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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
BHWM
751
Bay Harbor Wealth Management
Maryland
$24K -$621 -8 -2%
BWA
752
BDO Wealth Advisors
Florida
$24K +$26.1K +336 New
RWA
753
Ropes Wealth Advisors
Massachusetts
$23K
VAIA
754
Virtus Alternative Investment Advisers
Connecticut
$22K +$16.5K +212 +200%
VCM
755
Versant Capital Management
Arizona
$21K -$1.4K -18 -6%
CAL
756
Capital Advisors Ltd
Ohio
$20K
FWM
757
Focused Wealth Management
New York
$20K
EWM
758
EPG Wealth Management
Georgia
$19K
WAS
759
Winch Advisory Services
Wisconsin
$19K
ZB
760
Zions Bancorporation
Utah
$18K -$160K -2,068 -89%
JFA
761
JNBA Financial Advisors
Minnesota
$18K -$21.6K -278 -53%
FMTCOCP
762
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K
MMG
763
Monetary Management Group
Missouri
$18K
TFO
764
Tarbox Family Office
California
$18K +$7.14K +92 +57%
WAP
765
Wealthcare Advisory Partners
Pennsylvania
$18K +$19.2K +248 New
Lazard Asset Management
766
Lazard Asset Management
New York
$17K -$27.3K -352 -59%
CI
767
CX Institutional
Indiana
$17K +$3.26K +42 +21%
GSWM
768
Golden State Wealth Management
California
$17K +$18.6K +240 New
OAJ
769
Ogorek Anthony Joseph
New York
$16K
TC
770
Trust Company
Kansas
$16K +$17.2K +222 New
DOA
771
D'Orazio & Associates
Virginia
$15K
SC
772
Solstein Capital
California
$15K
SWM
773
Sugarloaf Wealth Management
Georgia
$15K
KPW
774
Kore Private Wealth
New York
$15K +$16.8K +216 New
AWM
775
AllSquare Wealth Management
New York
$14K

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.