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McCormick & Company Voting

55 hedge funds and large institutions have $60.8M invested in McCormick & Company Voting in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 9 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

6% more capital invested

Capital invested by funds: $57.5M → $60.8M (+$3.38M)

6% more funds holding

Funds holding: 5255 (+3)

0.07% more ownership

Funds ownership: 3.35%3.42% (+0.07%)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

Holders
55
Holders Change
+3
Holders Change %
+5.77%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$16.4M -$39.1K -400 -0.2%
WP
2
WMS Partners
Maryland
$5.9M -$34.2K -350 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.92M +$121K +1,233 +3%
Brown Advisory
4
Brown Advisory
Maryland
$3.15M +$39.1K +400 +1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3M -$313K -3,200 -10%
LNC
6
Lincoln National Corp
Pennsylvania
$2.59M
Morgan Stanley
7
Morgan Stanley
New York
$2.48M +$48.9K +500 +2%
EWM
8
Evermay Wealth Management
Virginia
$2.03M -$4.21K -43 -0.2%
GF
9
Gabelli Funds
New York
$1.3M
IIM
10
Ipswich Investment Management
Massachusetts
$1.27M
BCM
11
Brookstone Capital Management
Illinois
$1.03M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.03M +$10.4K +106 +1%
MCM
13
Maryland Capital Management
Maryland
$1M
GI
14
Gradient Investments
Minnesota
$957K
BCI
15
Brinker Capital Investments
Pennsylvania
$898K
WA
16
WBH Advisory
Maryland
$870K
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$836K -$19.6K -200 -2%
GI
18
GAMCO Investors
Connecticut
$800K
Wells Fargo
19
Wells Fargo
California
$768K +$685K +7,001 +1,027%
Truist Financial
20
Truist Financial
North Carolina
$674K
LPL Financial
21
LPL Financial
California
$655K -$5.87K -60 -0.9%
SC
22
Scotia Capital
Ontario, Canada
$650K -$391 -4 -0.1%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$636K -$9.78K -100 -2%
EVM
24
Eaton Vance Management
Massachusetts
$625K
SHFA
25
SC&H Financial Advisors
Maryland
$600K

MKC.V Hedge Fund Activity: Q1 2022 in Review

55 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2022, worth a combined $60.8M — up 5.9% from $57.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MKC.V positions and 2 closed out — a net gain of 3 holders — while 8 added to existing stakes and 9 trimmed.

The largest buyer was Wells Fargo, adding an estimated $685K. The largest seller was Commonwealth Equity Services, cutting an estimated $313K.

  • 55 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2022, up from 52 in Q4 2021.
  • Funds reported $60.8M of McCormick & Company Voting stock for Q1 2022, up 5.9% quarter-over-quarter.
  • 5 funds opened new McCormick & Company Voting positions in Q1 2022 and 2 closed out, a net change of +3 holders.
  • The largest McCormick & Company Voting buyer in Q1 2022 was Wells Fargo, an estimated $685K added.
  • The largest McCormick & Company Voting seller in Q1 2022 was Commonwealth Equity Services, an estimated $313K sold.

Based on aggregated 13F filings for Q1 2022.