McCormick & Company Voting
MKC.V
35 hedge funds and large institutions have $75M invested in McCormick & Company Voting in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 0 closing their positions.
21% more capital invested
Capital invested by funds: $61.9M → $75M (+$13.1M)
9% more funds holding
Funds holding: 32 → 35 (+3)
3.16% more ownership
Funds ownership: 11.02% → 14.18% (+3.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$9.74M |
| 2 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
+$209K |
| 3 |
WWM
Willingdon Wealth Management
Huntersville,
North Carolina
|
+$183K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$62.1K |
| 5 |
Morgan Stanley
New York
|
+$52.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$294K |
| 2 |
EWM
Evermay Wealth Management
Arlington,
Virginia
|
-$210K |
| 3 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$94.5K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$52.5K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.83K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $277K | – | – | – |
|
27
Bank of America
Charlotte,
North Carolina
| $268K | – | – | – |
|
28
Baird Financial Group
Milwaukee,
Wisconsin
| $251K | – | – | – |
|
|
AEPG
29
American Economic Planning Group
Warren,
New Jersey
| $249K | +$1.26K | +24 | +0.5% |
|
|
RG
30
Rathbones Group
Liverpool,
United Kingdom
| $245K | – | – | – |
|
|
FC
31
Financial Consulate
Hunt Valley,
Maryland
| $211K | +$209K | +3,970 | New |
|
|
32
UBS Group
Zurich,
Switzerland
| $82K | -$4.83K | -92 | -6% |
|
|
BCMIO
33
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| $17K | – | – | – |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| $5K | +$5.15K | +98 | New |
|
|
AG
35
Advisor Group
Phoenix,
Arizona
| $4K | – | – | – |
|
MKC.V Hedge Fund Activity: Q1 2018 in Review
35 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2018, worth a combined $75M — up 21% from $61.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MKC.V positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 5 trimmed.
The largest buyer was Colony Group, opening a new position worth an estimated $9.74M. The largest seller was Lincoln National Corp, cutting an estimated $294K.
- 35 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2018, up from 32 in Q4 2017.
- Funds reported $75M of McCormick & Company Voting stock for Q1 2018, up 21% quarter-over-quarter.
- 3 funds opened new McCormick & Company Voting positions in Q1 2018 and 0 closed out, a net change of +3 holders.
- The largest McCormick & Company Voting buyer in Q1 2018 was Colony Group, an estimated $9.74M added.
- The largest McCormick & Company Voting seller in Q1 2018 was Lincoln National Corp, an estimated $294K sold.
Based on aggregated 13F filings for Q1 2018.