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McCormick & Company Voting

52 hedge funds and large institutions have $57.5M invested in McCormick & Company Voting in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

21% more capital invested

Capital invested by funds: $47.6M → $57.5M (+$9.88M)

18% more funds holding

Funds holding: 4452 (+8)

0.15% more ownership

Funds ownership: 3.2%3.35% (+0.15%)

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
52
Holders Change
+8
Holders Change %
+18.18%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
5
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$15.7M -$230K -2,700 -2%
WP
2
WMS Partners
Maryland
$5.66M +$16.9K +198 +0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.62M +$136K +1,595 +4%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.16M
Brown Advisory
5
Brown Advisory
Maryland
$2.96M +$548K +6,440 +26%
LNC
6
Lincoln National Corp
Pennsylvania
$2.47M -$64.6K -759 -3%
Morgan Stanley
7
Morgan Stanley
New York
$2.32M
EWM
8
Evermay Wealth Management
Virginia
$1.94M -$5.62K -66 -0.3%
GF
9
Gabelli Funds
New York
$1.24M
IIM
10
Ipswich Investment Management
Massachusetts
$1.21M +$51.1K +600 +5%
BCM
11
Brookstone Capital Management
Illinois
$976K -$68.1K -800 -7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$972K -$10.3K -121 -1%
MCM
13
Maryland Capital Management
Maryland
$954K
GI
14
Gradient Investments
Minnesota
$913K
BCI
15
Brinker Capital Investments
Pennsylvania
$857K +$765K +8,981 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$817K -$8.51K -100 -1%
WA
17
WBH Advisory
Maryland
$812K +$725K +8,512 New
GI
18
GAMCO Investors
Connecticut
$763K
Truist Financial
19
Truist Financial
North Carolina
$643K -$615K -7,221 -52%
LPL Financial
20
LPL Financial
California
$630K -$56.2K -660 -9%
SC
21
Scotia Capital
Ontario, Canada
$620K -$11K -129 -2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$616K -$12.8K -150 -2%
EVM
23
Eaton Vance Management
Massachusetts
$596K
SHFA
24
SC&H Financial Advisors
Maryland
$572K +$511K +5,996 New
FC
25
Financial Consulate
Maryland
$551K

MKC.V Hedge Fund Activity: Q4 2021 in Review

52 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q4 2021, worth a combined $57.5M — up 21% from $47.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MKC.V positions and 2 closed out — a net gain of 8 holders — while 5 added to existing stakes and 14 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $765K. The largest seller was Truist Financial, cutting an estimated $615K.

  • 52 institutional investors held McCormick & Company Voting (MKC.V) as of Q4 2021, up from 44 in Q3 2021.
  • Funds reported $57.5M of McCormick & Company Voting stock for Q4 2021, up 21% quarter-over-quarter.
  • 10 funds opened new McCormick & Company Voting positions in Q4 2021 and 2 closed out, a net change of +8 holders.
  • The largest McCormick & Company Voting buyer in Q4 2021 was Brinker Capital Investments, an estimated $765K added.
  • The largest McCormick & Company Voting seller in Q4 2021 was Truist Financial, an estimated $615K sold.

Based on aggregated 13F filings for Q4 2021.