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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
BIA
551
Bigelow Investment Advisors
Maine
$615K +$2.98K +35 +0.6%
QP
552
Quilter Plc
United Kingdom
$613K
BHWM
553
Bar Harbor Wealth Management
New Hampshire
$608K -$119K -1,401 -18%
DJSG
554
D.J. St. Germain
Massachusetts
$608K
PFS
555
Physicians Financial Services
North Carolina
$604K
CT
556
Caldwell Trust
Florida
$601K
MGIA
557
Moneta Group Investment Advisors
Missouri
$600K +$255 +3 +0%
Walleye Trading
558
Walleye Trading
New York
$599K +$528K +6,196 New
ISL
559
Ingalls & Snyder LLC
New York
$590K
BWP
560
BSW Wealth Partners
Colorado
$589K +$48.1K +565 +10%
ECM
561
Everence Capital Management
Indiana
$588K +$101K +1,190 +24%
FA
562
FDx Advisors
Illinois
$584K -$68.6K -805 -12%
CA
563
Cullinan Associates
Kentucky
$580K
HNWAG
564
High Net Worth Advisory Group
Florida
$580K +$511K +6,000 New
WOC
565
West Oak Capital
California
$578K -$4.26K -50 -0.8%
LC
566
Landaas & Company
Wisconsin
$578K
VVP
567
Venture Visionary Partners
Ohio
$567K +$98.6K +1,158 +25%
MJRIC
568
Mogy Joel R Investment Counsel
California
$565K -$25.5K -300 -5%
HWA
569
HCR Wealth Advisors
California
$559K -$9.45K -111 -2%
CG
570
Caprock Group
Idaho
$558K +$82.2K +965 +20%
5L
571
55I LLC
Massachusetts
$556K +$15.8K +185 +3%
LIM
572
Leavell Investment Management
Alabama
$555K
JCM
573
Jacobi Capital Management
Pennsylvania
$552K +$39.8K +467 +9%
RJT
574
Raymond James Trust
Florida
$550K -$223K -2,618 -32%
Northwestern Mutual Wealth Management
575
Northwestern Mutual Wealth Management
Wisconsin
$547K -$416K -4,882 -46%

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.