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McCormick & Company Voting

44 hedge funds and large institutions have $47.6M invested in McCormick & Company Voting in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

7% more funds holding

Funds holding: 4144 (+3)

0.77% less ownership

Funds ownership: 3.96%3.2% (-0.77%)

24% less capital invested

Capital invested by funds: $62.9M → $47.6M (-$15.3M)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIM
26
Loudon Investment Management
New Hampshire
$418K +$443K +5,155 New
RG
27
Rathbones Group
United Kingdom
$412K -$42.9K -500 -9%
LWA
28
Lowe Wealth Advisors
Maryland
$356K
TBA
29
Tower Bridge Advisors
Pennsylvania
$330K
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$305K +$47.1K +548 +17%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$258K -$137K -1,600 -34%
Chevy Chase Trust
32
Chevy Chase Trust
Maryland
$247K
DADC
33
D.A. Davidson & Co
Montana
$234K
FCH
34
Freestone Capital Holdings
Washington
$210K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$163K
UBS Group
36
UBS Group
Switzerland
$88K +$84.9K +988 +1,283%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$81K +$258 +3 +0.3%
Wells Fargo
38
Wells Fargo
California
$56K +$86 +1 +0.1%
WT
39
Whittier Trust
California
$33K +$34.3K +399 New
BCMIO
40
Beacon Capital Management Inc (Ohio)
Ohio
$26K +$27.3K +318 New
RE
41
RBC Europe
United Kingdom
$22.2K
HIA
42
Harbor Investment Advisory
Maryland
$14K
TRCT
43
Tower Research Capital (TRC)
New York
$10K -$945 -11 -9%
Osaic Holdings
44
Osaic Holdings
Arizona
$6K
WANY
45
Wealthspire Advisors (New York)
New York
-$14.4M -164,096 Closed
RJFSA
46
Raymond James Financial Services Advisors
Florida
-$238K -2,700 Closed

MKC.V Hedge Fund Activity: Q3 2021 in Review

44 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q3 2021, worth a combined $47.6M — down 24% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MKC.V positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $937K. The largest seller was Wealthspire Advisors (New York), exiting entirely with an estimated $14.4M sold.

  • 44 institutional investors held McCormick & Company Voting (MKC.V) as of Q3 2021, up from 41 in Q2 2021.
  • Funds reported $47.6M of McCormick & Company Voting stock for Q3 2021, down 24% quarter-over-quarter.
  • 5 funds opened new McCormick & Company Voting positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest McCormick & Company Voting buyer in Q3 2021 was Brookstone Capital Management, an estimated $937K added.
  • The largest McCormick & Company Voting seller in Q3 2021 was Wealthspire Advisors (New York), an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2021.