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McCormick & Company Voting

53 hedge funds and large institutions have $97.6M invested in McCormick & Company Voting in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 7.11%7.33% (+0.22%)

0% more funds holding

Funds holding: 5353 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

9% less capital invested

Capital invested by funds: $107M → $97.6M (-$9.87M)

71% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 17

Holders
53
Holders Change
Holders Change %
0%
% 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
5
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$380K
Bank of America
27
Bank of America
North Carolina
$363K
LPL Financial
28
LPL Financial
California
$360K -$29.5K -350 -7%
GI
29
GAMCO Investors
Connecticut
$355K
RG
30
Rathbones Group
United Kingdom
$355K
TBA
31
Tower Bridge Advisors
Pennsylvania
$316K
VCA
32
Verdence Capital Advisors
Maryland
$264K
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$257K
Chevy Chase Trust
34
Chevy Chase Trust
Maryland
$237K
KAS
35
Kestra Advisory Services
Texas
$228K +$1.09K +13 +0.5%
CAM
36
Cresset Asset Management
Illinois
$212K
DWA
37
Delos Wealth Advisors
Texas
$207K
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$156K
William Blair & Company
39
William Blair & Company
Illinois
$153K
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$123K +$131K +1,554 New
UBS Group
41
UBS Group
Switzerland
$122K -$328K -3,901 -72%
CAS
42
Coppell Advisory Solutions
Texas
$35.3K -$19.4K -231 -35%
NA
43
NewEdge Advisors
Louisiana
$32.4K -$1.51K -18 -4%
Wells Fargo
44
Wells Fargo
California
$32.1K -$75.8K -901 -69%
WT
45
Whittier Trust
California
$31.5K
GJIA
46
Glass Jacobson Investment Advisors
Maryland
$26.6K
BCMIO
47
Beacon Capital Management Inc (Ohio)
Ohio
$25.1K
TWC
48
TD Waterhouse Canada
Ontario, Canada
$16.4K
BFPW
49
BOK Financial Private Wealth
Colorado
$14.2K -$19.3K -229 -56%
TRCT
50
Tower Research Capital (TRC)
New York
$13.6K -$6.99K -83 -33%

MKC.V Hedge Fund Activity: Q3 2023 in Review

53 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q3 2023, worth a combined $97.6M — down 9.2% from $107M a quarter earlier.

Fund positioning in MKC.V was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 17 trimmed.

The largest buyer was CIBC World Markets, adding an estimated $2.67M. The largest seller was UBS Group, cutting an estimated $328K.

  • 53 institutional investors held McCormick & Company Voting (MKC.V) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $97.6M of McCormick & Company Voting stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 1 fund opened new McCormick & Company Voting positions in Q3 2023 and 1 closed out, a net change of 0 holders.
  • The largest McCormick & Company Voting buyer in Q3 2023 was CIBC World Markets, an estimated $2.67M added.
  • The largest McCormick & Company Voting seller in Q3 2023 was UBS Group, an estimated $328K sold.

Based on aggregated 13F filings for Q3 2023.