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McCormick & Company Non-Voting
MKC

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: 943 → 1,010 (+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: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
+$174M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$138M
3
State Street
State Street
Massachusetts
+$86.9M
4
Citadel Advisors
Citadel Advisors
Florida
+$58M
5
SAM
Scopus Asset Management
New York
+$57.7M

Top Sellers

Rank Fund Capital Flow
1
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$649M
2
FIS
Fundsmith Investment Services
Mauritius
-$166M
3
Franklin Resources
Franklin Resources
California
-$78.4M
4
CIP
Champlain Investment Partners
Vermont
-$59M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$51.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFIM
826
Mesirow Financial Investment Management
Illinois
$204K +$193K +2,478 New
CC
827
Callan Capital
California
$204K +$193K +2,476 New
WANY
828
Wealthspire Advisors (New York)
New York
$204K +$193K +2,473 New
EI
829
Ellevest Inc
New York
$202K +$191K +2,452 New
PL
830
Plancorp LLC
Missouri
$201K +$190K +2,443 New
CIA
831
Compass Ion Advisors
Pennsylvania
$201K +$190K +2,440 New
PWM
832
Perigon Wealth Management
California
$200K +$190K +2,434 New
APF
833
Alaska Permanent Fund
Alaska
$200K – – –
CCM
834
Chilton Capital Management
Texas
$197K – – –
Cohen & Steers
835
Cohen & Steers
New York
$190K +$180K +2,308 New
GM
836
GeoWealth Management
Illinois
$183K +$173K +2,218 New
PAM
837
Paradigm Asset Management
New York
$173K – – –
RA
838
Ransom Advisory
Rhode Island
$173K – – –
LS
839
Livforsakringsbolaget Skandia
Sweden
$171K +$133K +1,700 +445%
UFF
840
USA Financial Formulas
Michigan
$170K +$161K +2,060 New
DAM
841
Delta Asset Management
Tennessee
$168K – – –
ADL
842
Asset Dedication LLC
California
$165K – – –
MFC
843
Mechanics Financial Corp
Ohio
$165K – – –
MA
844
MCF Advisors
Kentucky
$160K -$4.99K -64 -3%
EWM
845
Evermay Wealth Management
Virginia
$159K +$27.4K +351 +22%
TFM
846
TFC Financial Management
Massachusetts
$153K +$6.24K +80 +4%
EWA
847
EverSource Wealth Advisors
Alabama
$151K +$7.72K +99 +6%
BTI
848
Blue Trust Inc
Georgia
$148K +$90.7K +1,163 +126%
WPWM
849
Western Pacific Wealth Management
Illinois
$140K +$133K +1,700 New
MPWT
850
MassMutual Private Wealth & Trust
Connecticut
$139K +$1.4K +18 +1%
32 33
34
35 36

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.