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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
MCM
626
Manchester Capital Management
Vermont
$362K -$89.1K -1,066 -18%
EHWM
627
Eads & Heald Wealth Management
Georgia
$361K
FFS
628
Founders Financial Securities
Maryland
$357K +$167 +2 +0%
BB
629
Berkshire Bank
Massachusetts
$356K -$12.9K -154 -3%
OP
630
ORG Partners
Indiana
$355K -$34.3K -411 -8%
IA
631
IFG Advisory
Georgia
$354K +$391K +4,683 New
CWM
632
Connecticut Wealth Management
Connecticut
$354K
MCC
633
Malaga Cove Capital
California
$352K +$113K +1,349 +41%
GL
634
Graypoint LLC
New York
$351K -$77.1K -923 -17%
CIC
635
Crawford Investment Counsel
Georgia
$350K -$18.4K -220 -5%
SFG
636
Sovereign Financial Group
Connecticut
$350K -$4.34K -52 -1%
BRWA
637
B. Riley Wealth Advisors
Florida
$349K -$11.6K -139 -3%
SW
638
SVB Wealth
Massachusetts
$349K +$919 +11 +0.2%
SF
639
Synovus Financial
Georgia
$347K -$10.8K -129 -3%
LC
640
Lincoln Capital
Nebraska
$345K +$167 +2 +0%
RMAM
641
Raab & Moskowitz Asset Management
New Jersey
$344K -$24.4K -292 -6%
HWA
642
HCR Wealth Advisors
California
$344K -$89K -1,065 -19%
WTB
643
Washington Trust Bank
Washington
$336K
CAM
644
Covenant Asset Management
New Jersey
$335K
AM
645
AGF Management
Ontario, Canada
$334K +$369K +4,420 New
SA
646
SL Advisors
New Jersey
$334K
BFAG
647
Blackston Financial Advisory Group
Florida
$333K
CTC
648
Central Trust Company
Missouri
$329K
LC
649
LCNB Corp
Ohio
$329K
CCIA
650
Cherry Creek Investment Advisors
Colorado
$328K +$1.59K +19 +0.4%

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.