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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
BCM
676
Buckhead Capital Management
Georgia
$358K
ST
677
Smithfield Trust
Pennsylvania
$358K +$45.3K +532 +17%
FFS
678
Founders Financial Securities
Maryland
$356K +$170 +2 +0.1%
Carson Wealth (CWM LLC)
679
Carson Wealth (CWM LLC)
Nebraska
$355K +$313K +3,678 New
BCB
680
Brian C. Broderick
$354K +$312K +3,660 New
GL
681
Graypoint LLC
New York
$350K -$4K -47 -1%
VWA
682
Visionary Wealth Advisors
Illinois
$338K +$298K +3,500 New
EM
683
Excalibur Management
Massachusetts
$336K +$1.62K +19 +0.5%
MNBTD
684
Moody National Bank Trust Division
Texas
$335K -$9.18M -107,765 -97%
LWAM
685
Legacy Wealth Asset Management
Minnesota
$335K +$5.54K +65 +2%
WANY
686
Wealthspire Advisors (New York)
New York
$332K +$66.1K +776 +29%
SS
687
Sunbelt Securities
Texas
$332K +$276K +3,237 New
PG
688
Prostatis Group
Maryland
$329K +$426 +5 +0.1%
BFA
689
Brown Financial Advisory
Alabama
$327K
Kovitz Investment Group Partners
690
Kovitz Investment Group Partners
Illinois
$320K +$29.8K +350 +12%
B
691
Bailard
California
$318K
LI
692
LVZ Inc
Michigan
$314K
LJHT
693
Laurie J. Hall Trustee
$310K -$51.1K -600 -16%
MPM
694
MBB Public Markets
Illinois
$310K +$273K +3,208 New
RTS
695
Round Table Services
New Jersey
$309K
MWM
696
Meridian Wealth Management
Kentucky
$309K +$85 +1 +0%
EI
697
Ellevest Inc
New York
$306K -$26.8K -315 -9%
LCM
698
Landscape Capital Management
New Jersey
$304K -$133K -1,566 -33%
BRWM
699
B. Riley Wealth Management
Tennessee
$304K +$268K +3,145 New
AWP
700
Ascent Wealth Partners
New York
$301K +$85 +1 +0%

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.