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McCormick & Company Voting

42 hedge funds and large institutions have $47.2M invested in McCormick & Company Voting in 2018 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

13% more capital invested

Capital invested by funds: $41.6M → $47.2M (+$5.61M)

11% more funds holding

Funds holding: 3842 (+4)

0% more ownership

Funds ownership: 7.22%7.22% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

Holders
42
Holders Change
+4
Holders Change %
+10.53%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$12.1M -$49.2K -800 -0.4%
WP
2
WMS Partners
Maryland
$5.69M
TCM
3
Tufton Capital Management
Maryland
$4.88M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.57M
GI
5
GAMCO Investors
Connecticut
$2.08M -$655K -10,640 -25%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.02M +$32K +520 +2%
BAS
7
Brown Advisory Securities
Maryland
$1.66M -$52.3K -850 -3%
WAM
8
Wealthspire Advisors (Maryland)
Maryland
$1.64M
EWM
9
Evermay Wealth Management
Virginia
$1.47M
LPL Financial
10
LPL Financial
California
$1.04M
GF
11
Gabelli Funds
New York
$851K
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$843K -$274K -4,444 -26%
Morgan Stanley
13
Morgan Stanley
New York
$790K
GI
14
Gradient Investments
Minnesota
$724K
LNC
15
Lincoln National Corp
Pennsylvania
$687K
MCM
16
Maryland Capital Management
Maryland
$673K
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$641K +$61.6K +1,000 +11%
IIM
18
Ipswich Investment Management
Massachusetts
$638K +$600K +9,750 New
PAG
19
Pinnacle Advisory Group
Maryland
$557K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$492K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$483K -$4.68K -76 -1%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$473K +$172K +2,796 +64%
LWA
23
Lowe Wealth Advisors
Maryland
$424K
SC
24
Scotia Capital
Ontario, Canada
$422K
BTS
25
BB&T Securities
Virginia
$408K

MKC.V Hedge Fund Activity: Q3 2018 in Review

42 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q3 2018, worth a combined $47.2M — up 13% from $41.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MKC.V positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was Ipswich Investment Management, opening a new position worth an estimated $600K. The largest seller was GAMCO Investors, cutting an estimated $655K.

  • 42 institutional investors held McCormick & Company Voting (MKC.V) as of Q3 2018, up from 38 in Q2 2018.
  • Funds reported $47.2M of McCormick & Company Voting stock for Q3 2018, up 13% quarter-over-quarter.
  • 5 funds opened new McCormick & Company Voting positions in Q3 2018 and 1 closed out, a net change of +4 holders.
  • The largest McCormick & Company Voting buyer in Q3 2018 was Ipswich Investment Management, an estimated $600K added.
  • The largest McCormick & Company Voting seller in Q3 2018 was GAMCO Investors, an estimated $655K sold.

Based on aggregated 13F filings for Q3 2018.