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McCormick & Company Non-Voting

826 hedge funds and large institutions have $14.4B invested in McCormick & Company Non-Voting in 2020 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 274 increasing their positions, 339 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less call options, than puts

Call options by funds: $47.1M | Put options by funds: $47.4M

3.01% less ownership

Funds ownership: 168.15%165.14% (-3%)

7% less funds holding

Funds holding: 890826 (-64)

18% less capital invested

Capital invested by funds: $17.6B → $14.4B (-$3.24B)

19% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 339

19% less funds holding in top 10

Funds holding in top 10: 2621 (-5)

43% less first-time investments, than exits

New positions opened: 70 | Existing positions closed: 122

Holders
826
Holders Change
-64
Holders Change %
-7.19%
% of All Funds
18.2%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.46%
New
70
Increased
274
Reduced
339
Closed
122
Calls
$47.1M
Puts
$47.4M
Net Calls
-$320K
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
626
Wealth Alliance
New York
$259K +$284K +3,666 New
WP
627
WealthShield Partners
North Carolina
$257K -$59.1K -762 -17%
VWA
628
V Wealth Advisors
Kansas
$257K +$283K +3,644 New
BP
629
Ballentine Partners
Massachusetts
$254K +$11.5K +148 +4%
VAG
630
VisionPoint Advisory Group
Texas
$254K +$279K +3,594 New
Kovitz Investment Group Partners
631
Kovitz Investment Group Partners
Illinois
$253K -$10.1K -130 -4%
BOS
632
Bingham Osborn & Scarborough
California
$252K +$2.17K +28 +0.8%
WAM
633
Wealthspire Advisors (Maryland)
Maryland
$252K +$9K +116 +3%
CFB
634
Cullen/Frost Bankers
Texas
$251K -$5.12K -66 -2%
DT
635
Diversified Trust
Tennessee
$251K +$18.6K +240 +7%
GWM
636
GSB Wealth Management
Connecticut
$250K -$202K -2,600 -42%
CA
637
Cetera Advisors
Colorado
$247K -$30.4K -392 -10%
MCM
638
Murphy Capital Management
New Jersey
$247K -$7.76K -100 -3%
MERSOM
639
Municipal Employees' Retirement System of Michigan
Michigan
$247K
CCMD
640
Cypress Capital Management (Delaware)
Delaware
$244K
BMO
641
Beck Mack & Oliver
New York
$242K -$31.8K -410 -11%
PG
642
Prostatis Group
Maryland
$241K +$310 +4 +0.1%
PP
643
PDT Partners
New York
$241K +$265K +3,418 New
BFIM
644
Beese Fulmer Investment Management
Ohio
$240K
VFA
645
Voya Financial Advisors
Connecticut
$237K +$11K +142 +4%
IA
646
IFP Advisors
Florida
$235K +$151K +1,948 +123%
Mercer Global Advisors
647
Mercer Global Advisors
Colorado
$234K -$6.98K -90 -3%
EP
648
Eudaimonia Partners
Tennessee
$234K +$257K +3,316 New
MAM
649
Meeder Asset Management
Ohio
$230K +$237K +3,060 +1,515%
LI
650
LVZ Inc
Michigan
$229K

MKC Hedge Fund Activity: Q1 2020 in Review

826 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q1 2020, worth a combined $14.4B — down 18% from $17.6B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of MKC and 70 opened new positions — a net loss of 52 holders — while 339 trimmed existing stakes and 274 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $104M. The largest seller was ClearBridge Investments, cutting an estimated $336M.

  • 826 institutional investors held McCormick & Company Non-Voting (MKC) as of Q1 2020, down from 890 in Q4 2019.
  • Funds reported $14.4B of McCormick & Company Non-Voting stock for Q1 2020, down 18% quarter-over-quarter.
  • 70 funds opened new McCormick & Company Non-Voting positions in Q1 2020 and 122 closed out, a net change of -52 holders.
  • The largest McCormick & Company Non-Voting buyer in Q1 2020 was Renaissance Technologies, an estimated $104M added.
  • The largest McCormick & Company Non-Voting seller in Q1 2020 was ClearBridge Investments, an estimated $336M sold.

Based on aggregated 13F filings for Q1 2020.