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McCormick & Company Voting

35 hedge funds and large institutions have $88.1M invested in McCormick & Company Voting in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

1% more capital invested

Capital invested by funds: $87M → $88.1M (+$1.17M)

0% more funds holding

Funds holding: 3535 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.44% less ownership

Funds ownership: 16.23%15.79% (-0.44%)

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
7
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tufton Capital Management
Maryland
$57.8M
BWFM
2
Bridgewater Wealth & Financial Management
Maryland
$9.04M
WP
3
WMS Partners
Maryland
$4.01M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.08M
GI
5
GAMCO Investors
Connecticut
$1.77M
WA
6
WBH Advisory
Maryland
$1.49M +$2.71K +56 +0.2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$1.44M
BAS
8
Brown Advisory Securities
Maryland
$1.32M
EWM
9
Evermay Wealth Management
Virginia
$1.29M -$21.8K -450 -2%
MML Investors Services
10
MML Investors Services
Massachusetts
$719K +$712K +14,736 New
LPL Financial
11
LPL Financial
California
$581K
GI
12
Gradient Investments
Minnesota
$559K
Morgan Stanley
13
Morgan Stanley
New York
$555K +$387K +8,000 +236%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$497K -$14.5K -300 -3%
MCM
15
Maryland Capital Management
Maryland
$487K
IIM
16
Ipswich Investment Management
Massachusetts
$478K
Wells Fargo
17
Wells Fargo
California
$448K +$1.45K +30 +0.3%
PAG
18
Pinnacle Advisory Group
Maryland
$415K
LWA
19
Lowe Wealth Advisors
Maryland
$389K
GF
20
Gabelli Funds
New York
$341K +$96.7K +2,000 +40%
SC
21
Scotia Capital
Ontario, Canada
$314K +$1.93K +40 +0.6%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$312K -$193K -4,000 -38%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$282K -$4.74K -98 -2%
LNC
24
Lincoln National Corp
Pennsylvania
$273K
SSP
25
Sapphire Star Partners
Washington
$248K +$246K +5,080 New

MKC.V Hedge Fund Activity: Q1 2017 in Review

35 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2017, worth a combined $88.1M — up 1.3% from $87M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MKC.V positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 4 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $712K. The largest seller was DZ Bank, exiting entirely with an estimated $3.16M sold.

  • 35 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $88.1M of McCormick & Company Voting stock for Q1 2017, up 1.3% quarter-over-quarter.
  • 3 funds opened new McCormick & Company Voting positions in Q1 2017 and 2 closed out, a net change of +1 holder.
  • The largest McCormick & Company Voting buyer in Q1 2017 was MML Investors Services, an estimated $712K added.
  • The largest McCormick & Company Voting seller in Q1 2017 was DZ Bank, an estimated $3.16M sold.

Based on aggregated 13F filings for Q1 2017.