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McCormick & Company Non-Voting

946 hedge funds and large institutions have $16.7B invested in McCormick & Company Non-Voting in 2024 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 350 increasing their positions, 347 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more call options, than puts

Call options by funds: $105M | Put options by funds: $78.2M

12% more capital invested

Capital invested by funds: $15B → $16.7B (+$1.75B)

4% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 93

1% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 347

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.46% less ownership

Funds ownership: 86.99%86.53% (-0.46%)

1% less funds holding

Funds holding: 952946 (-6)

Holders
946
Holders Change
-6
Holders Change %
-0.63%
% of All Funds
13.63%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
97
Increased
350
Reduced
347
Closed
93
Calls
$105M
Puts
$78.2M
Net Calls
+$27.2M
Net Calls Change
+$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KLI
601
Kelman-Lazarov Inc
Tennessee
$420K +$544 +8 +0.1%
ASN
602
Advisory Services Network
Georgia
$416K -$98.7K -1,453 -21%
SPC
603
Sigma Planning Corp
Michigan
$415K +$367K +5,397 New
NS
604
NBC Securities
Alabama
$414K -$10.9K -161 -3%
TW
605
TrinityPoint Wealth
Connecticut
$412K -$2.72K -40 -0.7%
CSPAM
606
Cary Street Partners Asset Management
Virginia
$411K
PTCG
607
Pring Turner Capital Group
California
$410K -$340 -5 -0.1%
NHT
608
New Hampshire Trust
New Hampshire
$408K -$35.5K -522 -9%
BP
609
Ballentine Partners
Massachusetts
$407K +$21.3K +313 +6%
JF
610
Jump Financial
Illinois
$407K -$2.21M -32,592 -86%
B
611
Bellecapital
Switzerland
$404K
TFS
612
Thoroughbred Financial Services
Tennessee
$403K -$444K -6,540 -55%
HWA
613
HCR Wealth Advisors
California
$402K +$68 +1 +0%
SW
614
Solidarity Wealth
Utah
$400K
SPA
615
Sherbrooke Park Advisers
New York
$395K +$350K +5,148 New
LIM
616
Leavell Investment Management
Alabama
$393K
TPWA
617
TRUE Private Wealth Advisors
Oregon
$393K +$48K +706 +16%
NIM
618
NEOS Investment Management
Connecticut
$391K +$123K +1,817 +56%
AF
619
Allworth Financial
California
$388K -$293K -4,308 -46%
FCAS
620
First Command Advisory Services
Texas
$388K
KFP
621
KMG Fiduciary Partners
Ohio
$386K -$12.6K -185 -4%
MCM
622
Maple Capital Management
Vermont
$385K -$45.8K -674 -12%
BAM
623
Bayshore Asset Management
Florida
$384K
RPC
624
Rossmore Private Capital
Connecticut
$384K
CIA
625
Concurrent Investment Advisors
Florida
$384K -$181K -2,663 -35%