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McCormick & Company Voting
MKC.V

53 hedge funds and large institutions have $107M invested in McCormick & Company Voting in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $101M → $107M (+$6.55M)

0.06% less ownership

Funds ownership: 7.17% → 7.11% (-0.06%)

2% less funds holding

Funds holding: 54 → 53 (-1)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CWM
CIBC World Markets
New York
+$1.48M
2
UBS Group
UBS Group
Switzerland
+$317K
3
Morgan Stanley
Morgan Stanley
New York
+$64.3K
4
CAS
Coppell Advisory Solutions
Texas
+$58.3K
5
DP
Dearborn Partners
Illinois
+$39.7K

Top Sellers

Rank Fund Capital Flow
1
WP
WMS Partners
Maryland
-$1.26M
2
FC
Financial Consulate
Maryland
-$452K
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$384K
4
DADC
D.A. Davidson & Co
Montana
-$235K
5
Citadel Advisors
Citadel Advisors
Florida
-$223K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$471K +$317K +3,592 +194%
LPL Financial
27
LPL Financial
California
$425K -$38.4K -435 -8%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$417K – – –
Bank of America
29
Bank of America
North Carolina
$398K – – –
RG
30
Rathbones Group
United Kingdom
$390K -$8.83K -100 -2%
GI
31
GAMCO Investors
Connecticut
$390K – – –
TBA
32
Tower Bridge Advisors
Pennsylvania
$346K – – –
VCA
33
Verdence Capital Advisors
Maryland
$290K – – –
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$283K – – –
Chevy Chase Trust
35
Chevy Chase Trust
Maryland
$260K – – –
KAS
36
Kestra Advisory Services
Texas
$249K +$1.15K +13 +0.5%
FTDI
37
First Trust Direct Indexing
Massachusetts
$244K +$8.48K +96 +4%
CAM
38
Cresset Asset Management
Illinois
$232K – – –
DWA
39
Delos Wealth Advisors
Texas
$218K – – –
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$171K – – –
William Blair & Company
41
William Blair & Company
Illinois
$168K – – –
Wells Fargo
42
Wells Fargo
California
$113K -$44.1K -499 -28%
CAS
43
Coppell Advisory Solutions
Texas
$59.7K +$58.3K +660 New
NA
44
NewEdge Advisors
Louisiana
$37.2K +$177 +2 +0.5%
BFPW
45
BOK Financial Private Wealth
Colorado
$35.4K +$36.1K +409 New
WT
46
Whittier Trust
California
$34.6K – – –
GJIA
47
Glass Jacobson Investment Advisors
Maryland
$29.2K +$29.8K +337 New
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$27.5K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$22.1K -$2.56K -29 -10%
TWC
50
TD Waterhouse Canada
Ontario, Canada
$21.1K – – –
1
2
3

MKC.V Hedge Fund Activity: Q2 2023 in Review

53 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q2 2023, worth a combined $107M — up 6.5% from $101M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MKC.V and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 9 added.

The largest buyer was CIBC World Markets, adding an estimated $1.48M. The largest seller was WMS Partners, cutting an estimated $1.26M.

  • 53 institutional investors held McCormick & Company Voting (MKC.V) as of Q2 2023, down from 54 in Q1 2023.
  • Funds reported $107M of McCormick & Company Voting stock for Q2 2023, up 6.5% quarter-over-quarter.
  • 3 funds opened new McCormick & Company Voting positions in Q2 2023 and 4 closed out, a net change of -1 holder.
  • The largest McCormick & Company Voting buyer in Q2 2023 was CIBC World Markets, an estimated $1.48M added.
  • The largest McCormick & Company Voting seller in Q2 2023 was WMS Partners, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2023.