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McCormick & Company Non-Voting
MKC

681 hedge funds and large institutions have $10.4B invested in McCormick & Company Non-Voting in 2017 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 286 increasing their positions, 193 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $53.6M | Put options by funds: $19.5M

53% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 55

48% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 193

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

16% more capital invested

Capital invested by funds: $8.97B → $10.4B (+$1.41B)

6.53% more ownership

Funds ownership: 162.41% → 168.94% (+6.5%)

3% more funds holding

Funds holding: 658 → 681 (+23)

Holders
681
Holders Change
+23
Holders Change %
+3.5%
% of All Funds
16.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.27%
New
84
Increased
286
Reduced
193
Closed
55
Calls
$53.6M
Puts
$19.5M
Net Calls
+$34.1M
Net Calls Change
-$84.7M

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$304M
2
PI
Putnam Investments
Massachusetts
+$94.6M
3
Bank of America
Bank of America
North Carolina
+$94.5M
4
CAM
Congress Asset Management
Massachusetts
+$73.5M
5
AAMU
Amundi Asset Management US
Massachusetts
+$70.7M

Top Sellers

Rank Fund Capital Flow
1
Parnassus Investments
Parnassus Investments
California
-$170M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$41.6M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$41.3M
4
Morgan Stanley
Morgan Stanley
New York
-$21.4M
5
TCM
TimesSquare Capital Management
New York
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DZ Bank
226
DZ Bank
Germany
$3.22M -$887K -18,404 -23%
PDN
227
Pensionfund DSM Netherlands
Netherlands
$3.16M – – –
SGI
228
Summit Global Investments
Utah
$3.11M +$1.24M +25,714 +74%
AT
229
Argent Trust
Texas
$3.11M +$1.83K +38 +0.1%
BAS
230
Brown Advisory Securities
Maryland
$3.08M +$510K +10,574 +21%
LRPA
231
L. Roy Papp & Associates
Arizona
$2.99M -$254K -5,266 -8%
AIM
232
Achmea Investment Management
Netherlands
$2.95M -$601K -12,458 -18%
TCM
233
Tufton Capital Management
Maryland
$2.9M -$13.8M -287,230 -84%
MA
234
MUFG Americas
New York
$2.85M -$19K -394 -0.7%
OWD
235
Osborn Williams & Donohoe
Ohio
$2.83M -$168K -3,486 -6%
OPERF
236
Oregon Public Employees Retirement Fund
Oregon
$2.83M +$23.1K +480 +0.9%
XK
237
Xact Kapitalforvaltning
Sweden
$2.79M +$172K +3,558 +7%
CIBC World Market
238
CIBC World Market
Ontario, Canada
$2.75M -$2.29M -47,582 -47%
Wellington Management Group
239
Wellington Management Group
Massachusetts
$2.74M -$2.17M -45,070 -46%
TAM
240
Tocqueville Asset Management
New York
$2.74M -$122K -2,532 -5%
NMIMC
241
Northwestern Mutual Investment Management Company
Wisconsin
$2.74M +$65.3K +1,354 +3%
TF
242
TIAA FSB
Florida
$2.73M +$86.9K +1,802 +4%
JIC
243
Johnson Investment Counsel
Ohio
$2.73M +$2.14M +44,300 +502%
CGH
244
Crossmark Global Holdings
Texas
$2.72M +$2.56M +53,048 New
SOADOR
245
State of Alaska Department of Revenue
Alaska
$2.63M +$911K +18,900 +58%
MC
246
Mathes Company
New York
$2.62M – – –
Victory Capital Management
247
Victory Capital Management
Texas
$2.59M +$29.6K +614 +1%
FIM
248
Freedom Investment Management
Connecticut
$2.57M -$425K -8,822 -15%
FA
249
FDx Advisors
Illinois
$2.53M +$207K +4,290 +10%
Cambridge Investment Research Advisors
250
Cambridge Investment Research Advisors
Iowa
$2.48M +$47.7K +990 +2%
8 9
10
11 12

MKC Hedge Fund Activity: Q3 2017 in Review

681 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q3 2017, worth a combined $10.4B — up 16% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MKC positions and 55 closed out — a net gain of 29 holders — while 286 added to existing stakes and 193 trimmed.

The largest buyer was ClearBridge Investments, opening a new position worth an estimated $304M. The largest seller was Parnassus Investments, cutting an estimated $170M.

  • 681 institutional investors held McCormick & Company Non-Voting (MKC) as of Q3 2017, up from 658 in Q2 2017.
  • Funds reported $10.4B of McCormick & Company Non-Voting stock for Q3 2017, up 16% quarter-over-quarter.
  • 84 funds opened new McCormick & Company Non-Voting positions in Q3 2017 and 55 closed out, a net change of +29 holders.
  • The largest McCormick & Company Non-Voting buyer in Q3 2017 was ClearBridge Investments, an estimated $304M added.
  • The largest McCormick & Company Non-Voting seller in Q3 2017 was Parnassus Investments, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2017.