Columbus McKinnon
CMCO
200 hedge funds and large institutions have $1.08B invested in Columbus McKinnon in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 65 reducing their positions, and 38 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 65
7% more capital invested
Capital invested by funds: $1.01B → $1.08B (+$73.8M)
4.29% more ownership
Funds ownership: 96.93% → 101.22% (+4.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less funds holding
Funds holding: 207 → 200 (-7)
11% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 38
69% less call options, than puts
Call options by funds: $223K | Put options by funds: $718K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$25.7M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$14.5M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$12.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$11.2M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$7.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$17.1M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$13.2M |
| 3 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$7.31M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$6.24M |
| 5 |
Morgan Stanley
New York
|
-$5.56M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAS
226
Avantax Advisory Services
Dallas,
Texas
| – | -$208K | -5,772 | Closed |
|
|
MRC
227
Millburn Ridgefield Corp
New York
| – | -$155K | -4,316 | Closed |
|
228
Acadian Asset Management
Boston,
Massachusetts
| – | -$82K | -2,292 | Closed |
|
|
MWM
229
Mascoma Wealth Management
Hanover,
New Hampshire
| – | -$25K | -695 | Closed |
|
|
PAS
230
Point72 Asia (Singapore)
Singapore
| – | -$14.2K | -395 | Closed |
|
|
JSAM
231
J. Safra Asset Management
New York
| – | -$13.7K | -386 | Closed |
|
|
PCA
232
Providence Capital Advisors
Charlotte,
North Carolina
| – | -$12.6K | -350 | Closed |
|
|
ATS
233
Ashton Thomas Securities
Rochester,
New York
| – | -$2.77K | -77 | Closed |
|
|
PA
234
Parallel Advisors
San Francisco,
California
| – | -$2.66K | -74 | Closed |
|
235
Simplex Trading
Chicago,
Illinois
| – | -$2.69K | -74 | Closed |
|
236
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$1.04K | -29 | Closed |
|
|
CPA
237
Capital Performance Advisors
Walnut Creek,
California
| – | -$792 | -22 | Closed |
|
CMCO Hedge Fund Activity: Q4 2024 in Review
200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2024, worth a combined $1.08B — up 7.3% from $1.01B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of CMCO and 34 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 75 added.
The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $25.7M. The largest seller was Fidelity Investments, cutting an estimated $17.1M.
- 200 institutional investors held Columbus McKinnon (CMCO) as of Q4 2024, down from 207 in Q3 2024.
- Funds reported $1.08B of Columbus McKinnon stock for Q4 2024, up 7.3% quarter-over-quarter.
- 34 funds opened new Columbus McKinnon positions in Q4 2024 and 38 closed out, a net change of -4 holders.
- The largest Columbus McKinnon buyer in Q4 2024 was Vaughan Nelson Investment Management, an estimated $25.7M added.
- The largest Columbus McKinnon seller in Q4 2024 was Fidelity Investments, an estimated $17.1M sold.
Based on aggregated 13F filings for Q4 2024.