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McCormick & Company Voting
MKC.V

55 hedge funds and large institutions have $60.8M invested in McCormick & Company Voting in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 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

6% more capital invested

Capital invested by funds: $57.5M → $60.8M (+$3.38M)

6% more funds holding

Funds holding: 52 → 55 (+3)

0.07% more ownership

Funds ownership: 3.35% → 3.42% (+0.07%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$685K
2
KFS
Kurt F. Somerville
+$196K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$121K
4
Morgan Stanley
Morgan Stanley
New York
+$48.9K
5
Brown Advisory
Brown Advisory
Maryland
+$39.1K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$313K
2
BFAG
Blackston Financial Advisory Group
Florida
-$216K
3
CG
Colony Group
Massachusetts
-$39.1K
4
WP
WMS Partners
Maryland
-$34.2K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$19.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
26
Financial Consulate
Maryland
$578K – – –
RJA
27
Raymond James & Associates
Florida
$543K – – –
LIM
28
Loudon Investment Management
New Hampshire
$514K – – –
RG
29
Rathbones Group
United Kingdom
$500K – – –
Bank of America
30
Bank of America
North Carolina
$460K -$2.93K -30 -0.6%
TBA
31
Tower Bridge Advisors
Pennsylvania
$400K – – –
LWA
32
Lowe Wealth Advisors
Maryland
$382K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$370K – – –
FTDI
34
First Trust Direct Indexing
Massachusetts
$342K +$30.7K +314 +10%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$313K – – –
Chevy Chase Trust
36
Chevy Chase Trust
Maryland
$300K – – –
FCH
37
Freestone Capital Holdings
Washington
$297K – – –
DADC
38
D.A. Davidson & Co
Montana
$284K – – –
CAM
39
Cresset Asset Management
Illinois
$268K – – –
RFM
40
Royal Fund Management
Florida
$226K – – –
KFS
41
Kurt F. Somerville
$200K +$196K +2,000 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$198K – – –
William Blair & Company
43
William Blair & Company
Illinois
$193K +$685 +7 +0.4%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$98K – – –
UBS Group
45
UBS Group
Switzerland
$68K +$19.7K +201 +42%
WT
46
Whittier Trust
California
$40K – – –
BCMIO
47
Beacon Capital Management Inc (Ohio)
Ohio
$32K – – –
TRCT
48
Tower Research Capital (TRC)
New York
$32K +$31.7K +324 New
PFS
49
Prospera Financial Services
Texas
$31K +$30.2K +309 New
RE
50
RBC Europe
United Kingdom
$27K – – –
1
2
3

MKC.V Hedge Fund Activity: Q1 2022 in Review

55 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2022, worth a combined $60.8M — up 5.9% from $57.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MKC.V positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $685K. The largest seller was Commonwealth Equity Services, cutting an estimated $313K.

  • 55 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2022, up from 52 in Q4 2021.
  • Funds reported $60.8M of McCormick & Company Voting stock for Q1 2022, up 5.9% quarter-over-quarter.
  • 5 funds opened new McCormick & Company Voting positions in Q1 2022 and 2 closed out, a net change of +3 holders.
  • The largest McCormick & Company Voting buyer in Q1 2022 was Wells Fargo, an estimated $685K added.
  • The largest McCormick & Company Voting seller in Q1 2022 was Commonwealth Equity Services, an estimated $313K sold.

Based on aggregated 13F filings for Q1 2022.