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McCormick & Company Voting

50 hedge funds and large institutions have $63M invested in McCormick & Company Voting in 2022 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 9 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $60.8M → $63M (+$2.19M)

0.25% less ownership

Funds ownership: 3.42%3.17% (-0.25%)

9% less funds holding

Funds holding: 5550 (-5)

36% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 14

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
50
Holders Change
-5
Holders Change %
-9.09%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
9
Reduced
14
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
Financial Consulate
Maryland
$462K -$20.3K -214 -4%
WANY
27
Wealthspire Advisors (New York)
New York
$440K +$501K +5,298 New
LIM
28
Loudon Investment Management
New Hampshire
$429K
Wells Fargo
29
Wells Fargo
California
$389K -$284K -3,001 -39%
Bank of America
30
Bank of America
North Carolina
$387K +$5.68K +60 +1%
RG
31
Rathbones Group
United Kingdom
$382K -$37.9K -400 -8%
TBA
32
Tower Bridge Advisors
Pennsylvania
$332K
LWA
33
Lowe Wealth Advisors
Maryland
$317K
Baird Financial Group
34
Baird Financial Group
Wisconsin
$260K
FTDI
35
First Trust Direct Indexing
Massachusetts
$249K -$39.4K -416 -12%
Chevy Chase Trust
36
Chevy Chase Trust
Maryland
$249K
FCH
37
Freestone Capital Holdings
Washington
$246K
DADC
38
D.A. Davidson & Co
Montana
$236K
CAM
39
Cresset Asset Management
Illinois
$223K
UBS Group
40
UBS Group
Switzerland
$216K +$182K +1,927 +285%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$164K
William Blair & Company
42
William Blair & Company
Illinois
$161K +$663 +7 +0.4%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$81K
WT
44
Whittier Trust
California
$33K
TRCT
45
Tower Research Capital (TRC)
New York
$29K +$2.93K +31 +10%
BCMIO
46
Beacon Capital Management Inc (Ohio)
Ohio
$26K
RE
47
RBC Europe
United Kingdom
$22K
TWC
48
TD Waterhouse Canada
Ontario, Canada
$20.8K
HIA
49
Harbor Investment Advisory
Maryland
$14K
Osaic Holdings
50
Osaic Holdings
Arizona
$6K

MKC.V Hedge Fund Activity: Q2 2022 in Review

50 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q2 2022, worth a combined $63M — up 3.6% from $60.8M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MKC.V and 1 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 9 added.

The largest buyer was Wealthspire Advisors (New York), opening a new position worth an estimated $501K. The largest seller was Evermay Wealth Management, exiting entirely with an estimated $2.03M sold.

  • 50 institutional investors held McCormick & Company Voting (MKC.V) as of Q2 2022, down from 55 in Q1 2022.
  • Funds reported $63M of McCormick & Company Voting stock for Q2 2022, up 3.6% quarter-over-quarter.
  • 1 fund opened new McCormick & Company Voting positions in Q2 2022 and 6 closed out, a net change of -5 holders.
  • The largest McCormick & Company Voting buyer in Q2 2022 was Wealthspire Advisors (New York), an estimated $501K added.
  • The largest McCormick & Company Voting seller in Q2 2022 was Evermay Wealth Management, an estimated $2.03M sold.

Based on aggregated 13F filings for Q2 2022.