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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
TSWM
751
Triangle Securities Wealth Management
North Carolina
$242K
WBC
752
West Branch Capital
Massachusetts
$241K +$170 +2 +0.1%
BPA
753
Beacon Pointe Advisors
California
$240K -$10.5M -123,865 -98%
GA
754
Greenspring Advisors
Maryland
$240K +$212K +2,488 New
RM
755
Resource Management
Louisiana
$238K +$209K +2,459 New
TMAM
756
Tokio Marine Asset Management
Japan
$238K +$210K +2,468 New
KA
757
Kovack Advisors
Florida
$236K -$250K -2,936 -55%
PP
758
Palladium Partners
Virginia
$236K -$4.68K -55 -2%
NWM
759
Northcape Wealth Management
New York
$236K +$208K +2,441 New
VWA
760
V Wealth Advisors
Kansas
$235K -$34.1K -400 -14%
FHA
761
Flagship Harbor Advisors
Massachusetts
$232K -$44.5K -523 -18%
NAM
762
NTV Asset Management
West Virginia
$232K +$204K +2,400 New
TNBTD
763
Trustmark National Bank Trust Department
Mississippi
$229K -$17K -200 -8%
CCG
764
Chatham Capital Group
Georgia
$229K +$202K +2,374 New
BJL
765
Brighton Jones LLC
Washington
$227K +$200K +2,354 New
SIM
766
Sentry Investment Management
Wisconsin
$226K
CRC
767
Curi RMB Capital
Illinois
$225K +$198K +2,326 New
RWRC
768
R.W. Roge & Company
New York
$225K +$200K +2,354 New
GIA
769
Gateway Investment Advisers
Ohio
$220K +$194K +2,277 New
BONH
770
Bank of New Hampshire
New Hampshire
$220K +$194K +2,280 New
IC
771
Inscription Capital
Texas
$218K +$191K +2,246 New
CC
772
Callan Capital
California
$218K +$192K +2,256 New
BMO
773
Beck Mack & Oliver
New York
$217K -$24.4K -287 -11%
MIM
774
Merrion Investment Management
New Jersey
$217K +$192K +2,250 New
FMTC
775
Farmers & Merchants Trust Company
California
$215K +$189K +2,222 New

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.