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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
Capstone Investment Advisors
926
Capstone Investment Advisors
New York
-$14.6K -188 Closed
IFAM
927
Institutional & Family Asset Management
Colorado
-$16K -184 Closed
SIC
928
Samalin Investment Counsel
New York
-$11K -132 Closed
TFA
929
Tobias Financial Advisors
Florida
-$10K -126 Closed
PMFA
930
Plante Moran Financial Advisors
Michigan
-$10K -122 Closed
CB
931
CNB Bank
Pennsylvania
-$8K -112 Closed
PGAM
932
Princeton Global Asset Management
New Jersey
-$9 -108 Closed
ECM
933
Estabrook Capital Management
New York
-$8.49K -100 Closed
EWP
934
Engrave Wealth Partners
Texas
-$8K -98 Closed
THWM
935
Taylor Hoffman Wealth Management
Virginia
-$8K -98 Closed
CBT
936
Capital Bank & Trust
California
-$7K -86 Closed
CFN
937
Cordasco Financial Network
Florida
-$4K -50 Closed
CCM
938
Covington Capital Management
California
-$4K -42 Closed
SQA
939
Simon Quick Advisors
New Jersey
-$3K -34 Closed
ONST
940
Old North State Trust
North Carolina
-$3K -32 Closed
PWP
941
Personal Wealth Partners
Minnesota
-$2K -26 Closed
AIS
942
Accurate Investment Solutions
Pennsylvania
-$2K -24 Closed
JAM
943
JCIC Asset Management
Ontario, Canada
-$2K -24 Closed
CWA
944
Capital Wealth Alliance
Arizona
-$2K -20 Closed
PW
945
Price Wealth
Texas
-$1K -16 Closed
WCM
946
Wealthcare Capital Management
Virginia
-$1K -12 Closed
FIB
947
First Interstate Bank
Montana
-$1K -10 Closed
SHWM
948
Silicon Hills Wealth Management
Texas
-$68 -2 Closed
MWM
949
MBE Wealth Management
Wisconsin
+$1.09K +14 New

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.