We are live on ! Find out more
MKC icon

McCormick & Company Non-Voting
MKC

853 hedge funds and large institutions have $14.6B invested in McCormick & Company Non-Voting in 2018 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 259 increasing their positions, 321 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 50

50% more funds holding in top 10

Funds holding in top 10: 20 → 30 (+10)

10% more funds holding

Funds holding: 777 → 853 (+76)

7% more capital invested

Capital invested by funds: $13.7B → $14.6B (+$946M)

3.55% more ownership

Funds ownership: 171.47% → 175.02% (+3.5%)

2% more call options, than puts

Call options by funds: $67.9M | Put options by funds: $66.4M

19% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 321

Holders
853
Holders Change
+76
Holders Change %
+9.78%
% of All Funds
19.01%
Holding in Top 10
30
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+50%
% of All Funds
0.67%
New
132
Increased
259
Reduced
321
Closed
50
Calls
$67.9M
Puts
$66.4M
Net Calls
+$1.46M
Net Calls Change
+$34.5M

Top Buyers

Rank Fund Capital Flow
1
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$386M
2
BlackRock
BlackRock
New York
+$135M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$102M
4
Morgan Stanley
Morgan Stanley
New York
+$89.2M
5
Invesco
Invesco
Georgia
+$75.8M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$400M
2
PI
Putnam Investments
Massachusetts
-$126M
3
EVM
Eaton Vance Management
Massachusetts
-$48.4M
4
TCM
TimesSquare Capital Management
New York
-$42.6M
5
CIC
Crawford Investment Counsel
Georgia
-$39.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HS
826
Horan Securities
United States
$7K – – –
KTC
827
Kistler-Tiffany Companies
Pennsylvania
$7K – – –
THWM
828
Taylor Hoffman Wealth Management
Virginia
$7K – – –
PWMG
829
Prestige Wealth Management Group
New Jersey
$7K +$7.03K +98 New
MPWT
830
MassMutual Private Wealth & Trust
Connecticut
$6.13K – – –
TWA
831
TCI Wealth Advisors
Arizona
$6K +$717 +10 +13%
AIA
832
Alera Investment Advisors
Illinois
$6K +$6.31K +88 New
LFA
833
Legacy Financial Advisors
Kentucky
$5K – – –
QAM
834
QCI Asset Management
New York
$5K – – –
TFO
835
Tarbox Family Office
California
$5K – – –
BCM
836
Brasada Capital Management
Texas
$4K – – –
OC
837
Oakworth Capital
Alabama
$4K – – –
FIB
838
First Interstate Bank
Montana
$3K – – –
WCM
839
WealthBridge Capital Management
Ohio
$3K +$2.58K +36 New
PFGIA
840
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$2.87K +40 New
JGIA
841
Jackson Grant Investment Advisers
Connecticut
$3K +$3.44K +48 New
TI
842
Truehand Inc
New Hampshire
$3K +$3.59K +50 New
ONST
843
Old North State Trust
North Carolina
$2K -$9.18K -128 -75%
Fidelity International
844
Fidelity International
Bermuda
$2K – – –
JAM
845
JCIC Asset Management
Ontario, Canada
$2K – – –
TFA
846
Transamerica Financial Advisors
Florida
$2K – – –
CA
847
Claro Advisors
Massachusetts
$2K +$2.29K +32 New
FCA
848
FinTrust Capital Advisors
South Carolina
$2K +$2.44K +34 New
SFA
849
Semmax Financial Advisors
North Carolina
$2K +$2.44K +34 New
WA
850
WBH Advisory
Maryland
$1.97K -$113K -1,580 -5%
32 33
34
35 36

MKC Hedge Fund Activity: Q4 2018 in Review

853 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q4 2018, worth a combined $14.6B — up 6.9% from $13.7B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MKC positions and 50 closed out — a net gain of 82 holders — while 259 added to existing stakes and 321 trimmed.

The largest buyer was Fundsmith LLP, opening a new position worth an estimated $386M. The largest seller was ClearBridge Investments, cutting an estimated $400M.

  • 853 institutional investors held McCormick & Company Non-Voting (MKC) as of Q4 2018, up from 777 in Q3 2018.
  • Funds reported $14.6B of McCormick & Company Non-Voting stock for Q4 2018, up 6.9% quarter-over-quarter.
  • 132 funds opened new McCormick & Company Non-Voting positions in Q4 2018 and 50 closed out, a net change of +82 holders.
  • The largest McCormick & Company Non-Voting buyer in Q4 2018 was Fundsmith LLP, an estimated $386M added.
  • The largest McCormick & Company Non-Voting seller in Q4 2018 was ClearBridge Investments, an estimated $400M sold.

Based on aggregated 13F filings for Q4 2018.