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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
CIBC World Markets
New York
|
+$1.48M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$317K |
| 3 |
Morgan Stanley
New York
|
+$64.3K |
| 4 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
+$58.3K |
| 5 |
DP
Dearborn Partners
Chicago,
Illinois
|
+$39.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WMS Partners
Towson,
Maryland
|
-$1.26M |
| 2 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$452K |
| 3 |
Rockefeller Capital Management
New York
|
-$384K |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$235K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$223K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIA
51
Harbor Investment Advisory
Lutherville,
Maryland
| $14.5K | – | – | – |
|
52
Osaic Holdings
Scottsdale,
Arizona
| $6.93K | – | – | – |
|
|
FC
53
Financial Consulate
Hunt Valley,
Maryland
| – | -$452K | -5,466 | Closed |
|
|
54
Rockefeller Capital Management
New York
| – | -$384K | -4,621 | Closed |
|
|
DADC
55
D.A. Davidson & Co
Great Falls,
Montana
| – | -$235K | -2,840 | Closed |
|
|
56
Citadel Advisors
Miami,
Florida
| – | -$223K | -2,697 | Closed |
|
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.