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McCormick & Company Voting
MKC.V

52 hedge funds and large institutions have $57.5M invested in McCormick & Company Voting in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $47.6M → $57.5M (+$9.88M)

18% more funds holding

Funds holding: 44 → 52 (+8)

0.15% more ownership

Funds ownership: 3.2% → 3.35% (+0.15%)

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
5
Reduced
14
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$765K
2
WA
WBH Advisory
Maryland
+$725K
3
Brown Advisory
Brown Advisory
Maryland
+$548K
4
FTDI
First Trust Direct Indexing
Massachusetts
+$264K
5
CAM
Cresset Asset Management
Illinois
+$228K

Top Sellers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
-$615K
2
KA
Kintegral Advisory
New York
-$545K
3
CG
Colony Group
Massachusetts
-$230K
4
BCM
Brookstone Capital Management
Illinois
-$68.1K
5
LNC
Lincoln National Corp
Pennsylvania
-$64.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$518K – – –
LIM
27
Loudon Investment Management
New Hampshire
$498K – – –
RG
28
Rathbones Group
United Kingdom
$477K – – –
Bank of America
29
Bank of America
North Carolina
$442K -$57.9K -680 -13%
TBA
30
Tower Bridge Advisors
Pennsylvania
$382K – – –
LWA
31
Lowe Wealth Advisors
Maryland
$365K -$42.6K -500 -12%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$353K – – –
Baird Financial Group
33
Baird Financial Group
Wisconsin
$298K – – –
FTDI
34
First Trust Direct Indexing
Massachusetts
$296K +$264K +3,103 New
Chevy Chase Trust
35
Chevy Chase Trust
Maryland
$286K – – –
FCH
36
Freestone Capital Holdings
Washington
$283K +$36.1K +424 +17%
DADC
37
D.A. Davidson & Co
Montana
$271K – – –
CAM
38
Cresset Asset Management
Illinois
$257K +$228K +2,683 New
BFAG
39
Blackston Financial Advisory Group
Florida
$216K +$192K +2,260 New
RFM
40
Royal Fund Management
Florida
$215K +$192K +2,260 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$189K – – –
William Blair & Company
42
William Blair & Company
Illinois
$183K +$163K +1,920 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$94K – – –
Wells Fargo
44
Wells Fargo
California
$65K -$85 -1 -0.1%
UBS Group
45
UBS Group
Switzerland
$45K -$50.1K -589 -55%
WT
46
Whittier Trust
California
$38K – – –
BCMIO
47
Beacon Capital Management Inc (Ohio)
Ohio
$30K – – –
RE
48
RBC Europe
United Kingdom
$26K – – –
TWC
49
TD Waterhouse Canada
Ontario, Canada
$24.3K +$21.5K +252 New
HIA
50
Harbor Investment Advisory
Maryland
$16K – – –
1
2
3

MKC.V Hedge Fund Activity: Q4 2021 in Review

52 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q4 2021, worth a combined $57.5M — up 21% from $47.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MKC.V positions and 2 closed out — a net gain of 8 holders — while 5 added to existing stakes and 14 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $765K. The largest seller was Truist Financial, cutting an estimated $615K.

  • 52 institutional investors held McCormick & Company Voting (MKC.V) as of Q4 2021, up from 44 in Q3 2021.
  • Funds reported $57.5M of McCormick & Company Voting stock for Q4 2021, up 21% quarter-over-quarter.
  • 10 funds opened new McCormick & Company Voting positions in Q4 2021 and 2 closed out, a net change of +8 holders.
  • The largest McCormick & Company Voting buyer in Q4 2021 was Brinker Capital Investments, an estimated $765K added.
  • The largest McCormick & Company Voting seller in Q4 2021 was Truist Financial, an estimated $615K sold.

Based on aggregated 13F filings for Q4 2021.