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McCormick & Company Voting

58 hedge funds and large institutions have $108M invested in McCormick & Company Voting in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 8

30% more capital invested

Capital invested by funds: $83.2M → $108M (+$25.2M)

0.77% more ownership

Funds ownership: 7.14%7.91% (+0.77%)

5% less funds holding

Funds holding: 6158 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
58
Holders Change
-3
Holders Change %
-4.92%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DP
1
Dearborn Partners
Illinois
$42.2M +$9.8M +126,060 +33%
Brown Advisory
2
Brown Advisory
Maryland
$15.6M +$1.55K +20 +0%
Focus Partners Wealth
3
Focus Partners Wealth
Massachusetts
$11.7M
CWM
4
CIBC World Markets
New York
$7.07M +$1.13M +14,523 +20%
Morgan Stanley
5
Morgan Stanley
New York
$3.26M +$378K +4,862 +14%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$3.1M +$7.78K +100 +0.3%
WP
7
WMS Partners
Maryland
$3.03M +$245K +3,154 +9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.26M -$81.6K -1,050 -4%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.14M
AIA
10
Arbor Investment Advisors
North Carolina
$1.61M +$428K +5,509 +39%
BCM
11
Brookstone Capital Management
Illinois
$1.33M
LPL Financial
12
LPL Financial
California
$1.1M +$804K +10,340 +348%
GF
13
Gabelli Funds
New York
$1.07M
Cerity Partners
14
Cerity Partners
New York
$825K
RJA
15
Raymond James & Associates
Florida
$772K +$78 +1 +0%
FCI
16
Financial Counselors Inc
Kansas
$742K +$699K +8,986 New
WA
17
WBH Advisory
Maryland
$703K
Baird Financial Group
18
Baird Financial Group
Wisconsin
$659K +$254K +3,264 +69%
TWC
19
TD Waterhouse Canada
Ontario, Canada
$521K +$467K +6,000 +2,381%
WANY
20
Wealthspire Advisors (New York)
New York
$518K +$78 +1 +0%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$501K
SC
22
Scotia Capital
Ontario, Canada
$487K
GS
23
GTS Securities
New York
$467K
WJA
24
Willis Johnson & Associates
Texas
$451K
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$407K

MKC.V Hedge Fund Activity: Q3 2024 in Review

58 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q3 2024, worth a combined $108M — up 30% from $83.2M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MKC.V and 4 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 16 added.

The largest buyer was Dearborn Partners, adding an estimated $9.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $2.09M sold.

  • 58 institutional investors held McCormick & Company Voting (MKC.V) as of Q3 2024, down from 61 in Q2 2024.
  • Funds reported $108M of McCormick & Company Voting stock for Q3 2024, up 30% quarter-over-quarter.
  • 4 funds opened new McCormick & Company Voting positions in Q3 2024 and 7 closed out, a net change of -3 holders.
  • The largest McCormick & Company Voting buyer in Q3 2024 was Dearborn Partners, an estimated $9.8M added.
  • The largest McCormick & Company Voting seller in Q3 2024 was AE Wealth Management, an estimated $2.09M sold.

Based on aggregated 13F filings for Q3 2024.