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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
IFS
576
Intelligent Financial Strategies
Minnesota
$543K +$479K +5,621 New
FFN
577
Focus Financial Network
Minnesota
$540K +$1.7K +20 +0.4%
GSWM
578
Golden State Wealth Management
California
$533K -$25.3K -297 -5%
CI
579
Cigna Investments
Connecticut
$528K -$181K -2,121 -28%
B
580
Bellecapital
Switzerland
$524K -$5.37K -63 -1%
GC
581
Grace Capital
Massachusetts
$522K
CSPAM
582
Cary Street Partners Asset Management
Virginia
$517K
Lido Advisors
583
Lido Advisors
California
$516K -$9.96K -117 -2%
ASN
584
Advisory Services Network
Georgia
$514K +$60.9K +715 +15%
YWP
585
YorkBridge Wealth Partners
New York
$513K +$20.5K +241 +5%
ECG
586
Edge Capital Group
Georgia
$512K +$19.6K +230 +5%
FBT
587
First Bankers Trust
Kentucky
$509K -$104K -1,219 -19%
Assenagon Asset Management
588
Assenagon Asset Management
Luxembourg
$509K +$169K +1,982 +60%
QCM
589
Quantinno Capital Management
New York
$509K +$449K +5,270 New
VAS
590
Vestmark Advisory Solutions
Massachusetts
$508K +$132K +1,550 +42%
SHWM
591
Silicon Hills Wealth Management
Texas
$503K
FC
592
Forte Capital
New York
$501K -$24.2K -284 -5%
MWM
593
Modera Wealth Management
New Jersey
$499K +$162K +1,901 +58%
XT
594
XTX Topco
Cayman Islands
$498K +$439K +5,152 New
OQS
595
Occudo Quantitative Strategies
Florida
$490K +$432K +5,072 New
FCFS
596
First Command Financial Services
Texas
$488K
RWA
597
River Wealth Advisors
Pennsylvania
$488K +$42.6K +500 +11%
EHWM
598
Eads & Heald Wealth Management
Georgia
$485K +$22.1K +260 +5%
IF
599
Insight Folios
North Carolina
$485K +$36.8K +432 +9%
RPC
600
Rossmore Private Capital
Connecticut
$483K

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.