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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
CFG
551
Citizens Financial Group
Rhode Island
$216K -$14.5K -300 -7%
ICOA
552
Investment Centers of America
North Dakota
$214K +$201K +4,166 New
CAM
553
Covenant Asset Management
New Jersey
$213K – – –
WPA
554
West Paces Advisors
Georgia
$213K +$196K +4,068 +4,961%
BC
555
Brinker Capital
Pennsylvania
$212K +$199K +4,138 New
HFS
556
HL Financial Services
Kentucky
$212K +$199K +4,138 New
OCG
557
Opus Capital Group
Ohio
$208K +$196K +4,060 New
LJHT
558
Laurie J. Hall Trustee
$208K – – –
FAAS
559
First Allied Advisory Services
California
$206K -$10.1K -210 -5%
MWM
560
Mission Wealth Management
California
$205K -$30.9K -640 -14%
UFG
561
United Fire Group
Iowa
$205K – – –
IB
562
Intrust Bank
Kansas
$205K +$192K +3,990 New
CCC
563
Chelsea Counsel Company
California
$205K +$193K +4,000 New
CTI
564
Community Trust & Investment
Kentucky
$205K +$193K +4,000 New
SKK
565
Shepherd Kaplan Krochuk
Massachusetts
$205K +$193K +4,000 New
TBA
566
Train Babcock Advisors
New York
$205K +$193K +4,000 New
WAM
567
Wallington Asset Management
Indiana
$205K +$193K +4,000 New
Wolverine Trading
568
Wolverine Trading
Illinois
$202K -$594K -12,332 -76%
WWM
569
Willingdon Wealth Management
North Carolina
$202K -$8.68K -180 -4%
QC
570
QCM Cayman
Texas
$201K +$188K +3,910 New
CCM
571
Catawba Capital Management
Virginia
$200K +$188K +3,900 New
KCM
572
Kornitzer Capital Management
Kansas
$200K +$188K +3,900 New
MGIA
573
Moneta Group Investment Advisors
Missouri
$200K +$188K +3,900 New
GCP
574
GSA Capital Partners
United Kingdom
$200K +$188K +3,906 New
CCM
575
Covington Capital Management
California
$195K +$183K +3,800 New
21 22
23
24 25

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.