McCormick & Company Voting
MKC.V
49 hedge funds and large institutions have $59.8M invested in McCormick & Company Voting in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.
67% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 6
18% more capital invested
Capital invested by funds: $50.8M → $59.8M (+$9.02M)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
2.18% less ownership
Funds ownership: 5.61% → 3.42% (-2.2%)
4% less funds holding
Funds holding: 51 → 49 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$16.2M |
| 2 |
WANY
Wealthspire Advisors (New York)
New York
|
+$2.36M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.06M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$529K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$366K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tufton Capital Management
Hunt Valley,
Maryland
|
-$7.28M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$727K |
| 3 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$480K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$367K |
| 5 |
Renaissance Technologies
New York
|
-$215K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Envestnet Asset Management
Chicago,
Illinois
| – | -$727K | -7,446 | Closed |
|
|
52
Renaissance Technologies
New York
| – | -$215K | -2,200 | Closed |
|
|
PFS
53
Prospera Financial Services
Dallas,
Texas
| – | -$30K | -302 | Closed |
|
MKC.V Hedge Fund Activity: Q4 2020 in Review
49 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q4 2020, worth a combined $59.8M — up 18% from $50.8M a quarter earlier.
Fund positioning in MKC.V was balanced in Q4 2020: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 6 trimmed.
The largest buyer was Colony Group, opening a new position worth an estimated $16.2M. The largest seller was Tufton Capital Management, exiting entirely with an estimated $7.28M sold.
- 49 institutional investors held McCormick & Company Voting (MKC.V) as of Q4 2020, down from 51 in Q3 2020.
- Funds reported $59.8M of McCormick & Company Voting stock for Q4 2020, up 18% quarter-over-quarter.
- 4 funds opened new McCormick & Company Voting positions in Q4 2020 and 4 closed out, a net change of 0 holders.
- The largest McCormick & Company Voting buyer in Q4 2020 was Colony Group, an estimated $16.2M added.
- The largest McCormick & Company Voting seller in Q4 2020 was Tufton Capital Management, an estimated $7.28M sold.
Based on aggregated 13F filings for Q4 2020.