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McCormick & Company Voting

60 hedge funds and large institutions have $90.6M invested in McCormick & Company Voting in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

7% more funds holding

Funds holding: 5660 (+4)

4% less capital invested

Capital invested by funds: $94.1M → $90.6M (-$3.49M)

1.11% less ownership

Funds ownership: 8.1%6.99% (-1.1%)

82% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 17

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
3
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$381K -$27.1K -400 -8%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$366K -$6.04K -89 -2%
Bank of America
28
Bank of America
North Carolina
$356K
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$356K -$8.48K -125 -3%
GI
30
GAMCO Investors
Connecticut
$348K
SCTC
31
Sanibel Captiva Trust Company
Florida
$338K
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$319K +$279K +4,116 New
CANC
33
Culbertson A N & Co
Virginia
$312K +$28.5K +420 +12%
RG
34
Rathbones Group
United Kingdom
$310K -$33.9K -500 -11%
TBA
35
Tower Bridge Advisors
Pennsylvania
$310K
WCM
36
Weaver Capital Management
Georgia
$287K +$252K +3,711 New
LPL Financial
37
LPL Financial
California
$280K -$35K -515 -12%
WCM
38
Westend Capital Management
California
$273K +$239K +3,524 New
VCA
39
Verdence Capital Advisors
Maryland
$259K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$253K
Chevy Chase Trust
41
Chevy Chase Trust
Maryland
$229K
KAS
42
Kestra Advisory Services
Texas
$227K +$199K +2,931 New
SSB
43
Sandy Spring Bank
Maryland
$211K
CAM
44
Cresset Asset Management
Illinois
$208K +$182K +2,683 New
DWA
45
Delos Wealth Advisors
Texas
$195K
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$153K
William Blair & Company
47
William Blair & Company
Illinois
$149K
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$66K +$57.8K +852 New
Wells Fargo
49
Wells Fargo
California
$31.7K +$68 +1 +0.2%
WT
50
Whittier Trust
California
$30.9K

MKC.V Hedge Fund Activity: Q1 2024 in Review

60 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2024, worth a combined $90.6M — down 3.7% from $94.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MKC.V positions and 3 closed out — a net gain of 5 holders — while 3 added to existing stakes and 17 trimmed.

The largest buyer was Arbor Investment Advisors, opening a new position worth an estimated $949K. The largest seller was Dearborn Partners, cutting an estimated $7.18M.

  • 60 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2024, up from 56 in Q4 2023.
  • Funds reported $90.6M of McCormick & Company Voting stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 8 funds opened new McCormick & Company Voting positions in Q1 2024 and 3 closed out, a net change of +5 holders.
  • The largest McCormick & Company Voting buyer in Q1 2024 was Arbor Investment Advisors, an estimated $949K added.
  • The largest McCormick & Company Voting seller in Q1 2024 was Dearborn Partners, an estimated $7.18M sold.

Based on aggregated 13F filings for Q1 2024.