We are live on ! Find out more
MKC icon

McCormick & Company Non-Voting

955 hedge funds and large institutions have $17.6B invested in McCormick & Company Non-Voting in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 354 increasing their positions, 346 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.15% more ownership

Funds ownership: 83.56%84.71% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 346

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

1% less call options, than puts

Call options by funds: $32.5M | Put options by funds: $32.7M

4% less funds holding

Funds holding: 996955 (-41)

15% less capital invested

Capital invested by funds: $20.6B → $17.6B (-$2.99B)

27% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 88

Holders
955
Holders Change
-41
Holders Change %
-4.12%
% of All Funds
16.09%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
64
Increased
354
Reduced
346
Closed
88
Calls
$32.5M
Puts
$32.7M
Net Calls
-$262K
Net Calls Change
-$54.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
851
Financial Advantage
Maryland
$26K
KFI
852
Key Financial Inc
Pennsylvania
$26K
RTC
853
Riverview Trust Company
Washington
$26K
CSPIA
854
Cary Street Partners Investment Advisory
Virginia
$26K +$29.9K +316 New
VCM
855
Versant Capital Management
Arizona
$25K
AssetMark Inc
856
AssetMark Inc
California
$24K -$4.07K -43 -13%
WPWM
857
Western Pacific Wealth Management
Illinois
$24K
FWM
858
Focused Wealth Management
New York
$24K +$95 +1 +0.3%
GWSG
859
GPS Wealth Strategies Group
Colorado
$23K +$14.2K +150 +116%
DWMG
860
DB Wealth Management Group
California
$22K
CWA
861
Clearview Wealth Advisors
Oregon
$22K +$95 +1 +0.4%
LOIM
862
Liberty One Investment Management
Illinois
$22K +$18.1K +191 +341%
BIA
863
Bell Investment Advisors
California
$22K +$25.2K +266 New
JFA
864
JNBA Financial Advisors
Minnesota
$21K
WWMSC
865
Wagner Wealth Management (South Carolina)
South Carolina
$20K +$22.5K +238 New
AIP
866
Ahrens Investment Partners
Louisiana
$19K
OAJ
867
Ogorek Anthony Joseph
New York
$19K
SWA
868
Sutton Wealth Advisors
Florida
$18.2K -$95 -1 -0.5%
C
869
Covestor
United Kingdom
$18K -$1.23K -13 -6%
CWP
870
Concord Wealth Partners
Virginia
$18K
PP
871
Pacifica Partners
Canada
$18K
SWM
872
Sugarloaf Wealth Management
Georgia
$18K
WPA
873
West Paces Advisors
Georgia
$17.3K
AWM
874
AllSquare Wealth Management
New York
$17K
GIA
875
GHP Investment Advisors
Colorado
$17K

MKC Hedge Fund Activity: Q2 2022 in Review

955 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q2 2022, worth a combined $17.6B — down 15% from $20.6B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of MKC and 64 opened new positions — a net loss of 24 holders — while 346 trimmed existing stakes and 354 added.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $122M. The largest seller was CFS Investment Advisory Services, cutting an estimated $190M.

  • 955 institutional investors held McCormick & Company Non-Voting (MKC) as of Q2 2022, down from 996 in Q1 2022.
  • Funds reported $17.6B of McCormick & Company Non-Voting stock for Q2 2022, down 15% quarter-over-quarter.
  • 64 funds opened new McCormick & Company Non-Voting positions in Q2 2022 and 88 closed out, a net change of -24 holders.
  • The largest McCormick & Company Non-Voting buyer in Q2 2022 was Vaughan Nelson Investment Management, an estimated $122M added.
  • The largest McCormick & Company Non-Voting seller in Q2 2022 was CFS Investment Advisory Services, an estimated $190M sold.

Based on aggregated 13F filings for Q2 2022.