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McCormick & Company Voting

46 hedge funds and large institutions have $91.5M invested in McCormick & Company Voting in 2021 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more capital invested

Capital invested by funds: $59.8M → $91.5M (+$31.7M)

2.28% more ownership

Funds ownership: 3.42%5.7% (+2.3%)

6% less funds holding

Funds holding: 4946 (-3)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$34.7M +$34.6M +389,225 New
CG
2
Colony Group
Massachusetts
$15.3M -$48.9K -550 -0.3%
WP
3
WMS Partners
Maryland
$5.3M -$464K -5,220 -8%
WANY
4
Wealthspire Advisors (New York)
New York
$4.9M +$2.66M +29,976 +120%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.96M -$133K -1,500 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.85M +$10.5K +118 +0.4%
California Public Employees Retirement System
7
California Public Employees Retirement System
California
$2.37M -$226K -2,537 -9%
Brown Advisory
8
Brown Advisory
Maryland
$2.23M
Morgan Stanley
9
Morgan Stanley
New York
$2.17M -$8.89K -100 -0.4%
EWM
10
Evermay Wealth Management
Virginia
$1.84M
Truist Financial
11
Truist Financial
North Carolina
$1.16M -$18.2K -205 -2%
GF
12
Gabelli Funds
New York
$1.16M
LNC
13
Lincoln National Corp
Pennsylvania
$936K
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$935K +$279K +3,136 +43%
GI
15
Gradient Investments
Minnesota
$906K +$452K +5,083 +100%
MCM
16
Maryland Capital Management
Maryland
$891K -$13.3K -150 -1%
IIM
17
Ipswich Investment Management
Massachusetts
$877K +$253K +2,845 +41%
PAG
18
Pinnacle Advisory Group
Maryland
$759K
GI
19
GAMCO Investors
Connecticut
$713K
RJA
20
Raymond James & Associates
Florida
$664K -$653K -7,350 -50%
LPL Financial
21
LPL Financial
California
$659K -$6.67K -75 -1%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$633K -$66.7K -750 -10%
LP
23
LMR Partners
United Kingdom
$617K +$113K +1,276 +23%
SC
24
Scotia Capital
Ontario, Canada
$585K +$4.62K +52 +0.8%
EVM
25
Eaton Vance Management
Massachusetts
$557K

MKC.V Hedge Fund Activity: Q1 2021 in Review

46 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2021, worth a combined $91.5M — up 53% from $59.8M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MKC.V and 1 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 10 added.

The largest buyer was Royal London Asset Management, opening a new position worth an estimated $34.6M. The largest seller was Raymond James & Associates, cutting an estimated $653K.

  • 46 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2021, down from 49 in Q4 2020.
  • Funds reported $91.5M of McCormick & Company Voting stock for Q1 2021, up 53% quarter-over-quarter.
  • 1 fund opened new McCormick & Company Voting positions in Q1 2021 and 4 closed out, a net change of -3 holders.
  • The largest McCormick & Company Voting buyer in Q1 2021 was Royal London Asset Management, an estimated $34.6M added.
  • The largest McCormick & Company Voting seller in Q1 2021 was Raymond James & Associates, an estimated $653K sold.

Based on aggregated 13F filings for Q1 2021.