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McCormick & Company Voting
MKC.V

54 hedge funds and large institutions have $105M invested in McCormick & Company Voting in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more capital invested

Capital invested by funds: $41.4M → $105M (+$63.3M)

13% more funds holding

Funds holding: 48 → 54 (+6)

4.25% more ownership

Funds ownership: 3.17% → 7.43% (+4.3%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
8
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DP
Dearborn Partners
Illinois
+$41.2M
2
Brown Advisory
Brown Advisory
Maryland
+$12.9M
3
KA
Kintegral Advisory
New York
+$4.13M
4
CWM
CIBC World Markets
New York
+$2.09M
5
Cerity Partners
Cerity Partners
New York
+$820K

Top Sellers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$158K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$53.9K
3
LPL Financial
LPL Financial
California
-$26.9K
4
UBS Group
UBS Group
Switzerland
-$14K
5
BCM
Brookstone Capital Management
Illinois
-$12.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
26
Wealthspire Advisors (New York)
New York
$435K – – –
Baird Financial Group
27
Baird Financial Group
Wisconsin
$416K +$158K +1,934 +62%
Bank of America
28
Bank of America
North Carolina
$378K – – –
RG
29
Rathbones Group
United Kingdom
$378K – – –
GI
30
GAMCO Investors
Connecticut
$370K – – –
TBA
31
Tower Bridge Advisors
Pennsylvania
$329K – – –
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$290K +$6.86K +84 +2%
VCA
33
Verdence Capital Advisors
Maryland
$275K – – –
LWA
34
Lowe Wealth Advisors
Maryland
$271K – – –
FTDI
35
First Trust Direct Indexing
Massachusetts
$260K +$14.4K +177 +6%
Chevy Chase Trust
36
Chevy Chase Trust
Maryland
$247K – – –
KAS
37
Kestra Advisory Services
Texas
$234K +$233K +2,853 New
DADC
38
D.A. Davidson & Co
Montana
$233K – – –
CAM
39
Cresset Asset Management
Illinois
$222K +$219K +2,683 New
UBS Group
40
UBS Group
Switzerland
$216K -$14K -172 -6%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$163K – – –
William Blair & Company
42
William Blair & Company
Illinois
$160K – – –
Wells Fargo
43
Wells Fargo
California
$138K +$82 +1 +0.1%
CAS
44
Coppell Advisory Solutions
Texas
$35.3K +$35K +429 New
CASC
45
Coppell Advisory Solutions Corp
Texas
$35.3K +$35K +429 New
WT
46
Whittier Trust
California
$32.8K – – –
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$27.7K +$27.5K +337 New
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$26.1K – – –
TWC
49
TD Waterhouse Canada
Ontario, Canada
$20.4K – – –
HIA
50
Harbor Investment Advisory
Maryland
$13.8K – – –
1
2
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MKC.V Hedge Fund Activity: Q4 2022 in Review

54 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q4 2022, worth a combined $105M — up 153% from $41.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MKC.V positions and 0 closed out — a net gain of 9 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Dearborn Partners, opening a new position worth an estimated $41.2M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $158K.

  • 54 institutional investors held McCormick & Company Voting (MKC.V) as of Q4 2022, up from 48 in Q3 2022.
  • Funds reported $105M of McCormick & Company Voting stock for Q4 2022, up 153% quarter-over-quarter.
  • 9 funds opened new McCormick & Company Voting positions in Q4 2022 and 0 closed out, a net change of +9 holders.
  • The largest McCormick & Company Voting buyer in Q4 2022 was Dearborn Partners, an estimated $41.2M added.
  • The largest McCormick & Company Voting seller in Q4 2022 was Cambridge Investment Research Advisors, an estimated $158K sold.

Based on aggregated 13F filings for Q4 2022.