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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
EWA
926
EverSource Wealth Advisors
Alabama
$8K +$7.32K +86 New
SQA
927
Simon Quick Advisors
New Jersey
$7K -$937 -11 -14%
BWM
928
Baystate Wealth Management
Massachusetts
$7K
JWA
929
JFS Wealth Advisors
Pennsylvania
$7K +$2.21K +26 +52%
CSWM
930
Cassady Schiller Wealth Management
Ohio
$7K +$6.22K +73 New
ZIG
931
Zullo Investment Group
Pennsylvania
$7K +$6.47K +76 New
BBPWM
932
Blue Bell Private Wealth Management
Pennsylvania
$6K +$5.28K +62 New
AWM
933
Avior Wealth Management
Nebraska
$5K -$742K -8,713 -99%
VCM
934
Vigilant Capital Management
Maine
$5K -$35K -411 -89%
LOIM
935
Liberty One Investment Management
Illinois
$5K -$14.3K -168 -75%
CFN
936
Cordasco Financial Network
Florida
$5K
FCA
937
FinTrust Capital Advisors
South Carolina
$4K
Optiver Holding
938
Optiver Holding
Netherlands
$4K
SWA
939
SOA Wealth Advisors
New York
$4K
PMFA
940
Plante Moran Financial Advisors
Michigan
$4K +$2.21K +26 +130%
AP
941
Arlington Partners
Alabama
$4K +$3.75K +44 New
BWM
942
BerganKDV Wealth Management
Minnesota
$3K
MWM
943
Mascoma Wealth Management
New Hampshire
$3K
OC
944
Oakworth Capital
Alabama
$3K
PCA
945
Providence Capital Advisors
North Carolina
$3K
SFA
946
Semmax Financial Advisors
North Carolina
$3K
EW
947
Evoke Wealth
California
$3K +$426 +5 +21%
AWA
948
Amplius Wealth Advisors
Pennsylvania
$3K +$3.41K +40 New
MAM
949
Mystic Asset Management
Rhode Island
$3K +$3.41K +40 New
MCM
950
MV Capital Management
Maryland
$2K -$5.11K -60 -71%

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.