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

McCormick & Company Voting

32 hedge funds and large institutions have $66.5M invested in McCormick & Company Voting in 2017 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3.88% less ownership

Funds ownership: 15.79%11.91% (-3.9%)

9% less funds holding

Funds holding: 3532 (-3)

24% less capital invested

Capital invested by funds: $88.1M → $66.5M (-$21.6M)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
2
Increased
7
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tufton Capital Management
Maryland
$38.4M -$20.2M -400,000 -34%
BWFM
2
Bridgewater Wealth & Financial Management
Maryland
$9.05M
WP
3
WMS Partners
Maryland
$4.24M +$240K +4,752 +6%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.01M -$75.7K -1,500 -4%
GI
5
GAMCO Investors
Connecticut
$1.83M +$60.6K +1,200 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.45M +$5.05K +100 +0.3%
BAS
7
Brown Advisory Securities
Maryland
$1.32M
EWM
8
Evermay Wealth Management
Virginia
$1.29M
GI
9
Gradient Investments
Minnesota
$560K
Morgan Stanley
10
Morgan Stanley
New York
$556K
LPL Financial
11
LPL Financial
California
$551K -$30.3K -600 -5%
MCM
12
Maryland Capital Management
Maryland
$502K +$14.3K +284 +3%
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$497K
IIM
14
Ipswich Investment Management
Massachusetts
$478K
PAG
15
Pinnacle Advisory Group
Maryland
$416K
GF
16
Gabelli Funds
New York
$391K +$50.5K +1,000 +14%
LWA
17
Lowe Wealth Advisors
Maryland
$390K
SC
18
Scotia Capital
Ontario, Canada
$314K
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$312K
Wells Fargo
20
Wells Fargo
California
$283K -$172K -3,410 -37%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$273K -$9.09K -180 -3%
LNC
22
Lincoln National Corp
Pennsylvania
$273K
Bank of America
23
Bank of America
North Carolina
$245K
RG
24
Rathbones Group
United Kingdom
$244K
AEPG
25
American Economic Planning Group
New Jersey
$225K +$1.11K +22 +0.5%

MKC.V Hedge Fund Activity: Q2 2017 in Review

32 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q2 2017, worth a combined $66.5M — down 24% from $88.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of MKC.V and 2 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was WMS Partners, adding an estimated $240K. The largest seller was Tufton Capital Management, cutting an estimated $20.2M.

  • 32 institutional investors held McCormick & Company Voting (MKC.V) as of Q2 2017, down from 35 in Q1 2017.
  • Funds reported $66.5M of McCormick & Company Voting stock for Q2 2017, down 24% quarter-over-quarter.
  • 2 funds opened new McCormick & Company Voting positions in Q2 2017 and 5 closed out, a net change of -3 holders.
  • The largest McCormick & Company Voting buyer in Q2 2017 was WMS Partners, an estimated $240K added.
  • The largest McCormick & Company Voting seller in Q2 2017 was Tufton Capital Management, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2017.