We are live on ! Find out more
MKC icon

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
VanEck Associates
701
VanEck Associates
New York
$89K +$16K +206 +20%
CAM
702
CenterStar Asset Management
Illinois
$87K
KTC
703
Kistler-Tiffany Companies
Pennsylvania
$85K
PA
704
Procyon Advisors
Connecticut
$85K +$35.7K +460 +61%
LFG
705
Larson Financial Group
Missouri
$83K
GWS
706
Glassman Wealth Services
Virginia
$81K -$13.2K -170 -13%
WFMPM
707
Woodley Farra Manion Portfolio Management
Indiana
$81K
AF
708
Advisornet Financial
Minnesota
$79K +$20.2K +260 +30%
LWANC
709
Laurel Wealth Advisors (North Carolina)
North Carolina
$77K +$2.33K +30 +3%
MAM
710
Marquette Asset Management
Minnesota
$76K
AIM
711
Anchor Investment Management
South Carolina
$76K -$621 -8 -0.7%
TCM
712
Tradewinds Capital Management
Washington
$63K -$14K -180 -17%
KPCM
713
Kings Point Capital Management
New York
$63K
SIM
714
Sonora Investment Management
Arizona
$58K
LFG
715
LifePlan Financial Group
Ohio
$57K
BDWM
716
Brewin Dolphin Wealth Management
Ireland
$56.5K
FHA
717
First Horizon Advisors
Tennessee
$56K -$2.33K -30 -4%
LC
718
Lindbrook Capital
California
$56K -$1.4K -18 -2%
CFA
719
Carroll Financial Associates
North Carolina
$56K
OPS
720
Orion Portfolio Solutions
Nebraska
$56K +$6.52K +84 +12%
CA
721
Clearstead Advisors
Ohio
$56K +$62.1K +800 New
ST
722
Sageworth Trust
Pennsylvania
$55K
SFSIG
723
San Francisco Sentry Investment Group
California
$49K
MIFH
724
Migdal Insurance & Financial Holdings
Israel
$48K -$56.6K -730 -52%
GRP
725
Global Retirement Partners
California
$48K -$16.6K -214 -24%

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.