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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
PFS
476
Prospera Financial Services
Texas
$910K -$325K -3,820 -29%
FTDI
477
First Trust Direct Indexing
Massachusetts
$909K +$58.4K +686 +8%
BCI
478
Brinker Capital Investments
Pennsylvania
$907K +$253K +2,973 +46%
WF
479
Welch & Forbes
Massachusetts
$897K +$394K +4,625 +99%
IIC
480
Ironwood Investment Counsel
Arizona
$894K
KC
481
Kenfarb & Co
Kentucky
$890K +$784K +9,210 New
CSIC
482
Clifford Swan Investment Counsel
California
$889K
SPC
483
Sigma Planning Corp
Michigan
$886K +$312K +3,663 +67%
TFS
484
Thoroughbred Financial Services
Tennessee
$882K +$26.8K +315 +4%
IMRF
485
Illinois Municipal Retirement Fund
Illinois
$875K
KCM
486
Kornitzer Capital Management
Kansas
$862K +$2.13K +25 +0.3%
CWM
487
CIBC World Markets
New York
$859K -$439K -5,159 -37%
SHFA
488
SC&H Financial Advisors
Maryland
$859K +$758K +8,895 New
SIG
489
Sky Investment Group
Connecticut
$852K +$495K +5,812 +193%
JWCA
490
J.W. Cole Advisors
Florida
$851K -$22.2K -261 -3%
ACM
491
Argyle Capital Management
Pennsylvania
$841K
ABLA
492
Alan B. Lancz & Associates
Ohio
$841K +$741K +8,700 New
RC
493
RegentAtlantic Capital
New Jersey
$822K +$5.2K +61 +0.7%
AP
494
Advisor Partners
California
$813K -$42.7K -501 -6%
MSFS
495
Main Street Financial Solutions
Pennsylvania
$811K +$14.1K +166 +2%
TU
496
TDAM USA
Ontario, Canada
$801K -$60.7K -713 -8%
BWP
497
Baldwin Wealth Partners
Massachusetts
$794K -$96.2K -1,130 -12%
DA
498
DCM Advisors
New York
$792K +$699K +8,202 New
FIM
499
Freedom Investment Management
Connecticut
$786K -$1.65M -19,355 -70%
GT
500
Glenview Trust
Kentucky
$781K +$364K +4,275 +112%

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.