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

McCormick & Company Voting

43 hedge funds and large institutions have $51.9M invested in McCormick & Company Voting in 2019 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $48.8M → $51.9M (+$3.15M)

0.17% more ownership

Funds ownership: 7.1%7.27% (+0.17%)

4% less funds holding

Funds holding: 4543 (-2)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
4
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$13.8M
WP
2
WMS Partners
Maryland
$6.5M
TCM
3
Tufton Capital Management
Maryland
$5.57M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.73M -$183K -2,726 -7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.32M
GI
6
GAMCO Investors
Connecticut
$2.24M -$40.3K -600 -2%
Brown Advisory
7
Brown Advisory
Maryland
$1.93M
WAM
8
Wealthspire Advisors (Maryland)
Maryland
$1.87M
EWM
9
Evermay Wealth Management
Virginia
$1.67M
GF
10
Gabelli Funds
New York
$972K
Morgan Stanley
11
Morgan Stanley
New York
$893K -$8.06K -120 -1%
GI
12
Gradient Investments
Minnesota
$790K
LNC
13
Lincoln National Corp
Pennsylvania
$785K
MCM
14
Maryland Capital Management
Maryland
$769K
IIM
15
Ipswich Investment Management
Massachusetts
$722K -$6.72K -100 -1%
LPL Financial
16
LPL Financial
California
$691K -$24.2K -360 -4%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$655K
PAG
18
Pinnacle Advisory Group
Maryland
$636K
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$562K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$546K +$672 +10 +0.1%
SC
21
Scotia Capital
Ontario, Canada
$488K +$2.69K +40 +0.6%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$472K -$110K -1,634 -21%
BTS
23
BB&T Securities
Virginia
$466K
LWA
24
Lowe Wealth Advisors
Maryland
$441K -$38.3K -570 -9%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$353K

MKC.V Hedge Fund Activity: Q1 2019 in Review

43 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q1 2019, worth a combined $51.9M — up 6.5% from $48.8M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of MKC.V and 1 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 4 added.

The largest buyer was D.A. Davidson & Co, opening a new position worth an estimated $194K. The largest seller was 1 North Wealth Services, exiting entirely with an estimated $350K sold.

  • 43 institutional investors held McCormick & Company Voting (MKC.V) as of Q1 2019, down from 45 in Q4 2018.
  • Funds reported $51.9M of McCormick & Company Voting stock for Q1 2019, up 6.5% quarter-over-quarter.
  • 1 fund opened new McCormick & Company Voting positions in Q1 2019 and 3 closed out, a net change of -2 holders.
  • The largest McCormick & Company Voting buyer in Q1 2019 was D.A. Davidson & Co, an estimated $194K added.
  • The largest McCormick & Company Voting seller in Q1 2019 was 1 North Wealth Services, an estimated $350K sold.

Based on aggregated 13F filings for Q1 2019.