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McCormick & Company Non-Voting
MKC

960 hedge funds and large institutions have $17.9B invested in McCormick & Company Non-Voting in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 346 increasing their positions, 334 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $39.9M | Put options by funds: $30.4M

8% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 89

4% more repeat investments, than reductions

Existing positions increased: 346 | Existing positions reduced: 334

0% more funds holding

Funds holding: 959 → 960 (+1)

0.13% less ownership

Funds ownership: 80.98% → 80.85% (-0.13%)

7% less capital invested

Capital invested by funds: $19.2B → $17.9B (-$1.35B)

41% less funds holding in top 10

Funds holding in top 10: 17 → 10 (-7)

Holders
960
Holders Change
+1
Holders Change %
+0.1%
% of All Funds
16.86%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.18%
New
96
Increased
346
Reduced
334
Closed
89
Calls
$39.9M
Puts
$30.4M
Net Calls
+$9.47M
Net Calls Change
+$11.7M

Top Buyers

1
CIP
Champlain Investment Partners
Vermont
+$125M
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$96.6M
3
Select Equity Group
Select Equity Group
New York
+$57.4M
4
First Trust Advisors
First Trust Advisors
Illinois
+$47.7M
5
Renaissance Technologies
Renaissance Technologies
New York
+$40.9M

Top Sellers

1
EIP
Epoch Investment Partners
New York
-$93.7M
2
Wells Fargo
Wells Fargo
California
-$73.6M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$63.6M
4
RG
Rathbones Group
United Kingdom
-$62.2M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$59M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
926
Lumature Wealth Partners
Georgia
$4K +$3.91K +44 New
JWA
927
JFS Wealth Advisors
Pennsylvania
$4K +$4.45K +50 New
PP
928
Pacifica Partners
Canada
$4K +$4.45K +50 New
EWA
929
Evolution Wealth Advisors
Florida
$3K – – –
OC
930
Oakworth Capital
Alabama
$3K – – –
PCA
931
Providence Capital Advisors
North Carolina
$3K – – –
SFA
932
Semmax Financial Advisors
North Carolina
$3K – – –
SWA
933
SOA Wealth Advisors
New York
$3K +$445 +5 +14%
MWP
934
Meridian Wealth Partners
Pennsylvania
$3K +$2.58K +29 New
LCM
935
Logan Capital Management
Pennsylvania
$3K +$2.85K +32 New
MWM
936
Mascoma Wealth Management
New Hampshire
$3K +$2.85K +32 New
PCIA
937
Prime Capital Investment Advisors
Kansas
$3K +$3.47K +39 New
BWA
938
BDO Wealth Advisors
Florida
$2K -$3.2K -36 -58%
BWM
939
BerganKDV Wealth Management
Minnesota
$2K – – –
LWM
940
Liberty Wealth Management
California
$2K – – –
PMFA
941
Plante Moran Financial Advisors
Michigan
$2K – – –
TFGT
942
TS Financial Group (TSFG)
Illinois
$2K – – –
BBHC
943
Brown Brothers Harriman & Co
New York
$1.99K +$19K +214 +1%
ED
944
Exane Derivatives
France
$1.96K – – –
KFS
945
Kelly Financial Services
Massachusetts
$1.78K – – –
BG
946
Bollard Group
Massachusetts
$1K – – –
Fidelity International
947
Fidelity International
Bermuda
$1K – – –
NFSG
948
Newbridge Financial Services Group
Florida
$1K +$89 +1 New
CWP
949
Concord Wealth Partners
Virginia
$1K +$534 +6 New
APC
950
Aspire Private Capital
North Carolina
$1K +$712 +8 New
36 37
38
39 40

MKC Hedge Fund Activity: Q1 2021 in Review

960 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in McCormick & Company Non-Voting (MKC) for Q1 2021, worth a combined $17.9B — down 7% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new MKC positions and 89 closed out — a net gain of 7 holders — while 346 added to existing stakes and 334 trimmed.

The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $125M. The largest seller was Epoch Investment Partners, exiting entirely with an estimated $93.7M sold.

  • 960 institutional investors held McCormick & Company Non-Voting (MKC) as of Q1 2021, up from 959 in Q4 2020.
  • Funds reported $17.9B of McCormick & Company Non-Voting stock for Q1 2021, down 7% quarter-over-quarter.
  • 96 funds opened new McCormick & Company Non-Voting positions in Q1 2021 and 89 closed out, a net change of +7 holders.
  • The largest McCormick & Company Non-Voting buyer in Q1 2021 was Champlain Investment Partners, an estimated $125M added.
  • The largest McCormick & Company Non-Voting seller in Q1 2021 was Epoch Investment Partners, an estimated $93.7M sold.

Based on aggregated 13F filings for Q1 2021.