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McCormick & Company Non-Voting

772 hedge funds and large institutions have $12.5B invested in McCormick & Company Non-Voting in 2018 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 290 increasing their positions, 259 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 45

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

12% more repeat investments, than reductions

Existing positions increased: 290 | Existing positions reduced: 259

12% more capital invested

Capital invested by funds: $11.2B → $12.5B (+$1.32B)

4.34% more ownership

Funds ownership: 173.14%177.48% (+4.3%)

3% more funds holding

Funds holding: 751772 (+21)

34% less call options, than puts

Call options by funds: $54.9M | Put options by funds: $83.3M

Holders
772
Holders Change
+21
Holders Change %
+2.8%
% of All Funds
17.67%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.39%
New
73
Increased
290
Reduced
259
Closed
45
Calls
$54.9M
Puts
$83.3M
Net Calls
-$28.4M
Net Calls Change
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
726
Valeo Financial Advisors
Indiana
$16K
WF
727
WealthTrust Fairport
Ohio
$16K
MSE
728
MUFG Securities EMEA
United Kingdom
$16K +$14.3K +272 New
MMG
729
Monetary Management Group
Missouri
$15K
CIA
730
CSat Investment Advisory
Michigan
$15K +$14K +266 New
PSC
731
Prentiss Smith & Co
Vermont
$14K
JCM
732
Jacobi Capital Management
Pennsylvania
$14K +$105 +2 +0.8%
QCIG
733
Quad-Cities Investment Group
Iowa
$14K +$12.5K +238 New
OAJ
734
Ogorek Anthony Joseph
New York
$13K
AWM
735
AllSquare Wealth Management
New York
$12K
AF
736
Arrow Financial
New York
$12K
FCB
737
First Command Bank
Texas
$12K
FCFS
738
First Command Financial Services
Texas
$12K
VIA
739
Vantage Investment Advisors
Pennsylvania
$12K
KTC
740
Kistler-Tiffany Companies
Pennsylvania
$11K -$27.5K -524 -73%
NSB
741
Norway Savings Bank
Maine
$11K
GFP
742
Gryphon Financial Partners
Ohio
$10K
NA
743
NewEdge Advisors
Louisiana
$9.78K +$656K +12,502 +8%
MWM
744
MinichMacGregor Wealth Management
New York
$9K -$1.47K -28 -15%
CHP
745
Cable Hill Partners
Oregon
$9K
AIS
746
Accurate Investment Solutions
Pennsylvania
$8K
MPWT
747
MassMutual Private Wealth & Trust
Connecticut
$7.43K +$3.88K +74 +137%
CHC
748
City Holding Co
West Virginia
$7K
FANJ
749
Financial Architects (New Jersey)
New Jersey
$7K
JA
750
JOYN Advisors
Georgia
$7K +$6.3K +120 +2,000%

MKC Hedge Fund Activity: Q2 2018 in Review

772 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q2 2018, worth a combined $12.5B — up 12% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new MKC positions and 45 closed out — a net gain of 28 holders — while 290 added to existing stakes and 259 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $97M. The largest seller was Eaton Vance Management, cutting an estimated $95.3M.

  • 772 institutional investors held McCormick & Company Non-Voting (MKC) as of Q2 2018, up from 751 in Q1 2018.
  • Funds reported $12.5B of McCormick & Company Non-Voting stock for Q2 2018, up 12% quarter-over-quarter.
  • 73 funds opened new McCormick & Company Non-Voting positions in Q2 2018 and 45 closed out, a net change of +28 holders.
  • The largest McCormick & Company Non-Voting buyer in Q2 2018 was Goldman Sachs, an estimated $97M added.
  • The largest McCormick & Company Non-Voting seller in Q2 2018 was Eaton Vance Management, an estimated $95.3M sold.

Based on aggregated 13F filings for Q2 2018.