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McCormick & Company Voting

49 hedge funds and large institutions have $59.8M invested in McCormick & Company Voting in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

18% more capital invested

Capital invested by funds: $50.8M → $59.8M (+$9.02M)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

2.18% less ownership

Funds ownership: 5.61%3.42% (-2.2%)

4% less funds holding

Funds holding: 5149 (-2)

Holders
49
Holders Change
-2
Holders Change %
-3.92%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
10
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Colony Group
Massachusetts
$16.4M +$16.2M +171,916 New
WP
2
WMS Partners
Maryland
$6.19M
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.31M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.05M +$57.7K +611 +2%
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$2.78M +$259K +2,736 +10%
Brown Advisory
6
Brown Advisory
Maryland
$2.39M +$56.7K +600 +2%
WANY
7
Wealthspire Advisors (New York)
New York
$2.39M +$2.36M +25,000 New
Morgan Stanley
8
Morgan Stanley
New York
$2.33M -$80.3K -850 -3%
EWM
9
Evermay Wealth Management
Virginia
$1.97M
RJA
10
Raymond James & Associates
Florida
$1.41M +$1.06M +11,167 +308%
Truist Financial
11
Truist Financial
North Carolina
$1.26M
GF
12
Gabelli Funds
New York
$1.24M
LNC
13
Lincoln National Corp
Pennsylvania
$1M
GI
14
Gradient Investments
Minnesota
$993K -$480K -5,083 -50%
MCM
15
Maryland Capital Management
Maryland
$970K
PAG
16
Pinnacle Advisory Group
Maryland
$813K
GI
17
GAMCO Investors
Connecticut
$765K
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$749K
LPL Financial
19
LPL Financial
California
$714K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$703K +$567 +6 +0.1%
IIM
21
Ipswich Investment Management
Massachusetts
$669K +$47.3K +500 +8%
SC
22
Scotia Capital
Ontario, Canada
$622K +$567 +6 +0.1%
EVM
23
Eaton Vance Management
Massachusetts
$597K
LP
24
LMR Partners
United Kingdom
$540K +$19.7K +208 +4%
KAS
25
Kestra Advisory Services
Texas
$528K +$529K +5,602 New

MKC.V Hedge Fund Activity: Q4 2020 in Review

49 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Voting (MKC.V) for Q4 2020, worth a combined $59.8M — up 18% from $50.8M a quarter earlier.

Fund positioning in MKC.V was balanced in Q4 2020: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 6 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $16.2M. The largest seller was Tufton Capital Management, exiting entirely with an estimated $7.28M sold.

  • 49 institutional investors held McCormick & Company Voting (MKC.V) as of Q4 2020, down from 51 in Q3 2020.
  • Funds reported $59.8M of McCormick & Company Voting stock for Q4 2020, up 18% quarter-over-quarter.
  • 4 funds opened new McCormick & Company Voting positions in Q4 2020 and 4 closed out, a net change of 0 holders.
  • The largest McCormick & Company Voting buyer in Q4 2020 was Colony Group, an estimated $16.2M added.
  • The largest McCormick & Company Voting seller in Q4 2020 was Tufton Capital Management, an estimated $7.28M sold.

Based on aggregated 13F filings for Q4 2020.