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McCormick & Company Voting

44 hedge funds and large institutions have $47.6M invested in McCormick & Company Voting in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

63% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 8

7% more funds holding

Funds holding: 4144 (+3)

0.77% less ownership

Funds ownership: 3.96%3.2% (-0.77%)

24% less capital invested

Capital invested by funds: $62.9M → $47.6M (-$15.3M)

Holders
44
Holders Change
+3
Holders Change %
+7.32%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$13.8M
WP
2
WMS Partners
Maryland
$4.87M -$34.9K -406 -0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3M +$166K +1,938 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.73M
LNC
5
Lincoln National Corp
Pennsylvania
$2.2M
Brown Advisory
6
Brown Advisory
Maryland
$2.03M -$34.4K -400 -2%
Morgan Stanley
7
Morgan Stanley
New York
$2M
EWM
8
Evermay Wealth Management
Virginia
$1.68M -$9.62K -112 -0.5%
Truist Financial
9
Truist Financial
North Carolina
$1.15M +$80.4K +936 +7%
GF
10
Gabelli Funds
New York
$1.07M
IIM
11
Ipswich Investment Management
Massachusetts
$999K +$68.7K +800 +7%
BCM
12
Brookstone Capital Management
Illinois
$860K +$937K +10,911 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$849K +$773 +9 +0.1%
MCM
14
Maryland Capital Management
Maryland
$824K
GI
15
Gradient Investments
Minnesota
$788K
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$714K +$264K +3,070 +55%
GI
17
GAMCO Investors
Connecticut
$659K
LPL Financial
18
LPL Financial
California
$598K +$12.9K +150 +2%
SC
19
Scotia Capital
Ontario, Canada
$546K +$6.27K +73 +1%
KA
20
Kintegral Advisory
New York
$545K +$578K +6,726 New
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$543K -$4.29K -50 -0.8%
EVM
22
Eaton Vance Management
Massachusetts
$515K
FC
23
Financial Consulate
Maryland
$476K +$61.2K +712 +14%
RJA
24
Raymond James & Associates
Florida
$447K -$86 -1 -0%
Bank of America
25
Bank of America
North Carolina
$437K +$58.4K +680 +15%

MKC.V Hedge Fund Activity: Q3 2021 in Review

44 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q3 2021, worth a combined $47.6M — down 24% from $62.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MKC.V positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 8 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $937K. The largest seller was Wealthspire Advisors (New York), exiting entirely with an estimated $14.4M sold.

  • 44 institutional investors held McCormick & Company Voting (MKC.V) as of Q3 2021, up from 41 in Q2 2021.
  • Funds reported $47.6M of McCormick & Company Voting stock for Q3 2021, down 24% quarter-over-quarter.
  • 5 funds opened new McCormick & Company Voting positions in Q3 2021 and 2 closed out, a net change of +3 holders.
  • The largest McCormick & Company Voting buyer in Q3 2021 was Brookstone Capital Management, an estimated $937K added.
  • The largest McCormick & Company Voting seller in Q3 2021 was Wealthspire Advisors (New York), an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2021.