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McCormick & Company Non-Voting

1,010 hedge funds and large institutions have $17.7B invested in McCormick & Company Non-Voting in 2024 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 355 increasing their positions, 358 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 52

16% more capital invested

Capital invested by funds: $15.2B → $17.7B (+$2.47B)

7% more funds holding

Funds holding: 9431,010 (+67)

0.12% more ownership

Funds ownership: 85.28%85.4% (+0.12%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 358

34% less call options, than puts

Call options by funds: $98.6M | Put options by funds: $149M

Holders
1,010
Holders Change
+67
Holders Change %
+7.1%
% of All Funds
14.5%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
127
Increased
355
Reduced
358
Closed
52
Calls
$98.6M
Puts
$149M
Net Calls
-$50.6M
Net Calls Change
-$61.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.59B +$16.7M +213,712 +0.7%
BlackRock
2
BlackRock
New York
$1.61B +$13M +166,217 +0.9%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$1.38B
State Street
4
State Street
Massachusetts
$1.26B +$86.9M +1,114,706 +8%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$483M +$4.21M +54,018 +0.9%
DZ Bank
6
DZ Bank
Germany
$463M +$174M +2,233,186 +66%
Franklin Resources
7
Franklin Resources
California
$314M -$78.4M -1,005,881 -21%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$313M -$6.17M -79,222 -2%
Morgan Stanley
9
Morgan Stanley
New York
$275M +$16.9M +216,651 +7%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$263M -$51.7M -662,846 -17%
Northern Trust
11
Northern Trust
Illinois
$260M -$5.35M -68,640 -2%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$249M +$10.1M +129,745 +4%
UBS AM
13
UBS AM
Illinois
$247M +$13.8M +177,567 +6%
CIP
14
Champlain Investment Partners
Vermont
$236M -$59M -756,510 -21%
Norges Bank
15
Norges Bank
Norway
$216M +$23.3M +298,464 +13%
ProShare Advisors
16
ProShare Advisors
Maryland
$199M +$1.87M +23,950 +1%
Invesco
17
Invesco
Georgia
$185M -$13.8M -177,532 -7%
Goldman Sachs
18
Goldman Sachs
New York
$183M -$3.56M -45,653 -2%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$161M +$138M +1,765,310 +945%
Fundsmith LLP
20
Fundsmith LLP
United Kingdom
$142M -$649M -8,320,340 -83%
Legal & General Group
21
Legal & General Group
United Kingdom
$142M -$1.77M -22,657 -1%
Wells Fargo
22
Wells Fargo
California
$141M -$4.48M -57,494 -3%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$130M -$2.17M -27,818 -2%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$127M +$44.3M +568,276 +58%
Charles Schwab
25
Charles Schwab
California
$120M +$2.39M +30,696 +2%

MKC Hedge Fund Activity: Q3 2024 in Review

1,010 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q3 2024, worth a combined $17.7B — up 16% from $15.2B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new MKC positions and 52 closed out — a net gain of 75 holders — while 355 added to existing stakes and 358 trimmed.

The largest buyer was DZ Bank, adding an estimated $174M. The largest seller was Fundsmith LLP, cutting an estimated $649M.

  • 1,010 institutional investors held McCormick & Company Non-Voting (MKC) as of Q3 2024, up from 943 in Q2 2024.
  • Funds reported $17.7B of McCormick & Company Non-Voting stock for Q3 2024, up 16% quarter-over-quarter.
  • 127 funds opened new McCormick & Company Non-Voting positions in Q3 2024 and 52 closed out, a net change of +75 holders.
  • The largest McCormick & Company Non-Voting buyer in Q3 2024 was DZ Bank, an estimated $174M added.
  • The largest McCormick & Company Non-Voting seller in Q3 2024 was Fundsmith LLP, an estimated $649M sold.

Based on aggregated 13F filings for Q3 2024.