We are live on ! Find out more
MKC icon

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
DIP
801
Davis Investment Partners
North Carolina
$223K +$212K +2,720 New
BCA
802
Bay Colony Advisors
Massachusetts
$223K +$211K +2,710 New
BCM
803
Birch Capital Management
Texas
$222K
BONH
804
Bank of New Hampshire
New Hampshire
$222K
MFA
805
Mayflower Financial Advisors
Massachusetts
$222K +$210K +2,696 New
BOH
806
Bank of Hawaii
Hawaii
$220K +$209K +2,676 New
SHFA
807
SS&H Financial Advisors
Michigan
$220K +$208K +2,670 New
NSIM
808
North Star Investment Management
Illinois
$218K +$3.12K +40 +2%
TC
809
TwinBeech Capital
New York
$218K +$206K +2,645 New
PG
810
Prostatis Group
Maryland
$217K +$205K +2,631 New
CBTWT
811
Community Bank & Trust (Waco, Texas)
Texas
$214K +$203K +2,600 New
HWMO
812
Heritage Wealth Management (Ohio)
Ohio
$214K -$46.8K -600 -19%
CS
813
Cannell & Spears
New York
$214K +$203K +2,600 New
MIG
814
McGuire Investment Group
Rhode Island
$214K +$203K +2,600 New
EM
815
Excalibur Management
Massachusetts
$213K +$202K +2,590 New
CWM
816
Cornerstone Wealth Management
Missouri
$212K +$200K +2,571 New
NWM
817
Northcape Wealth Management
New York
$212K -$197K -2,522 -50%
OL
818
Optas LLC
Texas
$211K +$200K +2,564 New
CI
819
Cigna Investments
Connecticut
$210K +$199K +2,549 New
EHWM
820
Eads & Heald Wealth Management
Georgia
$209K -$62.4K -800 -24%
BDF
821
Black Diamond Financial
Maryland
$208K +$197K +2,525 New
TSWM
822
Triangle Securities Wealth Management
North Carolina
$207K +$196K +2,510 New
SMA
823
Sage Mountain Advisors
Georgia
$206K +$195K +2,508 New
ST
824
Smithfield Trust
Pennsylvania
$206K
DWM
825
Drive Wealth Management
Utah
$206K +$195K +2,502 New

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.