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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
FWCM
726
Ferguson Wellman Capital Management
Oregon
$271K -$9.2K -108 -4%
CCA
727
Checchi Capital Advisers
California
$270K
FFM
728
Forum Financial Management
Illinois
$265K +$233K +2,739 New
SDWMA
729
Schneider Downs Wealth Management Advisors
Pennsylvania
$264K -$2.47K -29 -1%
MPI
730
Mairs & Power Inc
Minnesota
$261K
Rafferty Asset Management
731
Rafferty Asset Management
New York
$260K -$192K -2,252 -46%
CFG
732
Compton Financial Group
Maryland
$260K -$47.9K -563 -17%
IC
733
IEQ Capital
California
$259K -$53.1K -623 -19%
WT
734
Washington Trust
Rhode Island
$258K -$3.24K -38 -1%
GWM
735
Geneos Wealth Management
Colorado
$257K +$2.3K +27 +1%
BRWA
736
B. Riley Wealth Advisors
Florida
$257K +$6.05K +71 +3%
APF
737
Alaska Permanent Fund
Alaska
$257K +$218K +2,564 New
Rockefeller Capital Management
738
Rockefeller Capital Management
New York
$254K -$13K -153 -5%
PWM
739
Perigon Wealth Management
California
$254K +$224K +2,628 New
PJSIMP
740
P.J. Schmidt Investment Management (PJS)
Wisconsin
$253K -$42.6K -500 -17%
VCG
741
Vantage Consulting Group
Virginia
$252K +$1.7K +20 +0.8%
Bessemer Group
742
Bessemer Group
New Jersey
$252K +$2.56K +30 +1%
PL
743
Plancorp LLC
Missouri
$252K +$222K +2,607 New
SA
744
Syntax Advisors
New York
$252K +$222K +2,612 New
MCP
745
Mirador Capital Partners
California
$249K +$220K +2,581 New
SFI
746
Siemens Fonds Invest
Germany
$248K -$766 -9 -0.3%
MFG
747
Merit Financial Group
Georgia
$247K
DWT
748
Dorsey & Whitney Trust
South Dakota
$246K +$1.19K +14 +0.6%
RB
749
Renasant Bank
Mississippi
$246K +$217K +2,546 New
NSAM
750
North Star Asset Management
Wisconsin
$244K -$4.26K -50 -2%

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.