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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
VFA
676
Valeo Financial Advisors
Indiana
$13K +$12K +240 +1,714%
OAJ
677
Ogorek Anthony Joseph
New York
$12K +$12K +240 New
KA
678
Kaizen Advisory
Illinois
$11K +$11.1K +222 New
RE
679
RBC Europe
United Kingdom
$10.8K – – –
WAP
680
Wealthcare Advisory Partners
Pennsylvania
$10K -$27.4K -550 -73%
AWM
681
AllSquare Wealth Management
New York
$10K – – –
AF
682
Arrow Financial
New York
$10K – – –
DSC
683
Duncker Streett & Co
Missouri
$10K – – –
FCB
684
First Command Bank
Texas
$10K – – –
FCFS
685
First Command Financial Services
Texas
$10K – – –
PCP
686
Proficio Capital Partners
Massachusetts
$10K – – –
MPWT
687
MassMutual Private Wealth & Trust
Connecticut
$9.58K -$797 -16 -8%
MWM
688
MinichMacGregor Wealth Management
New York
$9K – – –
NSB
689
Norway Savings Bank
Maine
$9K – – –
GFP
690
Gryphon Financial Partners
Ohio
$9K +$8.37K +168 New
CHP
691
Cable Hill Partners
Oregon
$8K -$3.29K -66 -30%
AIS
692
Accurate Investment Solutions
Pennsylvania
$7K – – –
CHC
693
City Holding Co
West Virginia
$6K – – –
CFD
694
Creative Financial Designs
Indiana
$6K – – –
MA
695
MCF Advisors
Kentucky
$6K – – –
HS
696
Horan Securities
United States
$5K – – –
PFGIA
697
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
THWM
698
Taylor Hoffman Wealth Management
Virginia
$5K +$4.88K +98 New
EARNEST Partners
699
EARNEST Partners
Georgia
$5K +$4.98K +100 New
QAM
700
QCI Asset Management
New York
$4K – – –
26 27
28
29 30

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.