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McCormick & Company Voting
MKC.V

54 hedge funds and large institutions have $101M invested in McCormick & Company Voting in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 54 → 54 (0)

0.25% less ownership

Funds ownership: 7.43% → 7.17% (-0.25%)

4% less capital invested

Capital invested by funds: $105M → $101M (-$3.87M)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OPS
Orion Portfolio Solutions
Nebraska
+$684K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$352K
3
Citadel Advisors
Citadel Advisors
Florida
+$206K
4
DWA
Delos Wealth Advisors
Texas
+$192K
5
DP
Dearborn Partners
Illinois
+$156K

Top Sellers

Rank Fund Capital Flow
1
KA
Kintegral Advisory
New York
-$4.8M
2
CWM
CIBC World Markets
New York
-$1.28M
3
BlackRock
BlackRock
New York
-$693K
4
LWA
Lowe Wealth Advisors
Maryland
-$271K
5
UBS Group
UBS Group
Switzerland
-$58.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$442K -$15.2K -200 -4%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$398K -$18.7K -245 -5%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$384K +$352K +4,621 New
Bank of America
29
Bank of America
North Carolina
$380K – – –
RG
30
Rathbones Group
United Kingdom
$380K – – –
GI
31
GAMCO Investors
Connecticut
$372K – – –
TBA
32
Tower Bridge Advisors
Pennsylvania
$330K – – –
VCA
33
Verdence Capital Advisors
Maryland
$276K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$270K -$20.6K -270 -8%
Chevy Chase Trust
35
Chevy Chase Trust
Maryland
$248K – – –
KAS
36
Kestra Advisory Services
Texas
$237K +$991 +13 +0.5%
DADC
37
D.A. Davidson & Co
Montana
$235K – – –
FTDI
38
First Trust Direct Indexing
Massachusetts
$225K -$33.2K -436 -14%
Citadel Advisors
39
Citadel Advisors
Florida
$223K +$206K +2,697 New
CAM
40
Cresset Asset Management
Illinois
$222K – – –
DWA
41
Delos Wealth Advisors
Texas
$208K +$192K +2,517 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$164K – – –
William Blair & Company
43
William Blair & Company
Illinois
$160K – – –
UBS Group
44
UBS Group
Switzerland
$153K -$58.9K -773 -29%
Wells Fargo
45
Wells Fargo
California
$149K +$9.45K +124 +7%
NA
46
NewEdge Advisors
Louisiana
$35.3K +$152 +2 +0.5%
WT
47
Whittier Trust
California
$33K – – –
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$26.3K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$24K +$20.4K +268 +1,675%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$21K – – –
1
2
3

MKC.V Hedge Fund Activity: Q1 2023 in Review

54 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2023, worth a combined $101M — down 3.7% from $105M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MKC.V positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 13 trimmed.

The largest buyer was Orion Portfolio Solutions, opening a new position worth an estimated $684K. The largest seller was Kintegral Advisory, exiting entirely with an estimated $4.8M sold.

  • 54 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $101M of McCormick & Company Voting stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 6 funds opened new McCormick & Company Voting positions in Q1 2023 and 5 closed out, a net change of +1 holder.
  • The largest McCormick & Company Voting buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $684K added.
  • The largest McCormick & Company Voting seller in Q1 2023 was Kintegral Advisory, an estimated $4.8M sold.

Based on aggregated 13F filings for Q1 2023.