We are live on ! Find out more
MKC.V icon

McCormick & Company Voting

41 hedge funds and large institutions have $62.9M invested in McCormick & Company Voting in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.74% less ownership

Funds ownership: 5.7%3.96% (-1.7%)

11% less funds holding

Funds holding: 4641 (-5)

31% less capital invested

Capital invested by funds: $91.5M → $62.9M (-$28.6M)

45% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 11

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
41
Holders Change
-5
Holders Change %
-10.87%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
6
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$14.7M -$356K -4,000 -2%
WANY
2
Wealthspire Advisors (New York)
New York
$14.4M +$9.72M +109,120 +198%
WP
3
WMS Partners
Maryland
$5.24M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.03M +$213K +2,393 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.92M
LNC
6
Lincoln National Corp
Pennsylvania
$2.35M +$1.44M +16,154 +154%
Brown Advisory
7
Brown Advisory
Maryland
$2.2M
Morgan Stanley
8
Morgan Stanley
New York
$2.14M
EWM
9
Evermay Wealth Management
Virginia
$1.8M -$10.9K -122 -0.6%
Truist Financial
10
Truist Financial
North Carolina
$1.15M
GF
11
Gabelli Funds
New York
$1.14M
IIM
12
Ipswich Investment Management
Massachusetts
$997K +$132K +1,480 +15%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$907K -$17.1K -192 -2%
MCM
14
Maryland Capital Management
Maryland
$880K
GI
15
Gradient Investments
Minnesota
$842K -$53.4K -600 -6%
GI
16
GAMCO Investors
Connecticut
$704K
LPL Financial
17
LPL Financial
California
$626K -$24.9K -280 -4%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$585K -$40.1K -450 -6%
SC
19
Scotia Capital
Ontario, Canada
$577K
EVM
20
Eaton Vance Management
Massachusetts
$550K
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$492K +$66.8K +750 +15%
RG
22
Rathbones Group
United Kingdom
$484K
RJA
23
Raymond James & Associates
Florida
$478K -$180K -2,018 -27%
FC
24
Financial Consulate
Maryland
$446K +$9.35K +105 +2%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$416K

MKC.V Hedge Fund Activity: Q2 2021 in Review

41 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q2 2021, worth a combined $62.9M — down 31% from $91.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MKC.V and 2 opened new positions — a net loss of 4 holders — while 11 trimmed existing stakes and 6 added.

The largest buyer was Wealthspire Advisors (New York), adding an estimated $9.72M. The largest seller was Royal London Asset Management, exiting entirely with an estimated $34.7M sold.

  • 41 institutional investors held McCormick & Company Voting (MKC.V) as of Q2 2021, down from 46 in Q1 2021.
  • Funds reported $62.9M of McCormick & Company Voting stock for Q2 2021, down 31% quarter-over-quarter.
  • 2 funds opened new McCormick & Company Voting positions in Q2 2021 and 6 closed out, a net change of -4 holders.
  • The largest McCormick & Company Voting buyer in Q2 2021 was Wealthspire Advisors (New York), an estimated $9.72M added.
  • The largest McCormick & Company Voting seller in Q2 2021 was Royal London Asset Management, an estimated $34.7M sold.

Based on aggregated 13F filings for Q2 2021.