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McCormick & Company Voting
MKC.V

Overview Fund Activity

31 hedge funds and large institutions have $67M invested in McCormick & Company Voting in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
6
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
Parametric Portfolio Associates
Washington
+$251K
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$221K
3
WP
WMS Partners
Maryland
+$175K
4
GI
GAMCO Investors
Connecticut
+$128K
5
IIM
Ipswich Investment Management
Massachusetts
+$89K

Top Sellers

1
Invesco
Invesco
Georgia
-$48.5K
2
WA
WBH Advisory
Maryland
-$23.4K
3
Wells Fargo
Wells Fargo
California
-$14.8K
4
BlackRock
BlackRock
New York
-$7.95K
5
TRCT
Tower Research Capital (TRC)
New York
-$7.08K
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
1
Tufton Capital Management
Maryland
$43.9M – – –
BWFM
2
Bridgewater Wealth & Financial Management
Maryland
$7.35M +$7.35M +198,434 New
WP
3
WMS Partners
Maryland
$3.74M +$175K +4,726 +5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.58M – – –
GI
5
GAMCO Investors
Connecticut
$1.5M +$128K +3,440 +9%
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$1.05M +$29.6K +800 +3%
WA
7
WBH Advisory
Maryland
$1.04M -$23.4K -630 -2%
EWM
8
Evermay Wealth Management
Virginia
$1.01M – – –
BAS
9
Brown Advisory Securities
Maryland
$1.01M – – –
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$839K +$84.4K +2,220 +11%
Wells Fargo
11
Wells Fargo
California
$463K -$14.8K -400 -3%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$411K – – –
MCM
13
Maryland Capital Management
Maryland
$371K – – –
IIM
14
Ipswich Investment Management
Massachusetts
$345K +$89K +2,400 +35%
LWA
15
Lowe Wealth Advisors
Maryland
$325K +$325K +8,760 New
PAG
16
Pinnacle Advisory Group
Maryland
$315K – – –
Bank of America
17
Bank of America
North Carolina
$307K +$51.2K +1,380 +20%
RG
18
Rathbones Group
United Kingdom
$301K – – –
PPA
19
Parametric Portfolio Associates
Washington
$251K +$251K +6,602 New
SC
20
Scotia Capital
Ontario, Canada
$238K – – –
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$221K +$221K +5,964 New
Morgan Stanley
22
Morgan Stanley
New York
$126K – – –
Invesco
23
Invesco
Georgia
$96K -$48.5K -1,308 -34%
UBS Group
24
UBS Group
Switzerland
$88K +$88K +2,374 New
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$27K – – –
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