We are live on ! Find out more
MKC icon

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
DIP
976
Davis Investment Partners
North Carolina
-$238K -2,720 Closed
GP
977
Girard Partners
Pennsylvania
-$233K -2,669 Closed
CWM
978
Congress Wealth Management
Massachusetts
-$227K -2,606 Closed
CS
979
Cannell & Spears
New York
-$227K -2,600 Closed
CBTWT
980
Community Bank & Trust (Waco, Texas)
Texas
-$227K -2,600 Closed
MNBTD
981
Moody National Bank Trust Division
Texas
-$222K -2,547 Closed
GFS
982
GYL Financial Synergies
Connecticut
-$222K -2,546 Closed
CPIG
983
Chicago Partners Investment Group
Illinois
-$225K -2,545 Closed
PRC
984
Pearl River Capital
Michigan
-$221K -2,539 Closed
TSWM
985
Triangle Securities Wealth Management
North Carolina
-$219K -2,510 Closed
BCM
986
Buckhead Capital Management
Georgia
-$218K -2,500 Closed
EFS
987
Essex Financial Services
Connecticut
-$216K -2,479 Closed
BWP
988
BSW Wealth Partners
Colorado
-$210K -2,408 Closed
DI
989
DDFG Inc
California
-$209K -2,400 Closed
NAM
990
NTV Asset Management
West Virginia
-$209K -2,400 Closed
WF
991
WoodTrust Financial
Wisconsin
-$209K -2,400 Closed
IAN
992
Integrated Advisors Network
Texas
-$208K -2,384 Closed
CCG
993
Chatham Capital Group
Georgia
-$207K -2,374 Closed
RWRC
994
R.W. Roge & Company
New York
-$205K -2,354 Closed
FWIA
995
Fort Washington Investment Advisors
Ohio
-$204K -2,341 Closed
NSAM
996
North Star Asset Management
Wisconsin
-$203K -2,326 Closed
STA
997
Summit Trail Advisors
New York
-$203K -2,324 Closed
GA
998
Geller Advisors
New York
-$202K -2,316 Closed
MFA
999
Mayflower Financial Advisors
Massachusetts
-$202K -2,316 Closed
SA
1000
Syntax Advisors
New York
-$202K -2,311 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.