We are live on ! Find out more
MKC icon

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
TFA
526
Triad Financial Advisors
North Carolina
$681K +$601K +7,054 New
CNFG
527
Creegan & Nassoura Financial Group
New Hampshire
$676K
FDCDDQ
528
Federation des caisses Desjardins du Quebec
Quebec, Canada
$675K -$141K -1,656 -19%
PL
529
Pluribus Labs
California
$674K +$594K +6,972 New
STB
530
S&T Bank
Pennsylvania
$669K -$3.58K -42 -0.6%
VA
531
Valmark Advisers
Ohio
$666K
BC
532
Bridgefront Capital
Texas
$666K +$587K +6,890 New
S
533
SignatureFD
Georgia
$664K +$33.1K +389 +6%
BFM
534
Boston Financial Management
Massachusetts
$663K +$5.2K +61 +0.9%
ACM
535
AlphaCrest Capital Management
New York
$662K -$3.51M -41,230 -86%
HCA
536
Harbour Capital Advisors
Virginia
$661K -$20.9K -246 -3%
HCM
537
HM Capital Management
Missouri
$657K -$61.5K -722 -10%
BCM
538
Bluefin Capital Management
New York
$657K +$579K +6,800 New
PWLP
539
Prio Wealth Limited Partnership
Massachusetts
$654K -$1.7K -20 -0.3%
KA
540
Kintegral Advisory
New York
$652K +$573K +6,726 New
RP
541
Rowlandmiller & Partners
Georgia
$649K +$289K +3,398 +102%
FWIA
542
Fort Washington Investment Advisors
Ohio
$644K
FLPIM
543
F.L. Putnam Investment Management
Massachusetts
$638K -$31.3K -368 -5%
HH
544
Hilltop Holdings
Texas
$634K -$17K -200 -3%
AWM
545
Aevitas Wealth Management
Massachusetts
$629K -$137K -1,605 -20%
KRSITF
546
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$627K +$2.64K +31 +0.5%
CFGS
547
Concourse Financial Group Securities
Alabama
$623K +$91K +1,068 +20%
IWC
548
Integrated Wealth Concepts
Massachusetts
$618K -$9.71K -114 -2%
PWM
549
PBMares Wealth Management
Virginia
$618K
RIA
550
Realta Investment Advisors
Delaware
$616K +$2.73K +32 +0.5%

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.