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McCormick & Company Non-Voting

943 hedge funds and large institutions have $15.2B invested in McCormick & Company Non-Voting in 2024 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 328 increasing their positions, 367 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 81

12% more call options, than puts

Call options by funds: $105M | Put options by funds: $93.7M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 946943 (-3)

1.25% less ownership

Funds ownership: 86.53%85.28% (-1.2%)

9% less capital invested

Capital invested by funds: $16.7B → $15.2B (-$1.48B)

11% less repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 367

Holders
943
Holders Change
-3
Holders Change %
-0.32%
% of All Funds
13.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
93
Increased
328
Reduced
367
Closed
81
Calls
$105M
Puts
$93.7M
Net Calls
+$11.2M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
851
MV Capital Management
Maryland
$22.6K -$582 -8 -2%
GWSG
852
GPS Wealth Strategies Group
Colorado
$22K +$73 +1 +0.3%
AssetMark Inc
853
AssetMark Inc
California
$20.1K +$3.79K +52 +22%
CA
854
Continuum Advisory
Idaho
$19.6K
LWANC
855
Laurel Wealth Advisors (North Carolina)
North Carolina
$19.3K -$40K -550 -67%
WAG
856
Wiser Advisor Group
Arizona
$17.9K +$146 +2 +0.8%
LI
857
LRI Investments
Florida
$17.8K -$2.4K -33 -12%
AFS
858
Annapolis Financial Services
Maryland
$17.8K +$18.3K +251 New
GIM
859
Gold Investment Management
Alberta, Canada
$17.7K
JFA
860
JNBA Financial Advisors
Minnesota
$17.7K
TSWM
861
Tyler-Stone Wealth Management
Ohio
$17.5K
HI
862
Harbour Investments
Wisconsin
$17.2K -$437 -6 -2%
BIA
863
Bell Investment Advisors
California
$16.7K +$1.24K +17 +8%
RIL
864
Rothschild Investment LLC
Illinois
$16.7K +$14.9K +205 +683%
RA
865
Rise Advisors
New York
$16.6K +$73 +1 +0.4%
VNA
866
Valley National Advisers
Pennsylvania
$16K +$1.09K +15 +7%
CT
867
Colonial Trust
South Carolina
$15.7K +$1.31K +18 +9%
SWM
868
Sugarloaf Wealth Management
Georgia
$15K
VCM
869
Versant Capital Management
Arizona
$14.8K -$4.59K -63 -23%
AWM
870
AllSquare Wealth Management
New York
$14.2K
GIA
871
GHP Investment Advisors
Colorado
$14.2K
TLA
872
Tanglewood Legacy Advisors
Texas
$14.2K
TPCW
873
TD Private Client Wealth
New York
$12.8K +$1.46K +20 +12%
PFA
874
Pathway Financial Advisers
Indiana
$12.2K
TCG
875
Transcendent Capital Group
Oklahoma
$12.1K

MKC Hedge Fund Activity: Q2 2024 in Review

943 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q2 2024, worth a combined $15.2B — down 8.8% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new MKC positions and 81 closed out — a net gain of 12 holders — while 328 added to existing stakes and 367 trimmed.

The largest buyer was DZ Bank, adding an estimated $242M. The largest seller was Fundsmith LLP, cutting an estimated $159M.

  • 943 institutional investors held McCormick & Company Non-Voting (MKC) as of Q2 2024, down from 946 in Q1 2024.
  • Funds reported $15.2B of McCormick & Company Non-Voting stock for Q2 2024, down 8.8% quarter-over-quarter.
  • 93 funds opened new McCormick & Company Non-Voting positions in Q2 2024 and 81 closed out, a net change of +12 holders.
  • The largest McCormick & Company Non-Voting buyer in Q2 2024 was DZ Bank, an estimated $242M added.
  • The largest McCormick & Company Non-Voting seller in Q2 2024 was Fundsmith LLP, an estimated $159M sold.

Based on aggregated 13F filings for Q2 2024.