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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
KWM
701
Kingsview Wealth Management
Oregon
$299K -$4.68K -55 -2%
CI Investments Inc
702
CI Investments Inc
Ontario, Canada
$298K -$310K -3,640 -54%
CIBC Private Wealth Group
703
CIBC Private Wealth Group
Georgia
$298K -$137K -1,610 -34%
VI
704
Vestcor Inc
New Brunswick, Canada
$297K -$50.7K -595 -16%
GWM
705
Gitterman Wealth Management
New Jersey
$297K +$263K +3,084 New
FAFN
706
First Affirmative Financial Network
Colorado
$292K +$19.3K +227 +8%
GP
707
Girard Partners
Pennsylvania
$289K
EGM
708
Engineers Gate Manager
New York
$288K -$56K -657 -18%
MIG
709
McGuire Investment Group
Rhode Island
$286K -$32.5K -382 -11%
AFG
710
Allegheny Financial Group
Pennsylvania
$286K
BCA
711
Bay Colony Advisors
Massachusetts
$286K
CI
712
Conning Inc
Connecticut
$283K +$34.5K +405 +16%
ZIM
713
Zacks Investment Management
Illinois
$282K -$82.4K -968 -25%
TBA
714
Tower Bridge Advisors
Pennsylvania
$280K
GDP
715
Great Diamond Partners
Maine
$279K -$1.54M -18,094 -86%
JIC
716
Joel Isaacson & Co
New York
$279K
LS
717
Livforsakringsbolaget Skandia
Sweden
$278K
SIC
718
Shoker Investment Counsel
Ohio
$277K +$1.02K +12 +0.4%
LWAC
719
Laurel Wealth Advisors (California)
California
$277K +$6.98K +82 +3%
CCP
720
Corient Capital Partners
California
$275K -$13K -153 -5%
CCM
721
Compton Capital Management
Rhode Island
$275K +$4.26K +50 +2%
JE
722
JMAC Enterprises
Pennsylvania
$274K +$228K +2,677 New
IP
723
Isthmus Partners
Wisconsin
$273K
NSIM
724
North Star Investment Management
Illinois
$272K +$17K +200 +8%
ANI
725
American National Insurance
Texas
$271K -$9.63M -113,040 -98%

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.