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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
SBL
851
Sargent Bickham Lagudis
Colorado
$59K
AA
852
Ancora Advisors
Ohio
$58K
NF
853
Norwood Financial
Pennsylvania
$58K +$51.1K +600 New
JMF
854
Johnson Midwest Financial
Iowa
$55K
GAM
855
Gemmer Asset Management
California
$50K
LC
856
Lindbrook Capital
California
$47K -$341 -4 -0.8%
SFM
857
Signet Financial Management
New Jersey
$47K +$41K +482 New
AWM
858
Atticus Wealth Management
Florida
$46K +$40.9K +480 New
QC
859
Quent Capital
New York
$45K +$39.3K +462 New
ACM
860
Antonetti Capital Management
Florida
$43K
COCM
861
Charter Oak Capital Management
New Hampshire
$43K
Jones Financial Companies
862
Jones Financial Companies
Missouri
$40K
CWA
863
Clearview Wealth Advisors
Oregon
$39K
AFS
864
Annapolis Financial Services
Maryland
$39K +$34.1K +400 New
SCA
865
Stonebridge Capital Advisors
Minnesota
$39K +$34.1K +400 New
FP
866
Financial Perspectives
Minnesota
$38.6K
FRA
867
Front Row Advisors
California
$37K
SIS
868
Sound Income Strategies
Florida
$36K
TFM
869
TFC Financial Management
Massachusetts
$36K
PO
870
Private Ocean
California
$35K
MTIC
871
Missouri Trust & Investment Company
Missouri
$34K +$30.1K +354 New
AssetMark Inc
872
AssetMark Inc
California
$31K
KFI
873
Key Financial Inc
Pennsylvania
$31K
Federated Hermes
874
Federated Hermes
Pennsylvania
$31K +$7.49K +88 +37%
LWP
875
Lumature Wealth Partners
Georgia
$31K +$10.9K +128 +65%

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.