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McCormick & Company Voting

53 hedge funds and large institutions have $107M invested in McCormick & Company Voting in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $101M → $107M (+$6.55M)

0.06% less ownership

Funds ownership: 7.17%7.11% (-0.06%)

2% less funds holding

Funds holding: 5453 (-1)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
1
Dearborn Partners
Illinois
$44.3M +$39.7K +450 +0.1%
Brown Advisory
2
Brown Advisory
Maryland
$16.3M -$25.6K -290 -0.2%
CG
3
Colony Group
Massachusetts
$12.9M -$88.3K -1,000 -0.7%
WP
4
WMS Partners
Maryland
$3.65M -$1.26M -14,297 -25%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$3.3M -$19.3K -219 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$2.72M +$64.3K +728 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.6M
CWM
8
CIBC World Markets
New York
$2.56M +$1.48M +16,726 +132%
LNC
9
Lincoln National Corp
Pennsylvania
$2.24M
GF
10
Gabelli Funds
New York
$1.13M
IIM
11
Ipswich Investment Management
Massachusetts
$1.05M
Cerity Partners
12
Cerity Partners
New York
$871K +$2.47K +28 +0.3%
GI
13
Gradient Investments
Minnesota
$815K
BCM
14
Brookstone Capital Management
Illinois
$803K -$17.7K -200 -2%
BCI
15
Brinker Capital Investments
Pennsylvania
$778K
OPS
16
Orion Portfolio Solutions
Nebraska
$778K
WA
17
WBH Advisory
Maryland
$737K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$670K +$972 +11 +0.1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$625K
RJA
20
Raymond James & Associates
Florida
$591K -$5.92K -67 -1%
Truist Financial
21
Truist Financial
North Carolina
$582K
SC
22
Scotia Capital
Ontario, Canada
$563K
WANY
23
Wealthspire Advisors (New York)
New York
$543K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$492K -$44.2K -500 -8%
WJA
25
Willis Johnson & Associates
Texas
$473K

MKC.V Hedge Fund Activity: Q2 2023 in Review

53 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q2 2023, worth a combined $107M — up 6.5% from $101M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MKC.V and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 9 added.

The largest buyer was CIBC World Markets, adding an estimated $1.48M. The largest seller was WMS Partners, cutting an estimated $1.26M.

  • 53 institutional investors held McCormick & Company Voting (MKC.V) as of Q2 2023, down from 54 in Q1 2023.
  • Funds reported $107M of McCormick & Company Voting stock for Q2 2023, up 6.5% quarter-over-quarter.
  • 3 funds opened new McCormick & Company Voting positions in Q2 2023 and 4 closed out, a net change of -1 holder.
  • The largest McCormick & Company Voting buyer in Q2 2023 was CIBC World Markets, an estimated $1.48M added.
  • The largest McCormick & Company Voting seller in Q2 2023 was WMS Partners, an estimated $1.26M sold.

Based on aggregated 13F filings for Q2 2023.