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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
SIM
626
Sonora Investment Management
Arizona
$29.8K – – –
CJA
627
C-J Advisory
California
$28K -$2.6K -54 -9%
GLI
628
Guardian Life Insurance
New York
$28K +$1.35K +28 +5%
CAW
629
Cornerstone Advisors (Washington)
Washington
$26K – – –
GAM
630
Gemmer Asset Management
California
$26K +$24.1K +500 New
AIM
631
Arcadia Investment Management
Michigan
$25K – – –
EFSCE
632
Enterprise Financial Services Corp (EFSC)
Missouri
$25K – – –
FMII
633
Farmers & Merchants Investments Inc
Nebraska
$24K +$3.37K +70 +18%
WEC
634
Winslow Evans & Crocker
Massachusetts
$22.4K -$9.64K -200 -31%
CG
635
Cutler Group
California
$21K -$170K -3,518 -89%
JFA
636
JNBA Financial Advisors
Minnesota
$21K – – –
VNA
637
Valley National Advisers
Pennsylvania
$21K – – –
VCM
638
Vigilant Capital Management
Maine
$21K – – –
VCM
639
Versant Capital Management
Arizona
$20K -$386 -8 -2%
SIC
640
Salem Investment Counselors
North Carolina
$20K – – –
RWA
641
Ropes Wealth Advisors
Massachusetts
$17K – – –
ADL
642
Asset Dedication LLC
California
$16K – – –
CAL
643
Capital Advisors Ltd
Ohio
$14K – – –
GWS
644
Glassman Wealth Services
Virginia
$14K – – –
QCG
645
Quadrant Capital Group
Ohio
$14K +$2.99K +62 +23%
MMG
646
Monetary Management Group
Missouri
$13K – – –
JCM
647
Jacobi Capital Management
Pennsylvania
$12K +$11.9K +246 New
BFEC
648
Benjamin F. Edwards & Company
Missouri
$11K +$96 +2 +0.9%
CHP
649
Cable Hill Partners
Oregon
$11K +$771 +16 +8%
RE
650
RBC Europe
United Kingdom
$10.9K +$10.2K +212 New
24 25
26
27 28

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.