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McCormick & Company Voting

60 hedge funds and large institutions have $90.6M invested in McCormick & Company Voting in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

7% more funds holding

Funds holding: 5660 (+4)

4% less capital invested

Capital invested by funds: $94.1M → $90.6M (-$3.49M)

1.11% less ownership

Funds ownership: 8.1%6.99% (-1.1%)

82% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 17

Holders
60
Holders Change
+4
Holders Change %
+7.14%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
3
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
1
Dearborn Partners
Illinois
$29.8M -$7.18M -105,782 -21%
Brown Advisory
2
Brown Advisory
Maryland
$14.6M -$7.8K -115 -0.1%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$11M
CWM
4
CIBC World Markets
New York
$5.26M -$4.4M -64,788 -49%
WP
5
WMS Partners
Maryland
$3.22M -$25.1K -370 -0.9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.95M
Morgan Stanley
7
Morgan Stanley
New York
$2.68M -$3.16M -46,562 -57%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.2M -$102K -1,500 -5%
LNC
9
Lincoln National Corp
Pennsylvania
$2M
BCM
10
Brookstone Capital Management
Illinois
$1.24M
AIA
11
Arbor Investment Advisors
North Carolina
$1.08M +$949K +13,990 New
GF
12
Gabelli Funds
New York
$1.01M
Cerity Partners
13
Cerity Partners
New York
$774K
BCI
14
Brinker Capital Investments
Pennsylvania
$695K
OPS
15
Orion Portfolio Solutions
Nebraska
$695K
IIM
16
Ipswich Investment Management
Massachusetts
$681K -$219K -3,229 -27%
WA
17
WBH Advisory
Maryland
$659K
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$538K
WANY
19
Wealthspire Advisors (New York)
New York
$485K
RJA
20
Raymond James & Associates
Florida
$459K -$27.8K -410 -6%
SC
21
Scotia Capital
Ontario, Canada
$457K
Truist Financial
22
Truist Financial
North Carolina
$448K -$63.5K -936 -14%
GS
23
GTS Securities
New York
$438K +$102K +1,500 +36%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$424K -$155K -2,287 -29%
WJA
25
Willis Johnson & Associates
Texas
$423K

MKC.V Hedge Fund Activity: Q1 2024 in Review

60 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2024, worth a combined $90.6M — down 3.7% from $94.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MKC.V positions and 3 closed out — a net gain of 5 holders — while 3 added to existing stakes and 17 trimmed.

The largest buyer was Arbor Investment Advisors, opening a new position worth an estimated $949K. The largest seller was Dearborn Partners, cutting an estimated $7.18M.

  • 60 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2024, up from 56 in Q4 2023.
  • Funds reported $90.6M of McCormick & Company Voting stock for Q1 2024, down 3.7% quarter-over-quarter.
  • 8 funds opened new McCormick & Company Voting positions in Q1 2024 and 3 closed out, a net change of +5 holders.
  • The largest McCormick & Company Voting buyer in Q1 2024 was Arbor Investment Advisors, an estimated $949K added.
  • The largest McCormick & Company Voting seller in Q1 2024 was Dearborn Partners, an estimated $7.18M sold.

Based on aggregated 13F filings for Q1 2024.