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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
TFO
701
Tarbox Family Office
California
$4K
PFBT
702
Parkside Financial Bank & Trust
Missouri
$4K +$1.2K +24 +39%
FWM
703
Focused Wealth Management
New York
$4K +$3.79K +76 New
HFP
704
Holistic Financial Partners
Indiana
$4K +$4.09K +82 New
WEC
705
Winslow Evans & Crocker
Massachusetts
$3.67K -$18.1K -364 -83%
SWA
706
Sutton Wealth Advisors
Florida
$3.46K
TWA
707
TCI Wealth Advisors
Arizona
$3K
KJWM
708
Kiley Juergens Wealth Management
Washington
$3K +$3.19K +64 New
LFA
709
Legacy Financial Advisors
Kentucky
$3K +$3.49K +70 New
IWM
710
IHT Wealth Management
Illinois
$2K
DAM
711
Diamant Asset Management
Connecticut
$1.58K +$1.55M +31,010 New
CAM
712
ClariVest Asset Management
California
$1K -$299 -6 -30%
AWM
713
Avior Wealth Management
Nebraska
$1K +$698 +14 New
Financial Engines Advisors
714
Financial Engines Advisors
California
$1K +$698 +14 New
II
715
Inspire Investing
Idaho
$1K +$698 +14 New
GI
716
Gradient Investments
Minnesota
$1K +$797 +16 New
IWP
717
Icon Wealth Partners
Texas
$1K +$897 +18 New
PCG
718
Private Capital Group
Connecticut
$83 +$81.2K +1,630 New
Credit Agricole
719
Credit Agricole
France
-$21.7M -421,870 Closed
SCM
720
Stevens Capital Management
Pennsylvania
-$9.2M -179,318 Closed
NFA
721
Nationwide Fund Advisors
Ohio
-$3.32M -64,608 Closed
PG
722
PEAK6 Group
Illinois
-$1.84M -36,922 Closed
NLI
723
Nippon Life Insurance
Japan
-$1.53M -29,790 Closed
NIT
724
NumerixS Investment Technologies
British Columbia, Canada
-$1.33M -26,002 Closed
AP
725
AHL Partners
United Kingdom
-$1.28M -24,896 Closed

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.