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McCormick & Company Voting

51 hedge funds and large institutions have $50.8M invested in McCormick & Company Voting in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 13 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

9% more funds holding

Funds holding: 4751 (+4)

1.88% less ownership

Funds ownership: 7.48%5.61% (-1.9%)

18% less capital invested

Capital invested by funds: $61.7M → $50.8M (-$10.9M)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
8
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1
Tufton Capital Management
Maryland
$7.28M
WP
2
WMS Partners
Maryland
$6.32M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.39M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.06M +$29.4K +300 +1%
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$2.58M +$685K +7,000 +36%
Morgan Stanley
6
Morgan Stanley
New York
$2.47M +$157K +1,600 +7%
WAM
7
Wealthspire Advisors (Maryland)
Maryland
$2.44M -$2.74M -28,000 -53%
Brown Advisory
8
Brown Advisory
Maryland
$2.39M -$17.4K -178 -0.7%
EWM
9
Evermay Wealth Management
Virginia
$2.01M
Truist Financial
10
Truist Financial
North Carolina
$1.29M +$729K +7,446 +129%
GF
11
Gabelli Funds
New York
$1.27M
LNC
12
Lincoln National Corp
Pennsylvania
$1.03M
GI
13
Gradient Investments
Minnesota
$993K
MCM
14
Maryland Capital Management
Maryland
$991K -$13.1K -134 -1%
PAG
15
Pinnacle Advisory Group
Maryland
$831K
GI
16
GAMCO Investors
Connecticut
$781K -$117K -1,200 -13%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$767K -$22.5K -230 -3%
LPL Financial
18
LPL Financial
California
$730K -$88.1K -900 -11%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$727K +$729K +7,446 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$718K +$587 +6 +0.1%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$687K +$175K +1,788 +34%
SC
22
Scotia Capital
Ontario, Canada
$635K -$196 -2 -0%
IIM
23
Ipswich Investment Management
Massachusetts
$635K
EVM
24
Eaton Vance Management
Massachusetts
$610K
LP
25
LMR Partners
United Kingdom
$532K

MKC.V Hedge Fund Activity: Q3 2020 in Review

51 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q3 2020, worth a combined $50.8M — down 18% from $61.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MKC.V positions and 2 closed out — a net gain of 4 holders — while 8 added to existing stakes and 13 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $729K. The largest seller was Colony Group, exiting entirely with an estimated $15.3M sold.

  • 51 institutional investors held McCormick & Company Voting (MKC.V) as of Q3 2020, up from 47 in Q2 2020.
  • Funds reported $50.8M of McCormick & Company Voting stock for Q3 2020, down 18% quarter-over-quarter.
  • 6 funds opened new McCormick & Company Voting positions in Q3 2020 and 2 closed out, a net change of +4 holders.
  • The largest McCormick & Company Voting buyer in Q3 2020 was Envestnet Asset Management, an estimated $729K added.
  • The largest McCormick & Company Voting seller in Q3 2020 was Colony Group, an estimated $15.3M sold.

Based on aggregated 13F filings for Q3 2020.