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
VCG
1001
Vantage Consulting Group
Virginia
-$202K -2,311 Closed
IPW
1002
Invictus Private Wealth
Colorado
-$202K -2,310 Closed
MWM
1003
Modera Wealth Management
New Jersey
-$202K -2,310 Closed
AAB
1004
ABN AMRO Bank
Netherlands
-$201K -2,293 Closed
Twin Tree Management
1005
Twin Tree Management
Texas
-$125K -1,431 Closed
Bank Julius Baer & Co
1006
Bank Julius Baer & Co
Switzerland
-$98K -1,123 Closed
PIAS
1007
PCA Investment Advisory Services
Ohio
-$75.2K -862 Closed
TCPG
1008
Trivant Custom Portfolio Group
California
-$74.2K -851 Closed
TFP
1009
Tilia Fiduciary Partners
North Carolina
-$71K -814 Closed
FIA
1010
FNY Investment Advisers
New York
-$61K -700 Closed
PI
1011
PineBridge Investments
New York
-$59.8K -685 Closed
CLOS
1012
Compagnie Lombard Odier SCmA
Switzerland
-$46.1K -529 Closed
IGWM
1013
ICA Group Wealth Management
Colorado
-$43.6K -500 Closed
HT
1014
Headlands Technologies
Illinois
-$35.1K -402 Closed
BCM
1015
Bourgeon Capital Management
Connecticut
-$30.5K -350 Closed
EDRH
1016
Edmond de Rothschild Holding
Switzerland
-$30.5K -350 Closed
SSG
1017
Summit Securities Group
New York
-$29K -330 Closed
WP
1018
WealthPLAN Partners
Nebraska
-$22.5K -258 Closed
FA
1019
Fiduciary Alliance
South Carolina
-$21.3K -244 Closed
ODG
1020
O'Dell Group
Ohio
-$17.4K -200 Closed
PFPT
1021
Pinnacle Financial Partners (Tennessee)
Tennessee
-$14K -160 Closed
NC
1022
NewSquare Capital
Pennsylvania
-$13.1K -150 Closed
HS
1023
Horan Securities
United States
-$8.72K -100 Closed
VAG
1024
VisionPoint Advisory Group
Texas
-$8.04K -92 Closed
Loomis, Sayles & Company
1025
Loomis, Sayles & Company
Massachusetts
-$7K -78 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.