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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$684K |
| 2 |
Rockefeller Capital Management
New York
|
+$352K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$206K |
| 4 |
DWA
Delos Wealth Advisors
Dallas,
Texas
|
+$192K |
| 5 |
DP
Dearborn Partners
Chicago,
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
New York
|
-$693K |
| 4 |
LWA
Lowe Wealth Advisors
Columbia,
Maryland
|
-$271K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$58.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIA
51
Harbor Investment Advisory
Lutherville,
Maryland
| $13.9K | – | – | – |
|
52
Osaic Holdings
Scottsdale,
Arizona
| $6.61K | – | – | – |
|
53
Commonwealth Equity Services
Waltham,
Massachusetts
| $2.48K | – | – | – |
|
|
KA
54
Kintegral Advisory
New York
| – | -$4.8M | -57,614 | Closed |
|
|
55
BlackRock
New York
| – | -$693K | -8,430 | Closed |
|
|
LWA
56
Lowe Wealth Advisors
Columbia,
Maryland
| – | -$271K | -3,300 | Closed |
|
|
CAS
57
Coppell Advisory Solutions
Coppell,
Texas
| – | -$35.3K | -429 | Closed |
|
|
CASC
58
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$35.3K | -429 | Closed |
|
|
PCM
59
Penserra Capital Management
Orinda,
California
| – | +$762 | +10 | New |
|
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.