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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
CA
926
Crewe Advisors
Utah
$454
SPWM
927
Spartan Planning & Wealth Management
North Carolina
$454 +$501 +6 New
TWD
928
True Wealth Design
Ohio
$379
SWA
929
SOA Wealth Advisors
New York
$303
WA
930
WestEnd Advisors
North Carolina
$303 +$334 +4 New
M
931
MOTCO
Texas
$76
CCP
932
Carmel Capital Partners
California
$76 +$84 +1 New
EWP
933
Elevation Wealth Partners
California
$23
Marshall Wace
934
Marshall Wace
United Kingdom
-$11.4M -130,612 Closed
AP
935
Advisors Preferred
Maryland
-$5.21M -59,103 Closed
WorldQuant Millennium Advisors
936
WorldQuant Millennium Advisors
New York
-$3.77M -43,204 Closed
BC
937
Brookfield Corp
Ontario, Canada
-$3.11M -35,659 Closed
LFS
938
Legacy Financial Strategies
Kansas
-$2.39M -27,345 Closed
BFW
939
Brady Family Wealth
Missouri
-$2.14M -24,488 Closed
WMSA
940
Weiss Multi-Strategy Advisers
New York
-$2.09M -24,000 Closed
ACM
941
Aquatic Capital Management
Illinois
-$1.82M -20,900 Closed
CIAS
942
CFS Investment Advisory Services
New Jersey
-$1.64M -18,741 Closed
IFU
943
iSAM Funds (UK)
United Kingdom
-$1.61M -18,443 Closed
QCM
944
Qsemble Capital Management
New York
-$1.54M -17,700 Closed
V
945
Veritable
Delaware
-$1.53M -17,502 Closed
VAS
946
Vestmark Advisory Solutions
Massachusetts
-$1.42M -16,264 Closed
Hudson Bay Capital Management
947
Hudson Bay Capital Management
Connecticut
-$1.42M -16,246 Closed
AAF
948
Andra AP-fonden
Sweden
-$1.33M -15,200 Closed
GS
949
GTS Securities
New York
-$1.26M -15,051 Closed
WAM
950
Weiss Asset Management
Massachusetts
-$1.16M -13,300 Closed

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.