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McCormick & Company Voting
MKC.V

46 hedge funds and large institutions have $91.5M invested in McCormick & Company Voting in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $59.8M → $91.5M (+$31.7M)

2.28% more ownership

Funds ownership: 3.42% → 5.7% (+2.3%)

6% less funds holding

Funds holding: 49 → 46 (-3)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
10
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$34.6M
2
WANY
Wealthspire Advisors (New York)
New York
+$2.66M
3
GI
Gradient Investments
Minnesota
+$452K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$279K
5
IIM
Ipswich Investment Management
Massachusetts
+$253K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$653K
2
KAS
Kestra Advisory Services
Texas
-$528K
3
WP
WMS Partners
Maryland
-$464K
4
California Public Employees Retirement System
California Public Employees Retirement System
California
-$226K
5
UCFA
United Capital Financial Advisors
Texas
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
RG
26
Rathbones Group
United Kingdom
$490K +$13.3K +150 +3%
FC
27
Financial Consulate
Maryland
$442K +$113K +1,267 +34%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$432K – – –
Baird Financial Group
29
Baird Financial Group
Wisconsin
$421K – – –
Bank of America
30
Bank of America
North Carolina
$413K – – –
LWA
31
Lowe Wealth Advisors
Maryland
$385K – – –
TBA
32
Tower Bridge Advisors
Pennsylvania
$356K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$281K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$267K -$77.2K -868 -22%
Chevy Chase Trust
35
Chevy Chase Trust
Maryland
$267K – – –
DADC
36
D.A. Davidson & Co
Montana
$253K – – –
ADBIC
37
A.D. Beadell Investment Counsel
Wisconsin
$222K – – –
RFM
38
Royal Fund Management
Florida
$201K – – –
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$176K – – –
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$87K +$12.4K +140 +17%
Wells Fargo
41
Wells Fargo
California
$61K – – –
UBS Group
42
UBS Group
Switzerland
$34K -$356 -4 -1%
BCMIO
43
Beacon Capital Management Inc (Ohio)
Ohio
$28K – – –
RE
44
RBC Europe
United Kingdom
$24.1K – – –
HIA
45
Harbor Investment Advisory
Maryland
$15K – – –
Osaic Holdings
46
Osaic Holdings
Arizona
$7K – – –
KAS
47
Kestra Advisory Services
Texas
– -$528K -5,602 Closed
UCFA
48
United Capital Financial Advisors
Texas
– -$207K -2,168 Closed
TRCT
49
Tower Research Capital (TRC)
New York
– -$23K -240 Closed
BHWM
50
Bay Harbor Wealth Management
Maryland
– -$6K -60 Closed
1
2

MKC.V Hedge Fund Activity: Q1 2021 in Review

46 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2021, worth a combined $91.5M — up 53% from $59.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MKC.V and 1 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was Royal London Asset Management, opening a new position worth an estimated $34.6M. The largest seller was Raymond James & Associates, cutting an estimated $653K.

  • 46 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2021, down from 49 in Q4 2020.
  • Funds reported $91.5M of McCormick & Company Voting stock for Q1 2021, up 53% quarter-over-quarter.
  • 1 fund opened new McCormick & Company Voting positions in Q1 2021 and 4 closed out, a net change of -3 holders.
  • The largest McCormick & Company Voting buyer in Q1 2021 was Royal London Asset Management, an estimated $34.6M added.
  • The largest McCormick & Company Voting seller in Q1 2021 was Raymond James & Associates, an estimated $653K sold.

Based on aggregated 13F filings for Q1 2021.