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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
EFS
901
Essex Financial Services
Connecticut
-$213K -2,508 Closed
SFG
902
Sather Financial Group
Texas
-$210K -2,486 Closed
LWAC
903
Laurel Wealth Advisors (California)
California
-$211K -2,484 Closed
CCA
904
Cobblestone Capital Advisors
New York
-$211K -2,482 Closed
WBC
905
West Branch Capital
Massachusetts
-$210K -2,478 Closed
AWA
906
Arete Wealth Advisors
Illinois
-$210K -2,474 Closed
OFS
907
Orrstown Financial Services
Pennsylvania
-$206K -2,458 Closed
DWT
908
Dorsey & Whitney Trust
South Dakota
-$206K -2,430 Closed
P
909
Pitcairn
Pennsylvania
-$207K -2,430 Closed
RM
910
Resource Management
Louisiana
-$205K -2,420 Closed
VCM
911
Virtue Capital Management
Tennessee
-$205K -2,414 Closed
MFG
912
Merit Financial Group
Georgia
-$205K -2,412 Closed
NAM
913
NTV Asset Management
West Virginia
-$204K -2,400 Closed
TBA
914
Tower Bridge Advisors
Pennsylvania
-$204K -2,400 Closed
RIA
915
Realta Investment Advisors
Delaware
-$195K -2,302 Closed
BAM
916
Belpointe Asset Management
Nevada
-$149K -1,758 Closed
PCA
917
Peddock Capital Advisors
Massachusetts
-$107K -1,260 Closed
BRC
918
Bell Rock Capital
Delaware
-$86K -1,020 Closed
TPWA
919
TRUE Private Wealth Advisors
Oregon
-$74K -874 Closed
GLI
920
Guardian Life Insurance
New York
-$61K -720 Closed
KIG
921
Kessler Investment Group
Indiana
-$55K -652 Closed
IUHSA
922
Itau Unibanco Holding S.A.
Brazil
-$54K -634 Closed
TCWM
923
Total Clarity Wealth Management
Illinois
-$38K -450 Closed
ACM
924
Allred Capital Management
Texas
-$22.7K -268 Closed
BB
925
Busey Bank
Illinois
-$23K -268 Closed

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.