McCormick & Company Voting
MKC.V
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.
200% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 2
9% more funds holding
Funds holding: 47 → 51 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$729K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$729K |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
+$685K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$474K |
| 5 |
RFM
Royal Fund Management
Lady Lake,
Florida
|
+$221K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
-$15.3M |
| 2 |
WAM
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
-$2.74M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$736K |
| 4 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$117K |
| 5 |
LPL Financial
San Diego,
California
|
-$88.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CG
51
Colony Group
Boston,
Massachusetts
| – | -$15.3M | -172,716 | Closed |
|
|
TRCT
52
Tower Research Capital (TRC)
New York
| – | -$25.6K | -262 | -98% |
|
53
JP Morgan Chase
New York
| – | -$5K | -52 | Closed |
|
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.