2B of McCormick & Company Non-Voting stock for Q2 2024, down 8.8% quarter-over-quarter.
  • 93 funds opened new McCormick & Company Non-Voting positions in Q2 2024 and 81 closed out, a net change of +12 holders.
  • The largest McCormick & Company Non-Voting buyer in Q2 2024 was DZ Bank, an estimated $242M added.
  • The largest McCormick & Company Non-Voting seller in Q2 2024 was Fundsmith LLP, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2024.