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McCormick & Company Voting

48 hedge funds and large institutions have $62.4M invested in McCormick & Company Voting in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

16% more capital invested

Capital invested by funds: $53.9M → $62.4M (+$8.5M)

4% more funds holding

Funds holding: 4648 (+2)

0.52% more ownership

Funds ownership: 7.29%7.81% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$522K +$505K +6,106 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$498K +$144K +1,740 +43%
LWA
28
Lowe Wealth Advisors
Maryland
$464K
Baird Financial Group
29
Baird Financial Group
Wisconsin
$404K
Bank of America
30
Bank of America
North Carolina
$396K
RG
31
Rathbones Group
United Kingdom
$385K
TBA
32
Tower Bridge Advisors
Pennsylvania
$342K
RJA
33
Raymond James & Associates
Florida
$271K +$826 +10 +0.3%
Chevy Chase Trust
34
Chevy Chase Trust
Maryland
$257K
VWA
35
V Wealth Advisors
Kansas
$255K
DADC
36
D.A. Davidson & Co
Montana
$246K
ADBIC
37
A.D. Beadell Investment Counsel
Wisconsin
$212K +$207K +2,500 New
RFM
38
Royal Fund Management
Florida
$193K
TRCT
39
Tower Research Capital (TRC)
New York
$97K +$59.8K +724 +179%
UBS Group
40
UBS Group
Switzerland
$70K -$92.4K -1,118 -58%
Wells Fargo
41
Wells Fargo
California
$41K -$165 -2 -0.4%
BCMIO
42
Beacon Capital Management Inc (Ohio)
Ohio
$27K
RE
43
RBC Europe
United Kingdom
$23.1K
HIA
44
Harbor Investment Advisory
Maryland
$19K +$18.5K +224 New
EW
45
Evoke Wealth
California
$7.67K +$7.44K +90 New
AG
46
Advisor Group
Arizona
$6K
BHWM
47
Bay Harbor Wealth Management
Maryland
$5K
GWM
48
Geneos Wealth Management
Colorado
$1K +$992 +12 New
CCMW
49
Cypress Capital Management (Wyoming)
Wyoming
-$165K -2,114 Closed
CAPTRUST Financial Advisors
50
CAPTRUST Financial Advisors
North Carolina
-$65K -840 Closed

MKC.V Hedge Fund Activity: Q4 2019 in Review

48 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q4 2019, worth a combined $62.4M — up 16% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MKC.V positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.21M. The largest seller was Cypress Capital Management (Wyoming), exiting entirely with an estimated $165K sold.

  • 48 institutional investors held McCormick & Company Voting (MKC.V) as of Q4 2019, up from 46 in Q3 2019.
  • Funds reported $62.4M of McCormick & Company Voting stock for Q4 2019, up 16% quarter-over-quarter.
  • 6 funds opened new McCormick & Company Voting positions in Q4 2019 and 2 closed out, a net change of +4 holders.
  • The largest McCormick & Company Voting buyer in Q4 2019 was Morgan Stanley, an estimated $2.21M added.
  • The largest McCormick & Company Voting seller in Q4 2019 was Cypress Capital Management (Wyoming), an estimated $165K sold.

Based on aggregated 13F filings for Q4 2019.