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McCormick & Company Voting

61 hedge funds and large institutions have $83.2M invested in McCormick & Company Voting in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

2% more funds holding

Funds holding: 6061 (+1)

0.16% more ownership

Funds ownership: 6.99%7.14% (+0.16%)

8% less capital invested

Capital invested by funds: $90.6M → $83.2M (-$7.47M)

46% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 13

Holders
61
Holders Change
+1
Holders Change %
+1.67%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
1
Dearborn Partners
Illinois
$27.4M -$113K -1,560 -0.4%
Brown Advisory
2
Brown Advisory
Maryland
$13M
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$9.81M
CWM
4
CIBC World Markets
New York
$5.06M +$212K +2,915 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.58M -$45.2K -622 -2%
Morgan Stanley
6
Morgan Stanley
New York
$2.39M
WP
7
WMS Partners
Maryland
$2.32M -$582K -8,000 -19%
AWM
8
AE Wealth Management
Kansas
$2.09M +$2.2M +30,322 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.97M
Osaic Holdings
10
Osaic Holdings
Arizona
$1.79M +$1.88M +25,897 +39,238%
BCM
11
Brookstone Capital Management
Illinois
$1.19M
AIA
12
Arbor Investment Advisors
North Carolina
$965K -$73 -1 -0%
GF
13
Gabelli Funds
New York
$897K
Cerity Partners
14
Cerity Partners
New York
$690K
RJA
15
Raymond James & Associates
Florida
$645K +$249K +3,420 +58%
BCI
16
Brinker Capital Investments
Pennsylvania
$620K
OPS
17
Orion Portfolio Solutions
Nebraska
$620K
WA
18
WBH Advisory
Maryland
$587K
WANY
19
Wealthspire Advisors (New York)
New York
$433K
Carson Wealth (CWM LLC)
20
Carson Wealth (CWM LLC)
Nebraska
$419K -$64.3K -884 -13%
SC
21
Scotia Capital
Ontario, Canada
$407K
Truist Financial
22
Truist Financial
North Carolina
$399K
GS
23
GTS Securities
New York
$390K
WJA
24
Willis Johnson & Associates
Texas
$377K
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$376K -$1.45K -20 -0.4%

MKC.V Hedge Fund Activity: Q2 2024 in Review

61 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q2 2024, worth a combined $83.2M — down 8.2% from $90.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new MKC.V positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 13 trimmed.

The largest buyer was AE Wealth Management, opening a new position worth an estimated $2.2M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $2M sold.

  • 61 institutional investors held McCormick & Company Voting (MKC.V) as of Q2 2024, up from 60 in Q1 2024.
  • Funds reported $83.2M of McCormick & Company Voting stock for Q2 2024, down 8.2% quarter-over-quarter.
  • 4 funds opened new McCormick & Company Voting positions in Q2 2024 and 3 closed out, a net change of +1 holder.
  • The largest McCormick & Company Voting buyer in Q2 2024 was AE Wealth Management, an estimated $2.2M added.
  • The largest McCormick & Company Voting seller in Q2 2024 was Lincoln National Corp, an estimated $2M sold.

Based on aggregated 13F filings for Q2 2024.