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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
TWP
501
Tempus Wealth Planning
California
$776K +$7.41K +87 +1%
SO
502
STRS Ohio
Ohio
$775K +$25.9K +304 +4%
LNWWM
503
Laird Norton Wetherby Wealth Management
California
$773K -$2.56K -30 -0.4%
HIA
504
Harbor Investment Advisory
Maryland
$767K +$17.2K +202 +3%
MA
505
Mutual Advisors
Nebraska
$761K -$3.15K -37 -0.5%
BCM
506
Brookstone Capital Management
Illinois
$761K +$34.7K +407 +5%
PTCG
507
Pring Turner Capital Group
California
$759K +$669K +7,860 New
KFP
508
KMG Fiduciary Partners
Ohio
$755K
CCM
509
Coldstream Capital Management
Washington
$749K +$660K +7,751 New
VWM
510
Venturi Wealth Management
Texas
$746K
TFA
511
Teamwork Financial Advisors
Texas
$742K -$60.1K -706 -8%
EMG
512
ETF Managers Group
New Jersey
$736K +$31.2K +366 +5%
APA
513
American Portfolios Advisors
New York
$734K +$31.4K +369 +5%
D.E. Shaw & Co
514
D.E. Shaw & Co
New York
$725K -$2.84M -33,308 -82%
SCM
515
Southport Capital Management
Tennessee
$725K
FUBT
516
First United Bank & Trust
Maryland
$717K +$1.7K +20 +0.3%
JWBC
517
John W. Bristol & Co
New York
$713K
JFL
518
Jarislowsky, Fraser Ltd
Quebec, Canada
$701K -$59.6K -700 -9%
MCS
519
Metatron Capital SICAV
Malta
$696K +$613K +7,200 New
NFG
520
Next Financial Group
Texas
$694K +$187K +2,191 +44%
CTFG
521
Capstone Triton Financial Group
Oklahoma
$688K +$71.4K +838 +13%
HWAM
522
Hennion & Walsh Asset Management
New Jersey
$686K -$139K -1,635 -19%
VCAM
523
Van Cleef Asset Management
Ohio
$686K
WC
524
Woodstock Corp
Massachusetts
$686K
GAM
525
Gotham Asset Management
New York
$686K +$364K +4,274 +151%

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.