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McCormick & Company Non-Voting

718 hedge funds and large institutions have $10.7B invested in McCormick & Company Non-Voting in 2017 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 267 increasing their positions, 230 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 49

16% more repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 230

5.99% more ownership

Funds ownership: 168.94%174.93% (+6%)

5% more funds holding

Funds holding: 681718 (+37)

3% more capital invested

Capital invested by funds: $10.4B → $10.7B (+$301M)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

72% less call options, than puts

Call options by funds: $15.5M | Put options by funds: $54.9M

Holders
718
Holders Change
+37
Holders Change %
+5.43%
% of All Funds
16.28%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
91
Increased
267
Reduced
230
Closed
49
Calls
$15.5M
Puts
$54.9M
Net Calls
-$39.4M
Net Calls Change
-$73.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
551
Pflug Koory
Nebraska
$255K
IC
552
InterOcean Capital
Illinois
$254K
CB
553
Chemical Bank
Michigan
$251K +$246K +4,930 New
CPA
554
Court Place Advisors
Maryland
$250K -$9.67K -194 -4%
AP
555
Advisor Partners
California
$249K +$23.4K +470 +10%
PTC
556
Private Trust Company
Ohio
$248K +$243K +4,880 New
LC
557
Landaas & Company
Wisconsin
$247K
OIWM
558
OptiFour Integrated Wealth Management
Virginia
$245K +$239K +4,800 New
STA
559
Summit Trail Advisors
New York
$242K +$241K +4,838 New
CS
560
Comerica Securities
Michigan
$241K +$234K +4,704 New
FAAS
561
First Allied Advisory Services
California
$237K +$30.9K +620 +15%
VAM
562
Visionary Asset Management
Texas
$234K +$6.38K +128 +3%
IA
563
IFP Advisors
Florida
$232K +$8.77K +176 +4%
LJHT
564
Laurie J. Hall Trustee
$232K +$24.9K +500 +12%
CC
565
Centiva Capital
New York
$232K +$227K +4,562 New
LC
566
Lincoln Capital
Nebraska
$230K +$100 +2 +0%
RIM
567
Redpoint Investment Management
Australia
$230K +$225K +4,518 New
SSP
568
Sapphire Star Partners
Washington
$227K -$5.28K -106 -2%
NA
569
Navellier & Associates
Nevada
$225K -$5.28K -106 -2%
FGC
570
Financial Gravity Companies
Texas
$224K +$205K +4,116 New
BC
571
Burney Company
Virginia
$223K +$5.68K +114 +3%
WPA
572
West Paces Advisors
Georgia
$222K +$10.8K +216 +5%
PCM
573
Prelude Capital Management
New York
$222K -$302K -6,060 -58%
IWC
574
Integrated Wealth Concepts
Massachusetts
$220K +$212K +4,262 New
CFG
575
Citizens Financial Group
Rhode Island
$214K

MKC Hedge Fund Activity: Q4 2017 in Review

718 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q4 2017, worth a combined $10.7B — up 2.9% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new MKC positions and 49 closed out — a net gain of 42 holders — while 267 added to existing stakes and 230 trimmed.

The largest buyer was ClearBridge Investments, adding an estimated $130M. The largest seller was Invesco, cutting an estimated $63.9M.

  • 718 institutional investors held McCormick & Company Non-Voting (MKC) as of Q4 2017, up from 681 in Q3 2017.
  • Funds reported $10.7B of McCormick & Company Non-Voting stock for Q4 2017, up 2.9% quarter-over-quarter.
  • 91 funds opened new McCormick & Company Non-Voting positions in Q4 2017 and 49 closed out, a net change of +42 holders.
  • The largest McCormick & Company Non-Voting buyer in Q4 2017 was ClearBridge Investments, an estimated $130M added.
  • The largest McCormick & Company Non-Voting seller in Q4 2017 was Invesco, an estimated $63.9M sold.

Based on aggregated 13F filings for Q4 2017.