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McCormick & Company Non-Voting

890 hedge funds and large institutions have $17.6B invested in McCormick & Company Non-Voting in 2019 Q4 according to their latest regulatory filings, with 124 funds opening new positions, 279 increasing their positions, 323 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 57

41% more call options, than puts

Call options by funds: $63.4M | Put options by funds: $45M

6% more funds holding

Funds holding: 839890 (+51)

6% more capital invested

Capital invested by funds: $16.7B → $17.6B (+$973M)

5.16% less ownership

Funds ownership: 173.3%168.15% (-5.2%)

7% less funds holding in top 10

Funds holding in top 10: 2826 (-2)

14% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 323

Holders
890
Holders Change
+51
Holders Change %
+6.08%
% of All Funds
17.54%
Holding in Top 10
26
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.14%
% of All Funds
0.51%
New
124
Increased
279
Reduced
323
Closed
57
Calls
$63.4M
Puts
$45M
Net Calls
+$18.4M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
826
Institutional & Family Asset Management
Colorado
$16K -$331 -4 -2%
WTC
827
WhitTier Trust Company
Nevada
$16K
LWM
828
Liberty Wealth Management
California
$16K +$662 +8 +4%
Capstone Investment Advisors
829
Capstone Investment Advisors
New York
$16K +$15.6K +188 New
EARNEST Partners
830
EARNEST Partners
Georgia
$15K
GCM
831
Gables Capital Management
Florida
$15K
H
832
Hexavest
Quebec, Canada
$15K
NSB
833
Norway Savings Bank
Maine
$15K
SWA
834
Sutton Wealth Advisors
Florida
$14.4K
TFO
835
Tarbox Family Office
California
$14K -$2.48K -30 -16%
VFA
836
Valeo Financial Advisors
Indiana
$14K
PFBT
837
Parkside Financial Bank & Trust
Missouri
$13K +$1.32K +16 +12%
FCM
838
Firestone Capital Management
Florida
$13K +$12.4K +150 New
SLF
839
Sun Life Financial
Ontario, Canada
$12K -$4.63K -56 -28%
TIM
840
Tortoise Investment Management
New York
$12K
DAM
841
Delta Asset Management
Tennessee
$12K +$8.11K +98 +233%
CA
842
CXI Advisors
Indiana
$11K +$10.4K +126 New
SIC
843
Samalin Investment Counsel
New York
$11K +$10.9K +132 New
CHC
844
City Holding Co
West Virginia
$10K
PMFA
845
Plante Moran Financial Advisors
Michigan
$10K +$8.11K +98 +408%
TFA
846
Tobias Financial Advisors
Florida
$10K +$10.4K +126 New
QAM
847
QCI Asset Management
New York
$9K
TWA
848
TCI Wealth Advisors
Arizona
$9K +$2.48K +30 +38%
VAIA
849
Virtus Alternative Investment Advisers
Connecticut
$9K +$8.77K +106 New
WPA
850
West Paces Advisors
Georgia
$8.83K

MKC Hedge Fund Activity: Q4 2019 in Review

890 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q4 2019, worth a combined $17.6B — up 5.8% from $16.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new MKC positions and 57 closed out — a net gain of 67 holders — while 279 added to existing stakes and 323 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $61.6M. The largest seller was Fidelity Investments, cutting an estimated $156M.

  • 890 institutional investors held McCormick & Company Non-Voting (MKC) as of Q4 2019, up from 839 in Q3 2019.
  • Funds reported $17.6B of McCormick & Company Non-Voting stock for Q4 2019, up 5.8% quarter-over-quarter.
  • 124 funds opened new McCormick & Company Non-Voting positions in Q4 2019 and 57 closed out, a net change of +67 holders.
  • The largest McCormick & Company Non-Voting buyer in Q4 2019 was Morgan Stanley, an estimated $61.6M added.
  • The largest McCormick & Company Non-Voting seller in Q4 2019 was Fidelity Investments, an estimated $156M sold.

Based on aggregated 13F filings for Q4 2019.