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McCormick & Company Non-Voting

1,010 hedge funds and large institutions have $17.7B invested in McCormick & Company Non-Voting in 2024 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 355 increasing their positions, 358 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 52

16% more capital invested

Capital invested by funds: $15.2B → $17.7B (+$2.47B)

7% more funds holding

Funds holding: 9431,010 (+67)

0.12% more ownership

Funds ownership: 85.28%85.4% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 358

34% less call options, than puts

Call options by funds: $98.6M | Put options by funds: $149M

Holders
1,010
Holders Change
+67
Holders Change %
+7.1%
% of All Funds
14.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
127
Increased
355
Reduced
358
Closed
52
Calls
$98.6M
Puts
$149M
Net Calls
-$50.6M
Net Calls Change
-$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
751
LVZ Inc
Michigan
$267K
JGC
752
J. Goldman & Co
New York
$266K +$252K +3,232 New
CIC
753
Crawford Investment Counsel
Georgia
$265K -$4.13K -53 -2%
AIM
754
Aigen Investment Management
New York
$263K +$249K +3,196 New
WG
755
Wealth Group
North Carolina
$261K +$857 +11 +0.3%
OAM
756
Oxford Asset Management
United Kingdom
$261K +$247K +3,171 New
LC
757
Landaas & Company
Wisconsin
$259K
KP
758
Keel Point
Alabama
$259K +$2.57K +33 +1%
RMAM
759
Raab & Moskowitz Asset Management
New Jersey
$256K -$4.52K -58 -2%
BAM
760
Berkshire Asset Management
Pennsylvania
$255K
BWP
761
Barlow Wealth Partners
Kentucky
$254K -$15.6K -200 -6%
Kovitz Investment Group Partners
762
Kovitz Investment Group Partners
Illinois
$254K +$475K +6,096 New
FDS
763
Freedom Day Solutions
Texas
$253K
SIC
764
Shoker Investment Counsel
Ohio
$251K +$1.4K +18 +0.6%
WT
765
Washington Trust
Rhode Island
$250K +$31.2K +400 +15%
SSW
766
Smith Shellnut Wilson
Mississippi
$248K
BLC
767
Brown, Lisle/Cummings
Rhode Island
$248K
FAIM
768
Financial Advocates Investment Management
Washington
$247K -$14.1K -181 -6%
APP
769
Avantax Planning Partners
Iowa
$247K -$15.6K -200 -6%
NRS
770
Neville Rodie & Shaw
New York
$247K
DTC
771
Davidson Trust Company
Washington
$247K
SW
772
Solidarity Wealth
Utah
$247K -$9.66K -124 -4%
FDDB
773
Fidelity D&D Bancorp
Pennsylvania
$247K -$1.56K -20 -0.7%
VA
774
Valmark Advisers
Ohio
$246K -$5.61K -72 -2%
KLI
775
Kelman-Lazarov Inc
Tennessee
$244K -$195K -2,504 -46%

MKC Hedge Fund Activity: Q3 2024 in Review

1,010 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q3 2024, worth a combined $17.7B — up 16% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new MKC positions and 52 closed out — a net gain of 75 holders — while 355 added to existing stakes and 358 trimmed.

The largest buyer was DZ Bank, adding an estimated $174M. The largest seller was Fundsmith LLP, cutting an estimated $649M.

  • 1,010 institutional investors held McCormick & Company Non-Voting (MKC) as of Q3 2024, up from 943 in Q2 2024.
  • Funds reported $17.7B of McCormick & Company Non-Voting stock for Q3 2024, up 16% quarter-over-quarter.
  • 127 funds opened new McCormick & Company Non-Voting positions in Q3 2024 and 52 closed out, a net change of +75 holders.
  • The largest McCormick & Company Non-Voting buyer in Q3 2024 was DZ Bank, an estimated $174M added.
  • The largest McCormick & Company Non-Voting seller in Q3 2024 was Fundsmith LLP, an estimated $649M sold.

Based on aggregated 13F filings for Q3 2024.