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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
CC
676
Cipher Capital
New York
$293K +$323K +3,867 New
SCA
677
Snowden Capital Advisors
New York
$291K -$166K -1,984 -34%
CI Investments Inc
678
CI Investments Inc
Ontario, Canada
$290K +$9.27K +111 +3%
CPA
679
Court Place Advisors
Maryland
$287K
FAIM
680
Financial Advocates Investment Management
Washington
$287K +$835 +10 +0.3%
MMA
681
Miracle Mile Advisors
California
$285K -$8.35K -100 -3%
CA
682
Cornerstone Advisory
Maryland
$281K -$24.1K -288 -7%
EI
683
Ellevest Inc
New York
$281K -$71.6K -857 -19%
KCM
684
Kanawha Capital Management
Virginia
$277K
Luther King Capital Management (LKCM)
685
Luther King Capital Management (LKCM)
Texas
$275K +$17.5K +209 +6%
KPWS
686
Kestra Private Wealth Services
Texas
$275K +$304K +3,639 New
GAM
687
Grandview Asset Management
Pennsylvania
$275K +$303K +3,631 New
FMAEN1
688
Fund Management at Engine No 1
California
$272K +$27.1K +324 +10%
BC
689
Burney Company
Virginia
$271K
SFA
690
Sequoia Financial Advisors
Ohio
$269K +$501 +6 +0.2%
BC
691
Bridgefront Capital
Texas
$267K +$295K +3,535 New
BFA
692
Beaumont Financial Advisors
Massachusetts
$267K -$1.42K -17 -0.5%
HI
693
Horizon Investments
North Carolina
$264K +$4.01K +48 +1%
FIM
694
Freedom Investment Management
Connecticut
$263K -$15.2K -182 -5%
WIM
695
WealthPlan Investment Management
Nebraska
$262K
GW
696
GW & Wade
Massachusetts
$261K +$24.1K +289 +9%
SW
697
SlateStone Wealth
Florida
$259K +$286K +3,429 New
BFA
698
Brown Financial Advisory
Alabama
$256K
WANY
699
Wealthspire Advisors (New York)
New York
$253K +$78K +934 +39%
EFH
700
Eaton Financial Holdings
Florida
$253K +$280K +3,350 New

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.