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McCormick & Company Non-Voting

853 hedge funds and large institutions have $14.6B invested in McCormick & Company Non-Voting in 2018 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 259 increasing their positions, 321 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 50

50% more funds holding in top 10

Funds holding in top 10: 2030 (+10)

10% more funds holding

Funds holding: 777853 (+76)

7% more capital invested

Capital invested by funds: $13.7B → $14.6B (+$946M)

3.55% more ownership

Funds ownership: 171.47%175.02% (+3.5%)

2% more call options, than puts

Call options by funds: $67.9M | Put options by funds: $66.4M

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
853
Holders Change
+76
Holders Change %
+9.78%
% of All Funds
19.01%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.67%
New
132
Increased
259
Reduced
321
Closed
50
Calls
$67.9M
Puts
$66.4M
Net Calls
+$1.46M
Net Calls Change
+$34.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
276
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.2M +$2.77M +38,650 +526%
PIM
277
Penobscot Investment Management
Massachusetts
$3.2M +$37.3K +520 +1%
URS
278
Utah Retirement Systems
Utah
$3.14M
TFA
279
Toth Financial Advisory
Virginia
$3.13M -$322K -4,484 -9%
WGA
280
Weather Gauge Advisory
Virginia
$3.1M +$3.2M +44,576 New
BAS
281
Brown Advisory Securities
Maryland
$3.1M -$1.79M -25,008 -35%
NPA
282
Nichols & Pratt Advisers
Massachusetts
$3.08M -$14.3K -200 -0.4%
ARMC
283
American Research & Management Company
Massachusetts
$3.08M -$43K -600 -1%
CGH
284
Crossmark Global Holdings
Texas
$3M +$240K +3,344 +8%
JIC
285
Johnson Investment Counsel
Ohio
$2.98M +$38.9K +542 +1%
MCIM
286
Meadow Creek Investment Management
Georgia
$2.97M +$68.3K +952 +2%
Public Employees Retirement Association of Colorado
287
Public Employees Retirement Association of Colorado
Colorado
$2.95M -$7.32K -102 -0.2%
FIM
288
Fruth Investment Management
Texas
$2.94M -$53.8K -750 -2%
NAM
289
Nissay Asset Management
Japan
$2.91M -$328K -4,568 -10%
OC
290
Oppenheimer & Co
New York
$2.89M -$833K -11,620 -22%
KIA
291
KCM Investment Advisors
California
$2.89M +$7.89K +110 +0.3%
PAM
292
Palisade Asset Management
Minnesota
$2.85M -$5.02K -70 -0.2%
MSL
293
Mackay Shields LLC
New York
$2.82M +$133K +1,858 +5%
LTFS
294
Ladenburg Thalmann Financial Services
Florida
$2.81M +$453K +6,322 +19%
CIBC Asset Management
295
CIBC Asset Management
Ontario, Canada
$2.8M +$378K +5,272 +15%
Neuberger Berman Group
296
Neuberger Berman Group
New York
$2.79M +$717 +10 +0%
NIPH
297
NN Investment Partners Holdings
Netherlands
$2.75M -$150K -2,098 -5%
Korea Investment Corp
298
Korea Investment Corp
South Korea
$2.7M +$2.51M +35,000 +941%
PCM
299
Parsons Capital Management
Rhode Island
$2.67M -$117K -1,638 -4%
SC
300
Schulhoff & Co
Ohio
$2.65M -$82.2K -1,146 -3%

MKC Hedge Fund Activity: Q4 2018 in Review

853 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q4 2018, worth a combined $14.6B — up 6.9% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MKC positions and 50 closed out — a net gain of 82 holders — while 259 added to existing stakes and 321 trimmed.

The largest buyer was Fundsmith LLP, opening a new position worth an estimated $386M. The largest seller was ClearBridge Investments, cutting an estimated $400M.

  • 853 institutional investors held McCormick & Company Non-Voting (MKC) as of Q4 2018, up from 777 in Q3 2018.
  • Funds reported $14.6B of McCormick & Company Non-Voting stock for Q4 2018, up 6.9% quarter-over-quarter.
  • 132 funds opened new McCormick & Company Non-Voting positions in Q4 2018 and 50 closed out, a net change of +82 holders.
  • The largest McCormick & Company Non-Voting buyer in Q4 2018 was Fundsmith LLP, an estimated $386M added.
  • The largest McCormick & Company Non-Voting seller in Q4 2018 was ClearBridge Investments, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2018.