McCormick & Company Voting
MKC.V
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.
0.22% more ownership
Funds ownership: 7.11% → 7.33% (+0.22%)
0% more funds holding
Funds holding: 53 → 53 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
CIBC World Markets
New York
|
+$2.67M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$426K |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$131K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.09K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$842 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$328K |
| 2 |
FTDI
First Trust Direct Indexing
Boston,
Massachusetts
|
-$244K |
| 3 |
DP
Dearborn Partners
Chicago,
Illinois
|
-$124K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$75.8K |
| 5 |
CG
Colony Group
Boston,
Massachusetts
|
-$67.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HIA
51
Harbor Investment Advisory
Lutherville,
Maryland
| $13.3K | – | – | – |
|
52
Osaic Holdings
Scottsdale,
Arizona
| $6.31K | – | – | – |
|
|
PCM
53
Penserra Capital Management
Orinda,
California
| $1K | +$421 | +5 | +50% |
|
|
FTDI
54
First Trust Direct Indexing
Boston,
Massachusetts
| – | -$244K | -2,821 | Closed |
|
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.