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McCormick & Company Voting
MKC.V

54 hedge funds and large institutions have $101M invested in McCormick & Company Voting in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0% more funds holding

Funds holding: 54 → 54 (0)

0.25% less ownership

Funds ownership: 7.43% → 7.17% (-0.25%)

4% less capital invested

Capital invested by funds: $105M → $101M (-$3.87M)

54% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 13

Holders
54
Holders Change
–
Holders Change %
0%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OPS
Orion Portfolio Solutions
Nebraska
+$684K
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$352K
3
Citadel Advisors
Citadel Advisors
Florida
+$206K
4
DWA
Delos Wealth Advisors
Texas
+$192K
5
DP
Dearborn Partners
Illinois
+$156K

Top Sellers

Rank Fund Capital Flow
1
KA
Kintegral Advisory
New York
-$4.8M
2
CWM
CIBC World Markets
New York
-$1.28M
3
BlackRock
BlackRock
New York
-$693K
4
LWA
Lowe Wealth Advisors
Maryland
-$271K
5
UBS Group
UBS Group
Switzerland
-$58.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
DP
1
Dearborn Partners
Illinois
$42.2M +$156K +2,049 +0.4%
Brown Advisory
2
Brown Advisory
Maryland
$15.6M – – –
CG
3
Colony Group
Massachusetts
$12.4M -$22.9K -300 -0.2%
WP
4
WMS Partners
Maryland
$4.66M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.16M -$2.52K -33 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$2.53M -$42.1K -552 -2%
LNC
7
Lincoln National Corp
Pennsylvania
$2.14M – – –
GF
8
Gabelli Funds
New York
$1.07M – – –
CWM
9
CIBC World Markets
New York
$1.06M -$1.28M -16,783 -57%
IIM
10
Ipswich Investment Management
Massachusetts
$1M – – –
BCM
11
Brookstone Capital Management
Illinois
$829K – – –
Cerity Partners
12
Cerity Partners
New York
$828K -$1.83K -24 -0.2%
GI
13
Gradient Investments
Minnesota
$778K – – –
BCI
14
Brinker Capital Investments
Pennsylvania
$742K – – –
OPS
15
Orion Portfolio Solutions
Nebraska
$742K +$684K +8,981 New
WA
16
WBH Advisory
Maryland
$703K +$649K +8,512 New
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$638K -$48.8K -641 -8%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$596K -$38.1K -500 -6%
RJA
19
Raymond James & Associates
Florida
$570K – – –
Truist Financial
20
Truist Financial
North Carolina
$555K -$1.52K -20 -0.3%
SC
21
Scotia Capital
Ontario, Canada
$537K – – –
WANY
22
Wealthspire Advisors (New York)
New York
$518K +$74.1K +972 +18%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$511K – – –
FC
24
Financial Consulate
Maryland
$452K – – –
WJA
25
Willis Johnson & Associates
Texas
$451K – – –
1
2 3

MKC.V Hedge Fund Activity: Q1 2023 in Review

54 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2023, worth a combined $101M — down 3.7% from $105M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MKC.V positions and 5 closed out — a net gain of 1 holder — while 6 added to existing stakes and 13 trimmed.

The largest buyer was Orion Portfolio Solutions, opening a new position worth an estimated $684K. The largest seller was Kintegral Advisory, exiting entirely with an estimated $4.8M sold.

  • 54 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $101M of McCormick & Company Voting stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 6 funds opened new McCormick & Company Voting positions in Q1 2023 and 5 closed out, a net change of +1 holder.
  • The largest McCormick & Company Voting buyer in Q1 2023 was Orion Portfolio Solutions, an estimated $684K added.
  • The largest McCormick & Company Voting seller in Q1 2023 was Kintegral Advisory, an estimated $4.8M sold.

Based on aggregated 13F filings for Q1 2023.