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McCormick & Company Voting

51 hedge funds and large institutions have $50.8M invested in McCormick & Company Voting in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 13 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

9% more funds holding

Funds holding: 4751 (+4)

1.88% less ownership

Funds ownership: 7.48%5.61% (-1.9%)

18% less capital invested

Capital invested by funds: $61.7M → $50.8M (-$10.9M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
26
Rathbones Group
United Kingdom
$508K +$48.9K +500 +11%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$473K +$474K +4,842 New
Baird Financial Group
28
Baird Financial Group
Wisconsin
$462K
Bank of America
29
Bank of America
North Carolina
$452K
LWA
30
Lowe Wealth Advisors
Maryland
$422K -$58.7K -600 -12%
TBA
31
Tower Bridge Advisors
Pennsylvania
$391K
FC
32
Financial Consulate
Maryland
$361K
RJA
33
Raymond James & Associates
Florida
$354K +$978 +10 +0.3%
Chevy Chase Trust
34
Chevy Chase Trust
Maryland
$293K
DADC
35
D.A. Davidson & Co
Montana
$277K
ADBIC
36
A.D. Beadell Investment Counsel
Wisconsin
$242K
RFM
37
Royal Fund Management
Florida
$220K +$221K +2,260 New
UCFA
38
United Capital Financial Advisors
Texas
$216K -$9.79K -100 -4%
Renaissance Technologies
39
Renaissance Technologies
New York
$215K +$215K +2,200 New
PL
40
Perpetual Ltd
Australia
$213K +$215K +2,194 New
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$193K
UBS Group
42
UBS Group
Switzerland
$89K -$14.5K -148 -14%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$81K
Wells Fargo
44
Wells Fargo
California
$67K
BCMIO
45
Beacon Capital Management Inc (Ohio)
Ohio
$31K
PFS
46
Prospera Financial Services
Texas
$30K +$29.6K +302 New
RE
47
RBC Europe
United Kingdom
$26.4K
HIA
48
Harbor Investment Advisory
Maryland
$16K -$5.48K -56 -25%
Osaic Holdings
49
Osaic Holdings
Arizona
$7K -$736K -7,520 -99%
BHWM
50
Bay Harbor Wealth Management
Maryland
$6K

MKC.V Hedge Fund Activity: Q3 2020 in Review

51 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q3 2020, worth a combined $50.8M — down 18% from $61.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MKC.V positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $729K. The largest seller was Colony Group, exiting entirely with an estimated $15.3M sold.

  • 51 institutional investors held McCormick & Company Voting (MKC.V) as of Q3 2020, up from 47 in Q2 2020.
  • Funds reported $50.8M of McCormick & Company Voting stock for Q3 2020, down 18% quarter-over-quarter.
  • 6 funds opened new McCormick & Company Voting positions in Q3 2020 and 2 closed out, a net change of +4 holders.
  • The largest McCormick & Company Voting buyer in Q3 2020 was Envestnet Asset Management, an estimated $729K added.
  • The largest McCormick & Company Voting seller in Q3 2020 was Colony Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q3 2020.