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McCormick & Company Voting

35 hedge funds and large institutions have $75M invested in McCormick & Company Voting in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $61.9M → $75M (+$13.1M)

9% more funds holding

Funds holding: 3235 (+3)

3.16% more ownership

Funds ownership: 11.02%14.18% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 5

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.8%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
5
Reduced
5
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tufton Capital Management
Maryland
$41.6M
CG
2
Colony Group
Massachusetts
$9.84M +$9.74M +185,384 New
WP
3
WMS Partners
Maryland
$4.61M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.18M
GI
5
GAMCO Investors
Connecticut
$2.15M -$94.5K -1,800 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$1.6M -$52.5K -1,000 -3%
BAS
7
Brown Advisory Securities
Maryland
$1.44M
WAM
8
Wealthspire Advisors (Maryland)
Maryland
$1.33M
EWM
9
Evermay Wealth Management
Virginia
$1.19M -$210K -4,000 -15%
GF
10
Gabelli Funds
New York
$690K
Morgan Stanley
11
Morgan Stanley
New York
$640K +$52.5K +1,000 +9%
GI
12
Gradient Investments
Minnesota
$587K
MCM
13
Maryland Capital Management
Maryland
$546K
LPL Financial
14
LPL Financial
California
$531K
IIM
15
Ipswich Investment Management
Massachusetts
$520K
California Public Employees Retirement System
16
California Public Employees Retirement System
California
$508K +$62.1K +1,182 +14%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$489K
PAG
18
Pinnacle Advisory Group
Maryland
$452K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$399K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$394K +$1.37K +26 +0.4%
LWA
21
Lowe Wealth Advisors
Maryland
$382K
WWM
22
Willingdon Wealth Management
North Carolina
$370K +$183K +3,484 +100%
SC
23
Scotia Capital
Ontario, Canada
$351K
BTS
24
BB&T Securities
Virginia
$331K
LNC
25
Lincoln National Corp
Pennsylvania
$297K -$294K -5,600 -50%

MKC.V Hedge Fund Activity: Q1 2018 in Review

35 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2018, worth a combined $75M — up 21% from $61.9M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MKC.V positions and 0 closed out — a net gain of 3 holders — while 5 added to existing stakes and 5 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $9.74M. The largest seller was Lincoln National Corp, cutting an estimated $294K.

  • 35 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2018, up from 32 in Q4 2017.
  • Funds reported $75M of McCormick & Company Voting stock for Q1 2018, up 21% quarter-over-quarter.
  • 3 funds opened new McCormick & Company Voting positions in Q1 2018 and 0 closed out, a net change of +3 holders.
  • The largest McCormick & Company Voting buyer in Q1 2018 was Colony Group, an estimated $9.74M added.
  • The largest McCormick & Company Voting seller in Q1 2018 was Lincoln National Corp, an estimated $294K sold.

Based on aggregated 13F filings for Q1 2018.