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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
TFS
776
TrustCore Financial Services
Tennessee
$214K +$6.39K +75 +4%
FPCP
777
Fort Point Capital Partners
California
$214K +$189K +2,220 New
OAM
778
Occidental Asset Management
California
$213K +$187K +2,200 New
ST
779
Somerset Trust
Pennsylvania
$213K +$187K +2,200 New
EFS
780
Essex Financial Services
Connecticut
$212K +$187K +2,196 New
SCA
781
Stokes Capital Advisors
South Carolina
$210K +$185K +2,175 New
MGP
782
Metis Global Partners
California
$210K +$185K +2,178 New
SFG
783
SevenBridge Financial Group
Pennsylvania
$209K +$184K +2,162 New
PAS
784
Park Avenue Securities
New York
$209K +$184K +2,166 New
DWM
785
Destination Wealth Management
California
$208K +$183K +2,150 New
SCA
786
STALEY CAPITAL ADVISERS
Pennsylvania
$208K +$183K +2,152 New
GA
787
Geller Advisors
New York
$207K +$182K +2,137 New
9WM
788
9258 Wealth Management
Ohio
$207K +$183K +2,145 New
CAN
789
Claraphi Advisory Network
United States
$204K +$180K +2,113 New
FHA
790
First Horizon Advisors
Tennessee
$197K +$596 +7 +0.3%
AIM
791
ARK Investment Management
Florida
$197K +$173K +2,036 New
ADL
792
Asset Dedication LLC
California
$193K -$1.02K -12 -0.6%
CFB
793
Cullen/Frost Bankers
Texas
$193K
MFC
794
Mechanics Financial Corp
Ohio
$193K +$170K +2,000 New
FQ
795
First Quadrant
California
$183K -$14.9K -175 -8%
BAM
796
Belpointe Asset Management
Nevada
$177K +$156K +1,826 New
PCMC
797
Paragon Capital Management (Colorado)
Colorado
$172K +$151K +1,776 New
CWC
798
Carolinas Wealth Consulting
North Carolina
$170K +$37.5K +440 +34%
Bank Julius Baer & Co
799
Bank Julius Baer & Co
Switzerland
$166K -$3.58K -42 -2%
NR
800
Newfound Research
Massachusetts
$162K +$30.9K +363 +28%

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.