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McCormick & Company Non-Voting
MKC

556 hedge funds and large institutions have $7.24B invested in McCormick & Company Non-Voting in 2014 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 205 increasing their positions, 184 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $6.42M | Put options by funds: $2.21M

139% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 33

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

13% more capital invested

Capital invested by funds: $6.41B → $7.24B (+$827M)

11% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 184

7% more funds holding

Funds holding: 519 → 556 (+37)

3.46% more ownership

Funds ownership: 163.58% → 167.04% (+3.5%)

Holders
556
Holders Change
+37
Holders Change %
+7.13%
% of All Funds
14.83%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.24%
New
79
Increased
205
Reduced
184
Closed
33
Calls
$6.42M
Puts
$2.21M
Net Calls
+$4.21M
Net Calls Change
+$2.25M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$97.9M
2
State Street
State Street
Massachusetts
+$38.8M
3
PIM
Profit Investment Management
Maryland
+$33.5M
4
SJIC
St. James Investment Company
Texas
+$28.7M
5
CBOA
Commonwealth Bank of Australia
Australia
+$28.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$300M
2
JHIU
Janus Henderson Investors US
Colorado
-$19.5M
3
ARC
Absolute Return Capital
Massachusetts
-$18.8M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$10.6M
5
DAC
Dividend Assets Capital
South Carolina
-$9.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
LS
301
Livforsakringsbolaget Skandia
Sweden
$1.28M – – –
GIA
302
Gateway Investment Advisers
Ohio
$1.26M -$40.5K -1,132 -3%
Mitsubishi UFJ Asset Management
303
Mitsubishi UFJ Asset Management
Japan
$1.25M -$157K -4,398 -12%
Creative Planning
304
Creative Planning
Kansas
$1.24M +$154K +4,294 +15%
MRCM
305
M&R Capital Management
New Jersey
$1.24M -$3.58K -100 -0.3%
JG
306
Jefferies Group
New York
$1.22M +$453K +12,666 +63%
PC
307
Palo Capital
California
$1.2M +$1.16M +32,400 New
TCOO
308
Trust Company of Oklahoma
Oklahoma
$1.2M +$7.16K +200 +0.6%
NMERB
309
New Mexico Educational Retirement Board
New Mexico
$1.17M -$122K -3,400 -10%
IGIM
310
I.G. Investment Management
Manitoba, Canada
$1.17M +$1.12M +31,400 New
YIA
311
YHB Investment Advisors
Connecticut
$1.17M +$46.2K +1,290 +4%
LDB
312
Lee, Danner & Bass
Tennessee
$1.16M -$27.9K -780 -2%
EAM
313
EULAV Asset Management
Florida
$1.14M +$215K +6,000 +24%
WAM
314
World Asset Management
Michigan
$1.14M -$237K -6,612 -18%
Janus Henderson Group
315
Janus Henderson Group
United Kingdom
$1.14M – – –
SNBOSCI
316
Security National Bank of Sioux City Iowa
Iowa
$1.11M -$20.5K -572 -2%
WSTAM
317
Wilbanks Smith & Thomas Asset Management
Virginia
$1.09M +$143 +4 +0%
MOACM
318
Mutual of America Capital Management
New York
$1.05M +$19K +532 +2%
TU
319
TDAM USA
Ontario, Canada
$1.04M -$26.3K -736 -3%
BIM
320
Beach Investment Management
Pennsylvania
$910K +$877K +24,500 New
LBC
321
Lowe Brockenbrough & Co
Virginia
$903K +$5.72K +160 +0.7%
PAG
322
Private Advisor Group
New Jersey
$901K +$181K +5,058 +26%
LIM
323
Leavell Investment Management
Alabama
$895K -$2.5K -70 -0.3%
DDC
324
DF Dent & Co
Maryland
$892K -$165K -4,620 -16%
BUB
325
BBVA USA Bancshares
Texas
$880K -$8.01K -224 -0.9%
11 12
13
14 15

MKC Hedge Fund Activity: Q4 2014 in Review

556 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q4 2014, worth a combined $7.24B — up 13% from $6.41B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new MKC positions and 33 closed out — a net gain of 46 holders — while 205 added to existing stakes and 184 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $97.9M. The largest seller was Morgan Stanley, cutting an estimated $300M.

  • 556 institutional investors held McCormick & Company Non-Voting (MKC) as of Q4 2014, up from 519 in Q3 2014.
  • Funds reported $7.24B of McCormick & Company Non-Voting stock for Q4 2014, up 13% quarter-over-quarter.
  • 79 funds opened new McCormick & Company Non-Voting positions in Q4 2014 and 33 closed out, a net change of +46 holders.
  • The largest McCormick & Company Non-Voting buyer in Q4 2014 was Goldman Sachs, an estimated $97.9M added.
  • The largest McCormick & Company Non-Voting seller in Q4 2014 was Morgan Stanley, an estimated $300M sold.

Based on aggregated 13F filings for Q4 2014.