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McCormick & Company Voting

47 hedge funds and large institutions have $61.7M invested in McCormick & Company Voting in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $54.3M → $61.7M (+$7.39M)

0.96% less ownership

Funds ownership: 8.44%7.48% (-0.96%)

2% less funds holding

Funds holding: 4847 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$466K
LWA
27
Lowe Wealth Advisors
Maryland
$437K -$41.3K -500 -9%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$420K
RG
29
Rathbones Group
United Kingdom
$417K +$16.5K +200 +4%
Bank of America
30
Bank of America
North Carolina
$412K
TBA
31
Tower Bridge Advisors
Pennsylvania
$355K
FC
32
Financial Consulate
Maryland
$328K -$499K -6,048 -62%
RJA
33
Raymond James & Associates
Florida
$321K -$400K -4,846 -57%
Chevy Chase Trust
34
Chevy Chase Trust
Maryland
$266K
DADC
35
D.A. Davidson & Co
Montana
$252K -$3.3K -40 -1%
ADBIC
36
A.D. Beadell Investment Counsel
Wisconsin
$224K +$206K +2,500 New
UCFA
37
United Capital Financial Advisors
Texas
$205K +$191K +2,312 New
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$176K -$47.6K -576 -23%
UBS Group
39
UBS Group
Switzerland
$94K -$45.6K -552 -34%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$76K
Wells Fargo
41
Wells Fargo
California
$61K -$661 -8 -1%
BCMIO
42
Beacon Capital Management Inc (Ohio)
Ohio
$28K
TRCT
43
Tower Research Capital (TRC)
New York
$24K -$17.2K -208 -44%
RE
44
RBC Europe
United Kingdom
$24K
HIA
45
Harbor Investment Advisory
Maryland
$20K
BHWM
46
Bay Harbor Wealth Management
Maryland
$5K
JP Morgan Chase
47
JP Morgan Chase
New York
$5K +$4.29K +52 New
IM
48
Islet Management
New York
-$3.53M -50,000 Closed
WANY
49
Wealthspire Advisors (New York)
New York
-$1.78M -25,000 Closed
WA
50
WBH Advisory
Maryland
-$1.65K -23,314 Closed

MKC.V Hedge Fund Activity: Q2 2020 in Review

47 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q2 2020, worth a combined $61.7M — up 14% from $54.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MKC.V and 4 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 5 added.

The largest buyer was Wealthspire Advisors (Maryland), adding an estimated $2.31M. The largest seller was Islet Management, exiting entirely with an estimated $3.53M sold.

  • 47 institutional investors held McCormick & Company Voting (MKC.V) as of Q2 2020, down from 48 in Q1 2020.
  • Funds reported $61.7M of McCormick & Company Voting stock for Q2 2020, up 14% quarter-over-quarter.
  • 4 funds opened new McCormick & Company Voting positions in Q2 2020 and 5 closed out, a net change of -1 holder.
  • The largest McCormick & Company Voting buyer in Q2 2020 was Wealthspire Advisors (Maryland), an estimated $2.31M added.
  • The largest McCormick & Company Voting seller in Q2 2020 was Islet Management, an estimated $3.53M sold.

Based on aggregated 13F filings for Q2 2020.