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McCormick & Company Non-Voting

959 hedge funds and large institutions have $19.2B invested in McCormick & Company Non-Voting in 2020 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 336 increasing their positions, 334 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 67

4% more funds holding

Funds holding: 926959 (+33)

1% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 334

2% less capital invested

Capital invested by funds: $19.6B → $19.2B (-$388M)

6% less call options, than puts

Call options by funds: $35.8M | Put options by funds: $38M

26% less funds holding in top 10

Funds holding in top 10: 2317 (-6)

82.46% less ownership

Funds ownership: 163.44%80.98% (-82%)

Holders
959
Holders Change
+33
Holders Change %
+3.56%
% of All Funds
16.97%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.3%
New
118
Increased
336
Reduced
334
Closed
67
Calls
$35.8M
Puts
$38M
Net Calls
-$2.21M
Net Calls Change
+$62.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
476
Beacon Investment Advisory Services
New Jersey
$1.09M +$179K +1,900 +20%
KLI
477
Kelman-Lazarov Inc
Tennessee
$1.09M -$15.5K -164 -1%
S
478
Seeyond
France
$1.08M -$575K -6,088 -35%
SI
479
Stephens Inc
Arkansas
$1.08M +$291K +3,082 +37%
WAM
480
Wolverine Asset Management
Illinois
$1.08M +$1.06M +11,269 New
FIM
481
Fernwood Investment Management
Massachusetts
$1.06M -$24.5K -260 -2%
B
482
BP
United Kingdom
$1.05M -$931K -9,860 -47%
BCM
483
Becker Capital Management
Oregon
$1.03M -$3.59K -38 -0.4%
PIM
484
Profit Investment Management
Maryland
$1.02M -$1.21M -12,828 -55%
CAM
485
Cresset Asset Management
Illinois
$1M +$33.9K +359 +4%
RA
486
RFG Advisory
Alabama
$995K -$13.8K -146 -1%
SNBOSD
487
Security National Bank of So Dak
Iowa
$991K +$26.4K +280 +3%
BEI
488
Benjamin Edwards Inc
Missouri
$991K +$77K +816 +9%
FMW
489
Farr Miller & Washington
District of Columbia
$986K -$441K -4,675 -31%
RCA
490
Rowland Carmichael Advisors
Arizona
$957K +$125K +1,327 +15%
GLA
491
Great Lakes Advisors
Illinois
$946K +$2.27K +24 +0.2%
AP
492
Advisor Partners
California
$938K -$26.3K -279 -3%
FIM
493
Freedom Investment Management
Connecticut
$931K +$417K +4,421 +83%
FCI
494
Financial Counselors Inc
Kansas
$926K -$139K -1,476 -13%
MWM
495
Mission Wealth Management
California
$925K +$184K +1,951 +25%
SO
496
STRS Ohio
Ohio
$919K -$1.72M -18,183 -65%
DILIC
497
Dai-ichi Life Insurance Company
Japan
$911K -$2.27M -24,000 -72%
AWM
498
AE Wealth Management
Kansas
$905K +$89.1K +944 +11%
KNW
499
Kesler Norman & Wride
Utah
$904K +$892K +9,455 New
TCM
500
Twin Capital Management
Pennsylvania
$903K -$1.97M -20,880 -69%

MKC Hedge Fund Activity: Q4 2020 in Review

959 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q4 2020, worth a combined $19.2B — down 2% from $19.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new MKC positions and 67 closed out — a net gain of 51 holders — while 336 added to existing stakes and 334 trimmed.

The largest buyer was Fundsmith LLP, adding an estimated $99.1M. The largest seller was Goldman Sachs, cutting an estimated $63.6M.

  • 959 institutional investors held McCormick & Company Non-Voting (MKC) as of Q4 2020, up from 926 in Q3 2020.
  • Funds reported $19.2B of McCormick & Company Non-Voting stock for Q4 2020, down 2% quarter-over-quarter.
  • 118 funds opened new McCormick & Company Non-Voting positions in Q4 2020 and 67 closed out, a net change of +51 holders.
  • The largest McCormick & Company Non-Voting buyer in Q4 2020 was Fundsmith LLP, an estimated $99.1M added.
  • The largest McCormick & Company Non-Voting seller in Q4 2020 was Goldman Sachs, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2020.