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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
Simplex Trading
826
Simplex Trading
Illinois
$39K -$1.59M -18,989 -97%
KFP
827
KB Financial Partners
New Jersey
$39K -$6.1K -73 -12%
AWM
828
Atticus Wealth Management
Florida
$37.8K
SCA
829
Stonebridge Capital Advisors
Minnesota
$37.8K
PTC
830
Private Trust Company
Ohio
$37.1K -$2.09K -25 -5%
ACM
831
Antonetti Capital Management
Florida
$34K
HFM
832
Harvest Fund Management
China
$34K
FP
833
Financial Perspectives
Minnesota
$33.5K +$3.59K +43 +11%
AIM
834
Anchor Investment Management
South Carolina
$32.3K -$33.4K -400 -48%
FRA
835
Front Row Advisors
California
$29.2K
LS
836
Livforsakringsbolaget Skandia
Sweden
$28.9K
Legacy Financial Group (Iowa)
837
Legacy Financial Group (Iowa)
Iowa
$28.6K +$31.6K +378 New
TFM
838
TFC Financial Management
Massachusetts
$28.3K -$418 -5 -1%
GWSG
839
GPS Wealth Strategies Group
Colorado
$28K +$84 +1 +0.3%
PO
840
Private Ocean
California
$27.4K
BFPW
841
BOK Financial Private Wealth
Colorado
$27.2K
WPWM
842
Western Pacific Wealth Management
Illinois
$25.7K
KFI
843
Key Financial Inc
Pennsylvania
$24.8K +$919 +11 +3%
PB
844
Pinnacle Bancorp
Nebraska
$24.6K
SC
845
SouthState Corp
Florida
$24.5K
OIAM
846
OFI Invest Asset Management
France
$24.4K +$28.6K +342 New
BAAM
847
Baker Avenue Asset Management
California
$23.2K +$167 +2 +0.7%
APC
848
Aspire Private Capital
North Carolina
$22.7K +$20.7K +248 +477%
FWM
849
Focused Wealth Management
New York
$22.3K +$84 +1 +0.3%
CAL
850
Capital Advisors Ltd
Ohio
$22K

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.