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McCormick & Company Voting

48 hedge funds and large institutions have $62.4M invested in McCormick & Company Voting in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

16% more capital invested

Capital invested by funds: $53.9M → $62.4M (+$8.5M)

4% more funds holding

Funds holding: 4648 (+2)

0.52% more ownership

Funds ownership: 7.29%7.81% (+0.52%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
6
Reduced
8
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$15.7M
WP
2
WMS Partners
Maryland
$7.75M
TCM
3
Tufton Capital Management
Maryland
$6.38M
Morgan Stanley
4
Morgan Stanley
New York
$3.18M +$2.21M +26,774 +256%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.07M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$2.7M -$165 -2 -0%
Brown Advisory
7
Brown Advisory
Maryland
$2.16M -$25.1K -304 -1%
WAM
8
Wealthspire Advisors (Maryland)
Maryland
$2.14M
EWM
9
Evermay Wealth Management
Virginia
$1.85M -$18K -218 -1%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$1.3M +$512K +6,200 +69%
GF
11
Gabelli Funds
New York
$1.11M
GI
12
Gradient Investments
Minnesota
$904K
FC
13
Financial Consulate
Maryland
$902K -$116K -1,398 -12%
LNC
14
Lincoln National Corp
Pennsylvania
$898K
MCM
15
Maryland Capital Management
Maryland
$880K
GI
16
GAMCO Investors
Connecticut
$787K -$33.1K -400 -4%
LPL Financial
17
LPL Financial
California
$750K -$16.5K -200 -2%
PAG
18
Pinnacle Advisory Group
Maryland
$728K
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$728K
IIM
20
Ipswich Investment Management
Massachusetts
$727K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$643K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$626K +$661 +8 +0.1%
Citadel Advisors
23
Citadel Advisors
Florida
$594K +$574K +6,944 New
SC
24
Scotia Capital
Ontario, Canada
$554K
EVM
25
Eaton Vance Management
Massachusetts
$535K

MKC.V Hedge Fund Activity: Q4 2019 in Review

48 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q4 2019, worth a combined $62.4M — up 16% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MKC.V positions and 2 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.21M. The largest seller was Cypress Capital Management (Wyoming), exiting entirely with an estimated $165K sold.

  • 48 institutional investors held McCormick & Company Voting (MKC.V) as of Q4 2019, up from 46 in Q3 2019.
  • Funds reported $62.4M of McCormick & Company Voting stock for Q4 2019, up 16% quarter-over-quarter.
  • 6 funds opened new McCormick & Company Voting positions in Q4 2019 and 2 closed out, a net change of +4 holders.
  • The largest McCormick & Company Voting buyer in Q4 2019 was Morgan Stanley, an estimated $2.21M added.
  • The largest McCormick & Company Voting seller in Q4 2019 was Cypress Capital Management (Wyoming), an estimated $165K sold.

Based on aggregated 13F filings for Q4 2019.