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McCormick & Company Non-Voting

878 hedge funds and large institutions have $18.2B invested in McCormick & Company Non-Voting in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 284 increasing their positions, 318 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 59

27% more capital invested

Capital invested by funds: $14.4B → $18.2B (+$3.81B)

6% more funds holding

Funds holding: 826878 (+52)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

1.71% less ownership

Funds ownership: 165.14%163.43% (-1.7%)

11% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 318

12% less call options, than puts

Call options by funds: $83.6M | Put options by funds: $95.2M

Holders
878
Holders Change
+52
Holders Change %
+6.3%
% of All Funds
18%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.45%
New
120
Increased
284
Reduced
318
Closed
59
Calls
$83.6M
Puts
$95.2M
Net Calls
-$11.5M
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PCAP
526
Pratt Collard Advisory Partners
New York
$580K +$84.8K +1,030 +19%
MJRIC
527
Mogy Joel R Investment Counsel
California
$574K
PWM
528
PBMares Wealth Management
Virginia
$574K
DJSG
529
D.J. St. Germain
Massachusetts
$569K +$23.4K +284 +5%
BSW
530
Buckingham Strategic Wealth
Missouri
$567K -$42.5K -516 -8%
KCM
531
Kornitzer Capital Management
Kansas
$565K
CT
532
Caldwell Trust
Florida
$564K
HH
533
Hilltop Holdings
Texas
$562K -$32K -388 -6%
IAP
534
Indie Asset Partners
Indiana
$559K -$140K -1,698 -23%
WOC
535
West Oak Capital
California
$559K -$24.7K -300 -5%
NBG
536
Nancy B. Gardiner
$551K
ISL
537
Ingalls & Snyder LLC
New York
$548K
KRSITF
538
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$546K -$116K -1,410 -19%
FNT
539
First National Trust
Pennsylvania
$542K +$498K +6,048 New
GC
540
Grace Capital
Massachusetts
$538K
Macquarie Group
541
Macquarie Group
Australia
$535K +$340K +4,122 +222%
KA
542
Kovack Advisors
Florida
$533K +$50.4K +612 +11%
SA
543
SL Advisors
New Jersey
$532K -$35.4K -430 -7%
VIA
544
Vident Investment Advisory
Georgia
$525K -$247K -2,996 -34%
TRCT
545
Tower Research Capital (TRC)
New York
$523K +$79.9K +970 +20%
PSUF
546
People's United Financial
Connecticut
$520K -$73.1K -888 -13%
IRF
547
IBM Retirement Fund
New York
$520K +$2.96K +36 +0.6%
GAM
548
Garrison Asset Management
Arkansas
$518K +$1.15K +14 +0.2%
TCM
549
Tufton Capital Management
Maryland
$515K
SCM
550
Stevens Capital Management
Pennsylvania
$515K +$473K +5,742 New

MKC Hedge Fund Activity: Q2 2020 in Review

878 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q2 2020, worth a combined $18.2B — up 27% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new MKC positions and 59 closed out — a net gain of 61 holders — while 284 added to existing stakes and 318 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $102M. The largest seller was Fidelity Investments, cutting an estimated $102M.

  • 878 institutional investors held McCormick & Company Non-Voting (MKC) as of Q2 2020, up from 826 in Q1 2020.
  • Funds reported $18.2B of McCormick & Company Non-Voting stock for Q2 2020, up 27% quarter-over-quarter.
  • 120 funds opened new McCormick & Company Non-Voting positions in Q2 2020 and 59 closed out, a net change of +61 holders.
  • The largest McCormick & Company Non-Voting buyer in Q2 2020 was Capital Research Global Investors, an estimated $102M added.
  • The largest McCormick & Company Non-Voting seller in Q2 2020 was Fidelity Investments, an estimated $102M sold.

Based on aggregated 13F filings for Q2 2020.