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McCormick & Company Non-Voting

826 hedge funds and large institutions have $14.4B invested in McCormick & Company Non-Voting in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 339 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less call options, than puts

Call options by funds: $47.1M | Put options by funds: $47.4M

3.01% less ownership

Funds ownership: 168.15%165.14% (-3%)

7% less funds holding

Funds holding: 890826 (-64)

18% less capital invested

Capital invested by funds: $17.6B → $14.4B (-$3.24B)

19% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 339

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

43% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 122

Holders
826
Holders Change
-64
Holders Change %
-7.19%
% of All Funds
18.2%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.46%
New
70
Increased
274
Reduced
339
Closed
122
Calls
$47.1M
Puts
$47.4M
Net Calls
-$320K
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
426
Chartwell Investment Partners
Pennsylvania
$946K -$1.58M -20,332 -60%
Mackenzie Financial
427
Mackenzie Financial
Ontario, Canada
$935K +$51.7K +666 +5%
ICP
428
Ironvine Capital Partners
Nebraska
$932K
WT
429
Whittier Trust
California
$928K -$55.6K -716 -5%
NMIMC
430
Northwestern Mutual Investment Management Company
Wisconsin
$911K +$256K +3,300 +34%
EWM
431
Elmwood Wealth Management
California
$911K +$241K +3,112 +22%
DAS
432
Dynamic Advisor Solutions
Arizona
$903K -$108K -1,396 -10%
LNC
433
Lincoln National Corp
Pennsylvania
$876K +$776 +10 +0.1%
JG
434
Jefferies Group
New York
$871K -$1.15M -14,870 -55%
RJT
435
Raymond James Trust
Florida
$869K +$25.3K +326 +3%
ECM
436
Everence Capital Management
Indiana
$866K
OTPPB
437
Ontario Teachers' Pension Plan Board
Ontario, Canada
$860K -$1.31M -16,850 -58%
PAG
438
Pinnacle Advisory Group
Maryland
$847K
GSBTD
439
Glenview State Bank Trust Department
Illinois
$837K
BA
440
Bridgewater Associates
Connecticut
$821K +$902K +11,628 New
TCM
441
Twin Capital Management
Pennsylvania
$803K +$7.76K +100 +0.9%
Daiwa Securities Group
442
Daiwa Securities Group
Japan
$802K +$77.6K +1,000 +10%
FIM
443
Fernwood Investment Management
Massachusetts
$801K
PFM
444
Patton Fund Management
Texas
$796K -$2.51M -32,378 -74%
LFS
445
Legacy Financial Strategies
Kansas
$795K +$30.6K +394 +4%
WAM
446
World Asset Management
Michigan
$792K -$523K -6,740 -38%
CA
447
Callahan Advisors
Texas
$788K -$37.6K -484 -4%
RA
448
RFG Advisory
Alabama
$788K +$102K +1,318 +13%
BCM
449
Becker Capital Management
Oregon
$782K
IB
450
Intrust Bank
Kansas
$781K +$1.24K +16 +0.1%

MKC Hedge Fund Activity: Q1 2020 in Review

826 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q1 2020, worth a combined $14.4B — down 18% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of MKC and 70 opened new positions — a net loss of 52 holders — while 339 trimmed existing stakes and 274 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $104M. The largest seller was ClearBridge Investments, cutting an estimated $336M.

  • 826 institutional investors held McCormick & Company Non-Voting (MKC) as of Q1 2020, down from 890 in Q4 2019.
  • Funds reported $14.4B of McCormick & Company Non-Voting stock for Q1 2020, down 18% quarter-over-quarter.
  • 70 funds opened new McCormick & Company Non-Voting positions in Q1 2020 and 122 closed out, a net change of -52 holders.
  • The largest McCormick & Company Non-Voting buyer in Q1 2020 was Renaissance Technologies, an estimated $104M added.
  • The largest McCormick & Company Non-Voting seller in Q1 2020 was ClearBridge Investments, an estimated $336M sold.

Based on aggregated 13F filings for Q1 2020.