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McCormick & Company Voting

48 hedge funds and large institutions have $41.4M invested in McCormick & Company Voting in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more ownership

Funds ownership: 3.17%3.17% (+0%)

4% less funds holding

Funds holding: 5048 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

34% less capital invested

Capital invested by funds: $63M → $41.4M (-$21.6M)

62% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 13

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$11M
WP
2
WMS Partners
Maryland
$4.13M -$28.6K -342 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$2.85M +$39.8K +476 +1%
Brown Advisory
4
Brown Advisory
Maryland
$2.29M +$1.67K +20 +0.1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.19M
LNC
6
Lincoln National Corp
Pennsylvania
$1.9M
Morgan Stanley
7
Morgan Stanley
New York
$1.83M -$418 -5 -0%
GF
8
Gabelli Funds
New York
$951K
IIM
9
Ipswich Investment Management
Massachusetts
$894K -$14.3K -171 -1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$755K +$836 +10 +0.1%
BCM
11
Brookstone Capital Management
Illinois
$744K -$19.1K -229 -2%
MCM
12
Maryland Capital Management
Maryland
$732K
GI
13
Gradient Investments
Minnesota
$689K
BCI
14
Brinker Capital Investments
Pennsylvania
$657K
WA
15
WBH Advisory
Maryland
$623K
BlackRock
16
BlackRock
New York
$617K +$705K +8,430 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$564K -$54.3K -650 -8%
RJA
18
Raymond James & Associates
Florida
$505K
KA
19
Kintegral Advisory
New York
$501K +$588K +7,029 New
Truist Financial
20
Truist Financial
North Carolina
$493K
SC
21
Scotia Capital
Ontario, Canada
$476K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$458K
EVM
23
Eaton Vance Management
Massachusetts
$457K
LPL Financial
24
LPL Financial
California
$430K -$29.3K -350 -6%
FC
25
Financial Consulate
Maryland
$407K

MKC.V Hedge Fund Activity: Q3 2022 in Review

48 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q3 2022, worth a combined $41.4M — down 34% from $63M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MKC.V and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 5 added.

The largest buyer was BlackRock, opening a new position worth an estimated $705K. The largest seller was Loudon Investment Management, exiting entirely with an estimated $429K sold.

  • 48 institutional investors held McCormick & Company Voting (MKC.V) as of Q3 2022, down from 50 in Q2 2022.
  • Funds reported $41.4M of McCormick & Company Voting stock for Q3 2022, down 34% quarter-over-quarter.
  • 4 funds opened new McCormick & Company Voting positions in Q3 2022 and 5 closed out, a net change of -1 holder.
  • The largest McCormick & Company Voting buyer in Q3 2022 was BlackRock, an estimated $705K added.
  • The largest McCormick & Company Voting seller in Q3 2022 was Loudon Investment Management, an estimated $429K sold.

Based on aggregated 13F filings for Q3 2022.