McCormick & Company Voting
MKC.V
56 hedge funds and large institutions have $94.1M invested in McCormick & Company Voting in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
6% more funds holding
Funds holding: 53 → 56 (+3)
0.77% more ownership
Funds ownership: 7.33% → 8.1% (+0.77%)
0% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 11
4% less capital invested
Capital invested by funds: $97.6M → $94.1M (-$3.45M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
CIBC World Markets
New York
|
+$4.77M |
| 2 |
Morgan Stanley
New York
|
+$3.29M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$356K |
| 4 |
GS
GTS Securities
New York
|
+$274K |
| 5 |
CANC
Culbertson A N & Co
Charlottesville,
Virginia
|
+$240K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DP
Dearborn Partners
Chicago,
Illinois
|
-$788K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$228K |
| 3 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$212K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$153K |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$39.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
51
Tower Research Capital (TRC)
New York
| $13.9K | +$2.11K | +32 | +19% |
|
|
BFPW
52
BOK Financial Private Wealth
Denver,
Colorado
| $12.3K | – | – | – |
|
|
HIA
53
Harbor Investment Advisory
Lutherville,
Maryland
| $11.4K | – | – | – |
|
54
Osaic Holdings
Scottsdale,
Arizona
| $4.49K | -$924 | -14 | -18% |
|
|
GI
55
GAMMA Investing
Foster City,
California
| $2.04K | +$1.98K | +30 | New |
|
|
PCM
56
Penserra Capital Management
Orinda,
California
| $1K | – | – | – |
|
|
KAS
57
Kestra Advisory Services
Austin,
Texas
| – | -$228K | -2,892 | Closed |
|
|
CAM
58
Cresset Asset Management
Chicago,
Illinois
| – | -$212K | -2,683 | Closed |
|
MKC.V Hedge Fund Activity: Q4 2023 in Review
56 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q4 2023, worth a combined $94.1M — down 3.5% from $97.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MKC.V positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 11 trimmed.
The largest buyer was CIBC World Markets, adding an estimated $4.77M. The largest seller was Dearborn Partners, cutting an estimated $788K.
- 56 institutional investors held McCormick & Company Voting (MKC.V) as of Q4 2023, up from 53 in Q3 2023.
- Funds reported $94.1M of McCormick & Company Voting stock for Q4 2023, down 3.5% quarter-over-quarter.
- 6 funds opened new McCormick & Company Voting positions in Q4 2023 and 2 closed out, a net change of +4 holders.
- The largest McCormick & Company Voting buyer in Q4 2023 was CIBC World Markets, an estimated $4.77M added.
- The largest McCormick & Company Voting seller in Q4 2023 was Dearborn Partners, an estimated $788K sold.
Based on aggregated 13F filings for Q4 2023.