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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
WTC
826
WhitTier Trust Company
Nevada
$88K +$11.2K +132 +17%
AF
827
Advisornet Financial
Minnesota
$86K +$4.09K +48 +6%
GLLW
828
Graves Light Lenhart Wealth
Virginia
$81K
T
829
TOBAM
France
$81K
AS
830
Altshuler Shaham
Israel
$81K +$8.35K +98 +13%
FAG
831
Fortitude Advisory Group
Washington
$81K +$71.3K +837 New
AIM
832
Anchor Investment Management
South Carolina
$80.5K
CFA
833
Carroll Financial Associates
North Carolina
$78K +$1.96K +23 +3%
DGAM
834
Desjardins Global Asset Management
Quebec, Canada
$78K +$68.8K +808 New
KPCM
835
Kings Point Capital Management
New York
$77K
GEA
836
Glen Eagle Advisors
New Jersey
$76.5K -$37K -435 -35%
TCM
837
Tradewinds Capital Management
Washington
$75K
GWS
838
Glassman Wealth Services
Virginia
$73K -$30.4K -357 -32%
CA
839
CoreCap Advisors
Michigan
$70K +$61.7K +725 New
BDWM
840
Brewin Dolphin Wealth Management
Ireland
$68K -$25.5K -300 -30%
AWM
841
Accel Wealth Management
Iowa
$68K +$59.8K +702 New
DFCM
842
Dark Forest Capital Management
Puerto Rico
$68K +$59.8K +702 New
CAM
843
Costello Asset Management
Pennsylvania
$66K
FFC
844
First Financial Corp
Indiana
$65K
HI
845
Hudock Inc
Pennsylvania
$65K +$255 +3 +0.4%
DWP
846
Destiny Wealth Partners
Florida
$64K -$11K -129 -16%
PGAM
847
Princeton Global Asset Management
New Jersey
$64K
FMII
848
Farmers & Merchants Investments Inc
Nebraska
$63K
KFP
849
KB Financial Partners
New Jersey
$62K +$54.6K +641 New
SWM
850
Spire Wealth Management
Virginia
$61K -$1.36K -16 -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.