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McCormick & Company Non-Voting
MKC

926 hedge funds and large institutions have $19.6B invested in McCormick & Company Non-Voting in 2020 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 285 increasing their positions, 359 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 52

8% more capital invested

Capital invested by funds: $18.2B → $19.6B (+$1.44B)

5% more funds holding

Funds holding: 878 → 926 (+48)

5% more funds holding in top 10

Funds holding in top 10: 22 → 23 (+1)

0.01% more ownership

Funds ownership: 163.43% → 163.44% (+0.01%)

21% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 359

48% less call options, than puts

Call options by funds: $70M | Put options by funds: $135M

Holders
926
Holders Change
+48
Holders Change %
+5.47%
% of All Funds
18.68%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.46%
New
107
Increased
285
Reduced
359
Closed
52
Calls
$70M
Puts
$135M
Net Calls
-$64.7M
Net Calls Change
-$53.1M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$75.5M
2
A
AustralianSuper
Australia
+$31M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$30.8M
4
Goldman Sachs
Goldman Sachs
New York
+$28.1M
5
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$24.1M

Top Sellers

Rank Fund Capital Flow
1
Nordea Investment Management
Nordea Investment Management
Sweden
-$85.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$57.2M
3
State Street
State Street
Massachusetts
-$39.6M
4
KBC Group
KBC Group
Belgium
-$38.6M
5
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
-$34.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
901
Harvest Group Wealth Management
Massachusetts
$5K -$979 -10 -17%
CFN
902
Cordasco Financial Network
Florida
$5K – – –
RG
903
Retirement Group
California
$5K +$196 +2 +4%
RFA
904
Reilly Financial Advisors
California
$5K +$4.5K +46 New
PFWA
905
Paces Ferry Wealth Advisors
Georgia
$4K +$4.5K +46 New
EW
906
Evoke Wealth
California
$3K – – –
EWA
907
Evolution Wealth Advisors
Florida
$3K – – –
LWM
908
Liberty Wealth Management
California
$3K – – –
OC
909
Oakworth Capital
Alabama
$3K – – –
SFA
910
Semmax Financial Advisors
North Carolina
$3K – – –
PFGIA
911
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$392 +4 +18%
PCA
912
Providence Capital Advisors
North Carolina
$3K +$3.52K +36 New
F
913
F3Logic
Minnesota
$2.62K -$188K -1,920 -7%
ED
914
Exane Derivatives
France
$2.13K – – –
PMFA
915
Plante Moran Financial Advisors
Michigan
$2K – – –
TFGT
916
TS Financial Group (TSFG)
Illinois
$2K – – –
KFS
917
Kelly Financial Services
Massachusetts
$1.94K – – –
BWM
918
BerganKDV Wealth Management
Minnesota
$1K – – –
BG
919
Bollard Group
Massachusetts
$1K – – –
M
920
MOTCO
Texas
$1K – – –
PW
921
Price Wealth
Texas
$1K – – –
UFF
922
USA Financial Formulas
Michigan
$1K – – –
CA
923
Crewe Advisors
Utah
$1K +$1.18K +12 New
SSW
924
Smith Shellnut Wilson
Mississippi
$497 – – –
FCA
925
FinTrust Capital Advisors
South Carolina
$4 – – –
35 36
37
38 39

MKC Hedge Fund Activity: Q3 2020 in Review

926 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q3 2020, worth a combined $19.6B — up 7.9% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new MKC positions and 52 closed out — a net gain of 55 holders — while 285 added to existing stakes and 359 trimmed.

The largest buyer was BlackRock, adding an estimated $75.5M. The largest seller was Nordea Investment Management, cutting an estimated $85.9M.

  • 926 institutional investors held McCormick & Company Non-Voting (MKC) as of Q3 2020, up from 878 in Q2 2020.
  • Funds reported $19.6B of McCormick & Company Non-Voting stock for Q3 2020, up 7.9% quarter-over-quarter.
  • 107 funds opened new McCormick & Company Non-Voting positions in Q3 2020 and 52 closed out, a net change of +55 holders.
  • The largest McCormick & Company Non-Voting buyer in Q3 2020 was BlackRock, an estimated $75.5M added.
  • The largest McCormick & Company Non-Voting seller in Q3 2020 was Nordea Investment Management, an estimated $85.9M sold.

Based on aggregated 13F filings for Q3 2020.