McCormick & Company Voting
MKC.V
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.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
7% more funds holding
Funds holding: 56 → 60 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Arbor Investment Advisors
Winston Salem,
North Carolina
|
+$949K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$279K |
| 3 |
WCM
Weaver Capital Management
Suwanee,
Georgia
|
+$252K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$199K |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DP
Dearborn Partners
Chicago,
Illinois
|
-$7.18M |
| 2 |
CWM
CIBC World Markets
New York
|
-$4.4M |
| 3 |
Morgan Stanley
New York
|
-$3.16M |
| 4 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$640K |
| 5 |
IIM
Ipswich Investment Management
Beverly,
Massachusetts
|
-$219K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GJIA
51
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $26.1K | – | – | – |
|
|
TWC
52
TD Waterhouse Canada
Toronto,
Ontario, Canada
| $18.5K | – | – | – |
|
53
UBS Group
Zurich,
Switzerland
| $14.4K | -$103K | -1,523 | -89% |
|
|
BFPW
54
BOK Financial Private Wealth
Denver,
Colorado
| $13.9K | – | – | – |
|
|
HIA
55
Harbor Investment Advisory
Lutherville,
Maryland
| $13K | – | – | – |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $7.82K | -$6.99K | -103 | -50% |
|
57
Osaic Holdings
Scottsdale,
Arizona
| $5.11K | – | – | – |
|
|
OSAM
58
O'Shaughnessy Asset Management
Stamford,
Connecticut
| $3.1K | +$2.71K | +40 | New |
|
|
GI
59
GAMMA Investing
Foster City,
California
| $2.32K | – | – | – |
|
|
PCM
60
Penserra Capital Management
Orinda,
California
| $1K | – | – | – |
|
|
GI
61
Gradient Investments
Arden Hills,
Minnesota
| – | -$640K | -9,416 | Closed |
|
|
NA
62
NewEdge Advisors
New Orleans,
Louisiana
| – | -$28.1K | -414 | Closed |
|
|
BCMIO
63
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| – | -$21.6K | -318 | Closed |
|
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.