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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
DBT
526
Dubuque Bank & Trust
Iowa
$262K +$236K +4,898 +2,378%
DWA
527
Douglass Winthrop Advisors
New York
$261K – – –
SSW
528
Smith Shellnut Wilson
Mississippi
$261K +$246K +5,094 New
Parallax Volatility Advisers
529
Parallax Volatility Advisers
California
$259K +$244K +5,052 New
Edgewood Management
530
Edgewood Management
Connecticut
$257K – – –
PK
531
Pflug Koory
Nebraska
$257K – – –
IC
532
InterOcean Capital
Illinois
$256K – – –
Fiera Capital (Canada)
533
Fiera Capital (Canada)
Quebec, Canada
$254K +$239K +4,960 New
Korea Investment Corp
534
Korea Investment Corp
South Korea
$253K -$1.02M -21,200 -81%
LC
535
Landaas & Company
Wisconsin
$249K +$234K +4,844 New
Pacer Advisors
536
Pacer Advisors
Pennsylvania
$247K +$22.6K +468 +11%
PCM
537
Penserra Capital Management
California
$247K +$28.3K +588 +13%
PA
538
Parallel Advisors
California
$246K -$60.6K -1,258 -20%
OFS
539
Orrstown Financial Services
Pennsylvania
$238K +$30.2K +626 +16%
TSS
540
Two Sigma Securities
New York
$235K +$220K +4,570 New
AP
541
Advisor Partners
California
$234K -$71K -1,472 -24%
SSP
542
Sapphire Star Partners
Washington
$234K +$1.25K +26 +0.6%
NA
543
Navellier & Associates
Nevada
$232K -$289 -6 -0.1%
LC
544
Lincoln Capital
Nebraska
$231K +$96 +2 +0%
VAM
545
Visionary Asset Management
Texas
$229K +$215K +4,464 New
CT
546
Cambridge Trust
Massachusetts
$228K – – –
VF
547
Virtu Financial
New York
$228K +$215K +4,452 New
LS
548
Livforsakringsbolaget Skandia
Sweden
$225K – – –
IA
549
IFP Advisors
Florida
$225K +$39.2K +814 +23%
BC
550
Burney Company
Virginia
$217K – – –
20 21
22
23 24

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.