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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
SL
801
Savior LLC
Massachusetts
$6K
IA
802
IndexIQ Advisors
New York
$6K +$155 +2 +2%
SMG
803
Spectrum Management Group
Indiana
$6K +$6.36K +82 New
CAGAS
804
Capital Advisory Group Advisory Services
Minnesota
$6K +$7.14K +92 New
OAM
805
Optimal Asset Management
California
$5.5K +$2.7M +34,804 +81%
BWM
806
Baystate Wealth Management
Massachusetts
$5K
BL
807
Balentine LLC
Georgia
$5K +$1.09K +14 +24%
SFG
808
Sowa Financial Group
Rhode Island
$4K +$4.35K +56 New
FCA
809
FinTrust Capital Advisors
South Carolina
$3K
DWM
810
Darwin Wealth Management
Florida
$3K +$3.73K +48 New
EW
811
Evoke Wealth
California
$2.12K +$2.33K +30 New
LWM
812
Liberty Wealth Management
California
$2K -$12.6K -162 -86%
AIC
813
Ameritas Investment Company
Nebraska
$2K -$5.43K -70 -74%
OSAM
814
O'Shaughnessy Asset Management
Connecticut
$2K -$4.35K -56 -65%
OC
815
Oakworth Capital
Alabama
$2K
PFGIA
816
Patriot Financial Group Insurance Agency
Massachusetts
$2K
SFA
817
Semmax Financial Advisors
North Carolina
$2K
ED
818
Exane Derivatives
France
$1.55K
KFS
819
Kelly Financial Services
Massachusetts
$1.41K
CG
820
Cutler Group
California
$1K -$298K -3,834 -99%
GI
821
Gradient Investments
Minnesota
$1K -$5.43K -70 -90%
TFGT
822
TS Financial Group (TSFG)
Illinois
$1K
M
823
MOTCO
Texas
$1K +$621 +8 New
PCTC
824
Perkins Coie Trust Company
Washington
$1K +$776 +10 New
FCH
825
Freestone Capital Holdings
Washington
$598 +$28.9K +372 +5%

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.