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McCormick & Company Voting

53 hedge funds and large institutions have $97.6M invested in McCormick & Company Voting in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 17 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% more ownership

Funds ownership: 7.11%7.33% (+0.22%)

0% more funds holding

Funds holding: 5353 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

9% less capital invested

Capital invested by funds: $107M → $97.6M (-$9.87M)

71% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 17

Holders
53
Holders Change
Holders Change %
0%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
17
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
1
Dearborn Partners
Illinois
$38.3M -$124K -1,469 -0.3%
Brown Advisory
2
Brown Advisory
Maryland
$14.9M
CG
3
Colony Group
Massachusetts
$11.7M -$67.3K -800 -0.5%
CWM
4
CIBC World Markets
New York
$4.62M +$2.67M +31,670 +108%
WP
5
WMS Partners
Maryland
$3.31M -$15.7K -186 -0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.99M -$15.8K -188 -0.5%
Morgan Stanley
7
Morgan Stanley
New York
$2.47M -$505 -6 -0%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.36M
LNC
9
Lincoln National Corp
Pennsylvania
$2.04M
GF
10
Gabelli Funds
New York
$1.03M
IIM
11
Ipswich Investment Management
Massachusetts
$949K -$10.9K -130 -1%
BCM
12
Brookstone Capital Management
Illinois
$895K +$426K +5,064 +53%
Cerity Partners
13
Cerity Partners
New York
$789K -$4.29K -51 -0.5%
GI
14
Gradient Investments
Minnesota
$743K
BCI
15
Brinker Capital Investments
Pennsylvania
$708K
OPS
16
Orion Portfolio Solutions
Nebraska
$708K
WA
17
WBH Advisory
Maryland
$671K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$611K +$842 +10 +0.1%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$555K -$14.3K -170 -2%
Truist Financial
20
Truist Financial
North Carolina
$530K
RJA
21
Raymond James & Associates
Florida
$523K -$16.8K -200 -3%
SC
22
Scotia Capital
Ontario, Canada
$513K
WANY
23
Wealthspire Advisors (New York)
New York
$495K
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$440K -$9.18K -109 -2%
WJA
25
Willis Johnson & Associates
Texas
$431K

MKC.V Hedge Fund Activity: Q3 2023 in Review

53 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q3 2023, worth a combined $97.6M — down 9.2% from $107M a quarter earlier.

Fund positioning in MKC.V was balanced in Q3 2023: 1 fund opened new positions, 1 closed out, 5 added to existing stakes and 17 trimmed.

The largest buyer was CIBC World Markets, adding an estimated $2.67M. The largest seller was UBS Group, cutting an estimated $328K.

  • 53 institutional investors held McCormick & Company Voting (MKC.V) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $97.6M of McCormick & Company Voting stock for Q3 2023, down 9.2% quarter-over-quarter.
  • 1 fund opened new McCormick & Company Voting positions in Q3 2023 and 1 closed out, a net change of 0 holders.
  • The largest McCormick & Company Voting buyer in Q3 2023 was CIBC World Markets, an estimated $2.67M added.
  • The largest McCormick & Company Voting seller in Q3 2023 was UBS Group, an estimated $328K sold.

Based on aggregated 13F filings for Q3 2023.