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McCormick & Company Voting
MKC.V

42 hedge funds and large institutions have $47.2M invested in McCormick & Company Voting in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

13% more capital invested

Capital invested by funds: $41.6M → $47.2M (+$5.61M)

11% more funds holding

Funds holding: 38 → 42 (+4)

0% more ownership

Funds ownership: 7.22% → 7.22% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IIM
Ipswich Investment Management
Massachusetts
+$600K
2
VWA
V Wealth Advisors
Kansas
+$201K
3
RJA
Raymond James & Associates
Florida
+$192K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$172K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$61.6K

Top Sellers

Rank Fund Capital Flow
1
GI
GAMCO Investors
Connecticut
-$655K
2
California Public Employees Retirement System
California Public Employees Retirement System
California
-$274K
3
WWM
Willingdon Wealth Management
North Carolina
-$202K
4
BAS
Brown Advisory Securities
Maryland
-$52.3K
5
CG
Colony Group
Massachusetts
-$49.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$330K – – –
Wells Fargo
27
Wells Fargo
California
$329K -$11.7K -190 -4%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$313K – – –
AEPG
29
American Economic Planning Group
New Jersey
$311K +$1.23K +20 +0.4%
RG
30
Rathbones Group
United Kingdom
$295K – – –
TBA
31
Tower Bridge Advisors
Pennsylvania
$262K – – –
FC
32
Financial Consulate
Maryland
$260K – – –
VWA
33
V Wealth Advisors
Kansas
$214K +$201K +3,270 New
RJA
34
Raymond James & Associates
Florida
$204K +$192K +3,120 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$187K – – –
UBS Group
36
UBS Group
Switzerland
$153K +$21.7K +352 +18%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$55K +$51.7K +840 New
TRCT
38
Tower Research Capital (TRC)
New York
$23K +$4.55K +74 +26%
BCMIO
39
Beacon Capital Management Inc (Ohio)
Ohio
$21K – – –
RE
40
RBC Europe
United Kingdom
$17.7K – – –
SCM
41
Southport Capital Management
Tennessee
$17K +$16.3K +264 New
AG
42
Advisor Group
Arizona
$4K – – –
WWM
43
Willingdon Wealth Management
North Carolina
– -$202K -3,484 Closed
1
2

MKC.V Hedge Fund Activity: Q3 2018 in Review

42 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q3 2018, worth a combined $47.2M — up 13% from $41.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MKC.V positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Ipswich Investment Management, opening a new position worth an estimated $600K. The largest seller was GAMCO Investors, cutting an estimated $655K.

  • 42 institutional investors held McCormick & Company Voting (MKC.V) as of Q3 2018, up from 38 in Q2 2018.
  • Funds reported $47.2M of McCormick & Company Voting stock for Q3 2018, up 13% quarter-over-quarter.
  • 5 funds opened new McCormick & Company Voting positions in Q3 2018 and 1 closed out, a net change of +4 holders.
  • The largest McCormick & Company Voting buyer in Q3 2018 was Ipswich Investment Management, an estimated $600K added.
  • The largest McCormick & Company Voting seller in Q3 2018 was GAMCO Investors, an estimated $655K sold.

Based on aggregated 13F filings for Q3 2018.