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McCormick & Company Non-Voting

926 hedge funds and large institutions have $19.6B invested in McCormick & Company Non-Voting in 2020 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 285 increasing their positions, 359 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 52

8% more capital invested

Capital invested by funds: $18.2B → $19.6B (+$1.44B)

5% more funds holding

Funds holding: 878926 (+48)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

0.01% more ownership

Funds ownership: 163.43%163.44% (+0.01%)

21% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 359

48% less call options, than puts

Call options by funds: $70M | Put options by funds: $135M

Holders
926
Holders Change
+48
Holders Change %
+5.47%
% of All Funds
18.68%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.46%
New
107
Increased
285
Reduced
359
Closed
52
Calls
$70M
Puts
$135M
Net Calls
-$64.7M
Net Calls Change
-$53.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PL
726
Plancorp LLC
Missouri
$237K +$239K +2,442 New
VFA
727
Values First Advisors
Tennessee
$237K +$239K +2,442 New
FSC
728
Full Sail Capital
Oklahoma
$236K
BCA
729
Bay Colony Advisors
Massachusetts
$236K +$238K +2,432 New
YWP
730
YorkBridge Wealth Partners
New York
$235K +$12.5K +128 +6%
FMTC
731
Farmers & Merchants Trust Company
California
$233K -$35.2K -360 -13%
NAM
732
NTV Asset Management
West Virginia
$233K
EFS
733
Essex Financial Services
Connecticut
$233K +$979 +10 +0.4%
CAW
734
Cornerstone Advisors (Washington)
Washington
$233K +$5.68K +58 +2%
TBA
735
Tower Bridge Advisors
Pennsylvania
$233K
LWAC
736
Laurel Wealth Advisors (California)
California
$231K -$6.85K -70 -3%
SCA
737
Snowden Capital Advisors
New York
$227K
TCM
738
Tuttle Capital Management
Connecticut
$224K -$690K -7,046 -75%
OAM
739
Occidental Asset Management
California
$223K
SIM
740
Sadoff Investment Management
Wisconsin
$223K
WB
741
West Bancorporation
Iowa
$223K +$10.4K +106 +5%
FHA
742
Flagship Harbor Advisors
Massachusetts
$221K +$4.89K +50 +2%
CC
743
Callan Capital
California
$219K -$29K -296 -12%
IC
744
Inscription Capital
Texas
$218K
CCP
745
Corient Capital Partners
California
$218K +$220K +2,244 New
CCA
746
Cobblestone Capital Advisors
New York
$214K -$7.24K -74 -3%
RIA
747
Realta Investment Advisors
Delaware
$214K +$215K +2,200 New
PJSIMP
748
P.J. Schmidt Investment Management (PJS)
Wisconsin
$214K +$218K +2,226 New
AC
749
Arjuna Capital
North Carolina
$212K -$7.24K -74 -3%
Bank Julius Baer & Co
750
Bank Julius Baer & Co
Switzerland
$212K -$979 -10 -0.5%

MKC Hedge Fund Activity: Q3 2020 in Review

926 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q3 2020, worth a combined $19.6B — up 7.9% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new MKC positions and 52 closed out — a net gain of 55 holders — while 285 added to existing stakes and 359 trimmed.

The largest buyer was BlackRock, adding an estimated $75.5M. The largest seller was Nordea Investment Management, cutting an estimated $85.9M.

  • 926 institutional investors held McCormick & Company Non-Voting (MKC) as of Q3 2020, up from 878 in Q2 2020.
  • Funds reported $19.6B of McCormick & Company Non-Voting stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 107 funds opened new McCormick & Company Non-Voting positions in Q3 2020 and 52 closed out, a net change of +55 holders.
  • The largest McCormick & Company Non-Voting buyer in Q3 2020 was BlackRock, an estimated $75.5M added.
  • The largest McCormick & Company Non-Voting seller in Q3 2020 was Nordea Investment Management, an estimated $85.9M sold.

Based on aggregated 13F filings for Q3 2020.