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McCormick & Company Non-Voting
MKC

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: 681 → 718 (+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: 11 → 7 (-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

Top Buyers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
+$130M
2
PI
Putnam Investments
Massachusetts
+$98.3M
3
DZ Bank
DZ Bank
Germany
+$55.7M
4
Jennison Associates
Jennison Associates
New York
+$42.8M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$26.8M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$63.9M
2
Wells Fargo
Wells Fargo
California
-$57.3M
3
BlackRock
BlackRock
New York
-$23.1M
4
Goldman Sachs
Goldman Sachs
New York
-$22.6M
5
Credit Agricole
Credit Agricole
France
-$21.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
576
Mission Wealth Management
California
$214K +$9.96K +200 +5%
BC
577
Brinker Capital
Pennsylvania
$212K -$100 -2 -0%
CAM
578
Covenant Asset Management
New Jersey
$212K – – –
HFS
579
HL Financial Services
Kentucky
$211K – – –
OCG
580
Opus Capital Group
Ohio
$207K – – –
FB
581
Fulton Bank
Pennsylvania
$205K +$200K +4,010 New
CCC
582
Chelsea Counsel Company
California
$204K – – –
SKK
583
Shepherd Kaplan Krochuk
Massachusetts
$204K – – –
TBA
584
Train Babcock Advisors
New York
$204K – – –
WAM
585
Wallington Asset Management
Indiana
$204K – – –
ASN
586
Advisory Services Network
Georgia
$204K +$151K +3,028 +308%
PCAP
587
Pratt Collard Advisory Partners
New York
$204K +$200K +4,010 New
BBHC
588
Brown Brothers Harriman & Co
New York
$203K +$44.8K +900 +29%
RT
589
Rockland Trust
Massachusetts
$200K +$196K +3,930 New
MGIA
590
Moneta Group Investment Advisors
Missouri
$199K – – –
APA
591
American Portfolios Advisors
New York
$196K +$192K +3,850 New
CCM
592
Covington Capital Management
California
$194K – – –
WWM
593
Willingdon Wealth Management
North Carolina
$193K -$7.57K -152 -4%
LS
594
Livforsakringsbolaget Skandia
Sweden
$183K -$39.9K -800 -18%
ZB
595
Zions Bancorporation
Utah
$173K +$60.8K +1,220 +56%
CIBC Private Wealth Group
596
CIBC Private Wealth Group
Georgia
$173K +$169K +3,390 New
FHA
597
First Horizon Advisors
Tennessee
$164K +$1.29K +26 +0.8%
AF
598
Allworth Financial
California
$163K – – –
GWM
599
Geneos Wealth Management
Colorado
$161K +$4.98K +100 +3%
RIM
600
Rampart Investment Management
Connecticut
$151K +$4.38K +88 +3%
22 23
24
25 26

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.