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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
FA
876
Financial Advantage
Maryland
$30K +$4.09K +48 +18%
BIA
877
Bell Investment Advisors
California
$29K -$8.01K -94 -24%
VCM
878
Versant Capital Management
Arizona
$29K
FNBOSM
879
First National Bank of South Miami
Florida
$29K +$23K +270 +844%
CWS
880
Confluence Wealth Services
Pennsylvania
$29K +$26K +305 New
BLC
881
Brown, Lisle/Cummings
Rhode Island
$29K +$25.5K +300 New
FWM
882
Focused Wealth Management
New York
$28K +$170 +2 +0.7%
SC
883
SouthState Corp
Florida
$27K -$66.9K -786 -74%
JFA
884
JNBA Financial Advisors
Minnesota
$24K
OAJ
885
Ogorek Anthony Joseph
New York
$23K
WWMSC
886
Wagner Wealth Management (South Carolina)
South Carolina
$23K
AIP
887
Ahrens Investment Partners
Louisiana
$22K +$19.8K +232 New
PWMG
888
Prestige Wealth Management Group
New Jersey
$21K -$2.56K -30 -12%
Loomis, Sayles & Company
889
Loomis, Sayles & Company
Massachusetts
$21K -$2.38K -28 -11%
SWA
890
Sutton Wealth Advisors
Florida
$20.5K
WPA
891
West Paces Advisors
Georgia
$20.1K +$15K +176 +550%
ZB
892
Zions Bancorporation
Utah
$20K -$1.19K -14 -6%
SWM
893
Sugarloaf Wealth Management
Georgia
$20K
RPCONE
894
Retirement Planning Company of New England
Rhode Island
$20K +$18.3K +215 New
AWM
895
AllSquare Wealth Management
New York
$19K
PP
896
Pacifica Partners
Canada
$19K
TSWM
897
Tyler-Stone Wealth Management
Ohio
$19K +$17K +200 New
WPWM
898
Western Pacific Wealth Management
Illinois
$19K +$17K +200 New
Manulife (Manufacturers Life Insurance)
899
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.6K -$3.47M -40,755 -17%
HF
900
Halpern Financial
Virginia
$18.2K

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.