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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
FDCDDQ
476
Federation des caisses Desjardins du Quebec
Quebec, Canada
$397K -$1.16K -24 -0.3%
WT
477
Whittier Trust
California
$396K – – –
AIA
478
Allegis Investment Advisors
Idaho
$389K +$365K +7,576 New
IIM
479
Ironwood Investment Management
Massachusetts
$387K +$14.2K +294 +4%
DAC
480
Dividend Assets Capital
South Carolina
$385K – – –
HCM
481
HM Capital Management
Missouri
$380K +$1.74K +36 +0.5%
NBG
482
Nancy B. Gardiner
$366K – – –
EOJOAM
483
E. Ohman J:or Asset Management
Sweden
$359K – – –
CC
484
Cadinha & Co
Hawaii
$359K – – –
CCM
485
Cadence Capital Management
Massachusetts
$359K +$337K +6,990 New
CI
486
Conning Inc
Connecticut
$356K -$7.71K -160 -2%
LNWWM
487
Laird Norton Wetherby Wealth Management
California
$355K +$14.8K +306 +5%
GLA
488
Great Lakes Advisors
Illinois
$354K -$46.1K -956 -12%
PFS
489
Physicians Financial Services
North Carolina
$354K – – –
GXMC
490
Global X Management Company
New York
$354K +$59.8K +1,240 +22%
VCAM
491
Van Cleef Asset Management
Ohio
$352K – – –
Daiwa Securities Group
492
Daiwa Securities Group
Japan
$351K +$6.75K +140 +2%
SPC
493
Sigma Planning Corp
Michigan
$350K +$15.2K +316 +5%
MC
494
Moors & Cabot
Massachusetts
$338K +$318K +6,598 New
BP
495
Ballentine Partners
Massachusetts
$333K -$6.07K -126 -2%
CSM
496
CAMG Solamere Management
North Carolina
$332K – – –
KFS
497
Kurt F. Somerville
$331K -$1.54K -32 -0.5%
RP
498
Rowlandmiller & Partners
Georgia
$329K +$5.01K +104 +2%
MJRIC
499
Mogy Joel R Investment Counsel
California
$328K -$53K -1,100 -15%
W
500
Wealthfront
California
$324K +$52.9K +1,098 +21%
18 19
20
21 22

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.