We are live on ! Find out more
MKC.V icon

McCormick & Company Voting

31 hedge funds and large institutions have $73M invested in McCormick & Company Voting in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

3% more funds holding

Funds holding: 3031 (+1)

2% more capital invested

Capital invested by funds: $71.7M → $73M (+$1.25M)

0.18% more ownership

Funds ownership: 14.78%14.96% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
3
Increased
5
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tufton Capital Management
Maryland
$48.6M
BWFM
2
Bridgewater Wealth & Financial Management
Maryland
$8.14M
WP
3
WMS Partners
Maryland
$3.67M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.75M
GI
5
GAMCO Investors
Connecticut
$1.52M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.14M +$56.7K +1,396 +5%
EWM
7
Evermay Wealth Management
Virginia
$1.12M
BAS
8
Brown Advisory Securities
Maryland
$1.11M
WA
9
WBH Advisory
Maryland
$1.08M -$6.1K -150 -0.6%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$892K +$884K +21,746 New
Wells Fargo
11
Wells Fargo
California
$550K -$28.5K -702 -5%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$476K +$97.5K +2,400 +26%
MCM
13
Maryland Capital Management
Maryland
$410K
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$376K
LWA
15
Lowe Wealth Advisors
Maryland
$359K
PAG
16
Pinnacle Advisory Group
Maryland
$349K
SC
17
Scotia Capital
Ontario, Canada
$263K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$248K +$1.22K +30 +0.5%
RG
19
Rathbones Group
United Kingdom
$244K
GF
20
Gabelli Funds
New York
$205K
Morgan Stanley
21
Morgan Stanley
New York
$139K
UBS Group
22
UBS Group
Switzerland
$126K +$37.5K +922 +43%
Bank of America
23
Bank of America
North Carolina
$111K -$76.1K -1,872 -41%
AWS
24
Aris Wealth Services
Pennsylvania
$34K
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$28K

MKC.V Hedge Fund Activity: Q3 2015 in Review

31 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q3 2015, worth a combined $73M — up 1.7% from $71.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MKC.V positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Ladenburg Thalmann Financial Services, opening a new position worth an estimated $884K. The largest seller was Ipswich Investment Management, exiting entirely with an estimated $580K sold.

  • 31 institutional investors held McCormick & Company Voting (MKC.V) as of Q3 2015, up from 30 in Q2 2015.
  • Funds reported $73M of McCormick & Company Voting stock for Q3 2015, up 1.7% quarter-over-quarter.
  • 3 funds opened new McCormick & Company Voting positions in Q3 2015 and 2 closed out, a net change of +1 holder.
  • The largest McCormick & Company Voting buyer in Q3 2015 was Ladenburg Thalmann Financial Services, an estimated $884K added.
  • The largest McCormick & Company Voting seller in Q3 2015 was Ipswich Investment Management, an estimated $580K sold.

Based on aggregated 13F filings for Q3 2015.