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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
First Manhattan
151
First Manhattan
New York
$11M -$211K -2,475 -2%
Voloridge Investment Management
152
Voloridge Investment Management
Florida
$11M -$24.3M -285,753 -72%
CWM
153
Congress Wealth Management
Massachusetts
$10.8M +$9.52M +111,815 New
Ameriprise
154
Ameriprise
Minnesota
$10.7M +$1.61M +18,881 +20%
EWA
155
Exencial Wealth Advisors
Oklahoma
$10.5M -$21.9K -257 -0.2%
SCA
156
Spearhead Capital Advisors
Florida
$10.4M +$275K +3,231 +3%
SEI Investments
157
SEI Investments
Pennsylvania
$10.4M -$839K -9,852 -8%
BHIA
158
Birch Hill Investment Advisors
Massachusetts
$10.3M +$10.2K +120 +0.1%
SFI
159
Susquehanna Fundamental Investments
Pennsylvania
$10.3M -$6.56M -77,063 -42%
Aberdeen Group
160
Aberdeen Group
United Kingdom
$10.2M -$664K -7,802 -7%
HWM
161
HFR Wealth Management
New York
$10.2M +$213K +2,504 +2%
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$10.2M +$1.01M +11,863 +13%
YIA
163
YHB Investment Advisors
Connecticut
$10.1M -$133K -1,567 -1%
BWFA
164
Baltimore-Washington Financial Advisors
Maryland
$10M -$1.08M -12,717 -11%
M&T Bank
165
M&T Bank
New York
$10M +$1.79K +21 +0%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$9.55M +$725K +8,512 +9%
WSFS
167
Wilmington Savings Fund Society
Delaware
$9.5M -$85 -1 -0%
HighTower Advisors
168
HighTower Advisors
Illinois
$9.33M +$1.24M +14,543 +18%
PCA
169
Personal Capital Advisors
California
$9.29M +$1M +11,786 +14%
SLAM
170
Swiss Life Asset Management
$9.21M -$92.7K -1,088 -1%
OLVIG
171
Oliver Lagore Vanvalin Investment Group
Michigan
$9.2M +$8.12M +95,320 New
Treasurer of the State of North Carolina
172
Treasurer of the State of North Carolina
North Carolina
$9.07M +$30.7K +360 +0.4%
TCOV
173
Trust Company of Vermont
Vermont
$9.05M -$198K -2,327 -2%
FPFS
174
First Personal Financial Services
North Carolina
$9.04M -$516K -6,059 -6%
VOYA Investment Management
175
VOYA Investment Management
Georgia
$8.95M -$456K -5,356 -5%

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.