We are live on ! Find out more
CMCO icon

Columbus McKinnon
CMCO

123 hedge funds and large institutions have $490M invested in Columbus McKinnon in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $423M → $490M (+$66.9M)

9% more funds holding

Funds holding: 113 → 123 (+10)

32% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 56

65% less call options, than puts

Call options by funds: $76K | Put options by funds: $218K

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
38
Reduced
56
Closed
9
Calls
$76K
Puts
$218K
Net Calls
-$142K
Net Calls Change
-$790K

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$18.3M
2
CRCP
Copper Rock Capital Partners
Massachusetts
+$7.42M
3
SAM
Skyline Asset Management
Illinois
+$3.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.81M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
FCM
Frontier Capital Management
Massachusetts
-$11.6M
2
B
Barings
North Carolina
-$7.4M
3
WC
Walthausen & Co
New York
-$2.71M
4
CRC
Curi RMB Capital
Illinois
-$1.56M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
26
Russell Frank Company
Washington
$4.16M -$1.33M -51,097 -23%
TA
27
Teton Advisors
New York
$3.92M -$104K -4,000 -3%
SC
28
Spitfire Capital
California
$3.81M +$3.67M +140,473 New
PAM
29
Panagora Asset Management
Massachusetts
$3.64M -$341K -13,072 -9%
Boston Partners
30
Boston Partners
Massachusetts
$3.21M -$786K -30,084 -20%
Macquarie Group
31
Macquarie Group
Australia
$3.18M +$296K +11,315 +11%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$2.89M +$243K +9,318 +10%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$2.84M +$104K +3,994 +4%
OAM
34
Oxford Asset Management
United Kingdom
$2.79M +$101K +3,865 +4%
PRCP
35
Pacific Ridge Capital Partners
Oregon
$2.47M +$2.38M +91,010 New
TCIM
36
TIAA CREF Investment Management
New York
$2.39M -$37.3K -1,426 -2%
Prudential Financial
37
Prudential Financial
New Jersey
$2.34M -$264K -10,100 -10%
GAM
38
Gotham Asset Management
New York
$2.3M -$338K -12,953 -13%
CIC
39
Cornercap Investment Counsel
Georgia
$2.07M -$696K -26,662 -26%
JP Morgan Chase
40
JP Morgan Chase
New York
$1.94M -$496K -18,995 -21%
PPA
41
Parametric Portfolio Associates
Washington
$1.79M +$15.4K +589 +0.9%
BIM
42
BlackRock Investment Management
Delaware
$1.73M -$60K -2,298 -3%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$1.67M +$1.55M +59,337 +2,806%
B
44
Barings
North Carolina
$1.64M -$7.4M -283,426 -82%
DCM
45
Dupont Capital Management
Delaware
$1.5M -$749K -28,671 -34%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.48M -$175K -6,696 -11%
Morgan Stanley
47
Morgan Stanley
New York
$1.47M +$232K +8,900 +20%
Two Sigma Advisers
48
Two Sigma Advisers
New York
$1.44M -$83.6K -3,200 -6%
Two Sigma Investments
49
Two Sigma Investments
New York
$1.38M +$1.33M +50,958 New
Charles Schwab
50
Charles Schwab
California
$1.34M +$37.6K +1,440 +3%
1
2
3 4 5

CMCO Hedge Fund Activity: Q4 2013 in Review

123 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2013, worth a combined $490M — up 16% from $423M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CMCO positions and 9 closed out — a net gain of 10 holders — while 38 added to existing stakes and 56 trimmed.

The largest buyer was Pzena Investment Management, opening a new position worth an estimated $18.3M. The largest seller was Frontier Capital Management, cutting an estimated $11.6M.

  • 123 institutional investors held Columbus McKinnon (CMCO) as of Q4 2013, up from 113 in Q3 2013.
  • Funds reported $490M of Columbus McKinnon stock for Q4 2013, up 16% quarter-over-quarter.
  • 19 funds opened new Columbus McKinnon positions in Q4 2013 and 9 closed out, a net change of +10 holders.
  • The largest Columbus McKinnon buyer in Q4 2013 was Pzena Investment Management, an estimated $18.3M added.
  • The largest Columbus McKinnon seller in Q4 2013 was Frontier Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2013.