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McCormick & Company Voting

45 hedge funds and large institutions have $48.8M invested in McCormick & Company Voting in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

7% more funds holding

Funds holding: 4245 (+3)

3% more capital invested

Capital invested by funds: $47.2M → $48.8M (+$1.53M)

0.12% less ownership

Funds ownership: 7.22%7.1% (-0.12%)

67% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 9

Holders
45
Holders Change
+3
Holders Change %
+7.14%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
3
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$12.8M
WP
2
WMS Partners
Maryland
$6.03M
TCM
3
Tufton Capital Management
Maryland
$5.17M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.73M
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.15M +$20.4K +284 +0.9%
GI
6
GAMCO Investors
Connecticut
$2.12M -$86.1K -1,200 -4%
Brown Advisory
7
Brown Advisory
Maryland
$1.79M +$1.85M +25,822 New
WAM
8
Wealthspire Advisors (Maryland)
Maryland
$1.74M
EWM
9
Evermay Wealth Management
Virginia
$1.55M -$10.5K -146 -0.6%
GF
10
Gabelli Funds
New York
$902K
Morgan Stanley
11
Morgan Stanley
New York
$837K
GI
12
Gradient Investments
Minnesota
$733K -$35.9K -500 -5%
LNC
13
Lincoln National Corp
Pennsylvania
$729K
MCM
14
Maryland Capital Management
Maryland
$714K
IIM
15
Ipswich Investment Management
Massachusetts
$677K
LPL Financial
16
LPL Financial
California
$666K -$454K -6,328 -40%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$607K -$76K -1,060 -11%
PAG
18
Pinnacle Advisory Group
Maryland
$591K
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$551K -$351K -4,896 -38%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$522K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$506K -$6.02K -84 -1%
LWA
22
Lowe Wealth Advisors
Maryland
$449K
SC
23
Scotia Capital
Ontario, Canada
$449K +$2.01K +28 +0.4%
BTS
24
BB&T Securities
Virginia
$433K
Bank of America
25
Bank of America
North Carolina
$350K

MKC.V Hedge Fund Activity: Q4 2018 in Review

45 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q4 2018, worth a combined $48.8M — up 3.2% from $47.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MKC.V positions and 4 closed out — a net gain of 3 holders — while 3 added to existing stakes and 9 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $1.85M. The largest seller was Brown Advisory Securities, exiting entirely with an estimated $1.66M sold.

  • 45 institutional investors held McCormick & Company Voting (MKC.V) as of Q4 2018, up from 42 in Q3 2018.
  • Funds reported $48.8M of McCormick & Company Voting stock for Q4 2018, up 3.2% quarter-over-quarter.
  • 7 funds opened new McCormick & Company Voting positions in Q4 2018 and 4 closed out, a net change of +3 holders.
  • The largest McCormick & Company Voting buyer in Q4 2018 was Brown Advisory, an estimated $1.85M added.
  • The largest McCormick & Company Voting seller in Q4 2018 was Brown Advisory Securities, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2018.