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McCormick & Company Non-Voting

973 hedge funds and large institutions have $20.2B invested in McCormick & Company Non-Voting in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 336 increasing their positions, 318 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $83.5M | Put options by funds: $31.2M

77% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 87

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

22% more capital invested

Capital invested by funds: $16.5B → $20.2B (+$3.69B)

5% more funds holding

Funds holding: 924973 (+49)

2.28% more ownership

Funds ownership: 81.78%84.07% (+2.3%)

6% more repeat investments, than reductions

Existing positions increased: 336 | Existing positions reduced: 318

Holders
973
Holders Change
+49
Holders Change %
+5.3%
% of All Funds
14.97%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.12%
New
154
Increased
336
Reduced
318
Closed
87
Calls
$83.5M
Puts
$31.2M
Net Calls
+$52.2M
Net Calls Change
+$46.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
376
Whittier Trust
California
$1.8M +$257K +3,012 +19%
JWM
377
JGP Wealth Management
Oregon
$1.79M +$426 +5 +0%
GWM
378
GSB Wealth Management
Connecticut
$1.78M +$1.57M +18,423 New
TRSOTSOK
379
Teachers Retirement System of the State of Kentucky
Kentucky
$1.77M -$75.4K -885 -5%
BTWM
380
Baker Tilly Wealth Management
Wisconsin
$1.76M +$276K +3,244 +22%
SF
381
Synovus Financial
Georgia
$1.72M -$153K -1,793 -9%
SPIA
382
Steward Partners Investment Advisory
New York
$1.7M +$64K +752 +4%
PGIM
383
Pacific Global Investment Management
California
$1.69M
CAN
384
Cetera Advisor Networks
California
$1.67M -$390K -4,575 -21%
FL
385
Fort LP
Maryland
$1.65M +$53.1K +624 +4%
BSW
386
Buckingham Strategic Wealth
Missouri
$1.64M -$84.1K -988 -5%
V
387
Veritable
Delaware
$1.64M -$63.7K -748 -4%
National Bank of Canada
388
National Bank of Canada
Quebec, Canada
$1.62M +$1.43M +16,804 New
CNC
389
Canandaigua National Corp
New York
$1.61M -$13.1K -154 -0.9%
Allspring Global Investments
390
Allspring Global Investments
North Carolina
$1.61M +$1.42M +16,708 New
WSTAM
391
Wilbanks Smith & Thomas Asset Management
Virginia
$1.59M
BB
392
Berkshire Bank
Massachusetts
$1.57M -$161K -1,886 -10%
ICG
393
InterOcean Capital Group
Tennessee
$1.56M +$936K +10,987 +213%
LFS
394
Legacy Financial Strategies
Kansas
$1.55M +$68.2K +801 +5%
FDCC
395
Foster Dykema Cabot & Co
Massachusetts
$1.55M
GAMC
396
Garner Asset Management Corp
Texas
$1.54M +$540K +6,339 +66%
X
397
Xponance
Pennsylvania
$1.53M +$276K +3,239 +26%
TFCM
398
Taylor Frigon Capital Management
Arizona
$1.53M +$29.5K +346 +2%
N
399
Natixis
France
$1.52M -$550K -6,457 -29%
TI
400
Tidal Investments
Wisconsin
$1.52M +$1.03M +12,088 +333%

MKC Hedge Fund Activity: Q4 2021 in Review

973 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q4 2021, worth a combined $20.2B — up 22% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new MKC positions and 87 closed out — a net gain of 67 holders — while 336 added to existing stakes and 318 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $227M. The largest seller was Robeco Institutional Asset Management, cutting an estimated $83.1M.

  • 973 institutional investors held McCormick & Company Non-Voting (MKC) as of Q4 2021, up from 924 in Q3 2021.
  • Funds reported $20.2B of McCormick & Company Non-Voting stock for Q4 2021, up 22% quarter-over-quarter.
  • 154 funds opened new McCormick & Company Non-Voting positions in Q4 2021 and 87 closed out, a net change of +67 holders.
  • The largest McCormick & Company Non-Voting buyer in Q4 2021 was Massachusetts Financial Services, an estimated $227M added.
  • The largest McCormick & Company Non-Voting seller in Q4 2021 was Robeco Institutional Asset Management, an estimated $83.1M sold.

Based on aggregated 13F filings for Q4 2021.