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McCormick & Company Voting

36 hedge funds and large institutions have $95.3M invested in McCormick & Company Voting in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more capital invested

Capital invested by funds: $37M → $95.3M (+$58.3M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

9.06% more ownership

Funds ownership: 6.35%15.41% (+9.1%)

6% more funds holding

Funds holding: 3436 (+2)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
6
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tufton Capital Management
Maryland
$63M +$57.7M +1,184,610 +66,551%
BWFM
2
Bridgewater Wealth & Financial Management
Maryland
$9.84M
WP
3
WMS Partners
Maryland
$4.58M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.26M
GI
5
GAMCO Investors
Connecticut
$1.97M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.53M +$20.7K +424 +1%
EWM
7
Evermay Wealth Management
Virginia
$1.45M
BAS
8
Brown Advisory Securities
Maryland
$1.44M
WA
9
WBH Advisory
Maryland
$1.3M -$19.4K -398 -2%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$995K
GI
11
Gradient Investments
Minnesota
$668K +$614K +12,596 New
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$617K +$127K +2,600 +29%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$583K -$19.5K -400 -4%
IIM
14
Ipswich Investment Management
Massachusetts
$552K
MCM
15
Maryland Capital Management
Maryland
$531K
LWA
16
Lowe Wealth Advisors
Maryland
$465K
PAG
17
Pinnacle Advisory Group
Maryland
$451K
Wells Fargo
18
Wells Fargo
California
$403K -$117K -2,402 -24%
SC
19
Scotia Capital
Ontario, Canada
$340K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$309K +$6.04K +124 +2%
LNC
21
Lincoln National Corp
Pennsylvania
$297K
GF
22
Gabelli Funds
New York
$265K
RG
23
Rathbones Group
United Kingdom
$265K
ADBIC
24
A.D. Beadell Investment Counsel
Wisconsin
$256K
AEPG
25
American Economic Planning Group
New Jersey
$241K +$1.07K +22 +0.5%

MKC.V Hedge Fund Activity: Q2 2016 in Review

36 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q2 2016, worth a combined $95.3M — up 157% from $37M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MKC.V positions and 3 closed out — a net gain of 2 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Tufton Capital Management, adding an estimated $57.7M. The largest seller was Financial Counselors Inc, exiting entirely with an estimated $3.44M sold.

  • 36 institutional investors held McCormick & Company Voting (MKC.V) as of Q2 2016, up from 34 in Q1 2016.
  • Funds reported $95.3M of McCormick & Company Voting stock for Q2 2016, up 157% quarter-over-quarter.
  • 5 funds opened new McCormick & Company Voting positions in Q2 2016 and 3 closed out, a net change of +2 holders.
  • The largest McCormick & Company Voting buyer in Q2 2016 was Tufton Capital Management, an estimated $57.7M added.
  • The largest McCormick & Company Voting seller in Q2 2016 was Financial Counselors Inc, an estimated $3.44M sold.

Based on aggregated 13F filings for Q2 2016.