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McCormick & Company Non-Voting
MKC

964 hedge funds and large institutions have $18.4B invested in McCormick & Company Non-Voting in 2023 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 283 increasing their positions, 393 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $212M | Put options by funds: $98.2M

53% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 58

3% more funds holding

Funds holding: 940 → 964 (+24)

2% more capital invested

Capital invested by funds: $18B → $18.4B (+$405M)

0% more funds holding in top 10

Funds holding in top 10: 12 → 12 (0)

2.05% less ownership

Funds ownership: 86.22% → 84.17% (-2.1%)

28% less repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 393

Holders
964
Holders Change
+24
Holders Change %
+2.55%
% of All Funds
15.14%
Holding in Top 10
12
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.19%
New
89
Increased
283
Reduced
393
Closed
58
Calls
$212M
Puts
$98.2M
Net Calls
+$114M
Net Calls Change
+$114M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$334M
2
Holocene Advisors
Holocene Advisors
New York
+$78.1M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$43.5M
4
Citadel Advisors
Citadel Advisors
Florida
+$40.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$32.2M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$130M
2
Amundi
Amundi
France
-$107M
3
BlackRock
BlackRock
New York
-$86.5M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$81.4M
5
WHG
Westwood Holdings Group
Texas
-$45.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
926
Blue Bell Private Wealth Management
Pennsylvania
$5.41K – – –
CIA
927
Cape Investment Advisory
Georgia
$5.23K – – –
MTIC
928
Missouri Trust & Investment Company
Missouri
$4.71K – – –
APC
929
Aspire Private Capital
North Carolina
$4.54K – – –
WTG
930
West Tower Group
Virginia
$4.36K +$4.42K +50 New
CMP
931
Coston McIsaac & Partners
Maine
$4K – – –
FMP
932
Financial Management Professionals
Texas
$4K – – –
AAP
933
Arax Advisory Partners
Colorado
$3.58K +$3.62K +41 New
LOIM
934
Liberty One Investment Management
Illinois
$2.99K – – –
OC
935
Oakworth Capital
Alabama
$2.79K – – –
WPA
936
West Paces Advisors
Georgia
$2.79K – – –
SIC
937
SJS Investment Consulting
Ohio
$2.79K +$1.06K +12 +60%
ANBT
938
American National Bank & Trust
Texas
$2.62K – – –
TCA
939
Trifecta Capital Advisors
Illinois
$2.27K – – –
FGAM
940
Financial Gravity Asset Management
Texas
$2.02K +$353 +4 +0.9%
TFGT
941
TS Financial Group (TSFG)
Illinois
$2K – – –
KFS
942
Kelly Financial Services
Massachusetts
$1.75K – – –
VWM
943
Valley Wealth Managers
New Jersey
$1.75K – – –
GI
944
Gradient Investments
Minnesota
$1.75K +$1.77K +20 New
DI
945
Disciplined Investments
Oklahoma
$1.66K -$48.3K -547 -97%
EBA
946
Eagle Bay Advisors
New York
$1.4K – – –
UFF
947
USA Financial Formulas
Michigan
$1.4K – – –
IRC
948
Investors Research Corp
Georgia
$1.22K – – –
NRG
949
Nemes Rush Group
Michigan
$1.13K +$1.15K +13 New
BWM
950
BerganKDV Wealth Management
Minnesota
$1.05K – – –
36 37
38
39 40

MKC Hedge Fund Activity: Q2 2023 in Review

964 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q2 2023, worth a combined $18.4B — up 2.2% from $18B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new MKC positions and 58 closed out — a net gain of 31 holders — while 283 added to existing stakes and 393 trimmed.

The largest buyer was Bank of America, adding an estimated $334M. The largest seller was Invesco, cutting an estimated $130M.

  • 964 institutional investors held McCormick & Company Non-Voting (MKC) as of Q2 2023, up from 940 in Q1 2023.
  • Funds reported $18.4B of McCormick & Company Non-Voting stock for Q2 2023, up 2.2% quarter-over-quarter.
  • 89 funds opened new McCormick & Company Non-Voting positions in Q2 2023 and 58 closed out, a net change of +31 holders.
  • The largest McCormick & Company Non-Voting buyer in Q2 2023 was Bank of America, an estimated $334M added.
  • The largest McCormick & Company Non-Voting seller in Q2 2023 was Invesco, an estimated $130M sold.

Based on aggregated 13F filings for Q2 2023.