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Columbus McKinnon

124 hedge funds and large institutions have $500M invested in Columbus McKinnon in 2017 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $474M → $500M (+$26.2M)

7% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 43

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 133124 (-9)

7.24% less ownership

Funds ownership: 94.35%87.1% (-7.2%)

41% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 22

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $524K

Holders
124
Holders Change
-9
Holders Change %
-6.77%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
46
Reduced
43
Closed
22
Calls
Puts
$524K
Net Calls
-$524K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
Rutabaga Capital Management
Massachusetts
$4.52M -$489K -18,900 -10%
Deutsche Bank
27
Deutsche Bank
Germany
$4.46M +$4.39M +169,686 +3,001%
JP Morgan Chase
28
JP Morgan Chase
New York
$4.42M -$3.5M -135,323 -44%
Geode Capital Management
29
Geode Capital Management
Massachusetts
$4.35M +$100K +3,878 +2%
Boston Partners
30
Boston Partners
Massachusetts
$4.08M +$2.02M +77,832 +94%
MFP
31
Michael F. Price
$3.94M
PRCP
32
Pacific Ridge Capital Partners
Oregon
$3.8M -$263K -10,150 -6%
Norges Bank
33
Norges Bank
Norway
$3.72M
HAI
34
Hennessy Advisors Inc
California
$3.66M -$72.5K -2,800 -2%
FHC
35
Forest Hill Capital
Arkansas
$3.6M
DCM
36
Driehaus Capital Management
Illinois
$3.41M +$3.47M +134,083 New
PCM
37
Penn Capital Management
Pennsylvania
$3.35M +$1.99M +77,026 +140%
TA
38
Teton Advisors
New York
$3.22M
Charles Schwab
39
Charles Schwab
California
$3.15M +$75.1K +2,900 +2%
Two Sigma Investments
40
Two Sigma Investments
New York
$3.02M +$1.6M +61,720 +108%
Barrow, Hanley, Mewhinney & Strauss
41
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.68M
EI
42
EAM Investors
California
$2.49M +$2.54M +97,955 New
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$2.38M +$1.07M +41,405 +80%
SCP
44
Seizert Capital Partners
Michigan
$2.21M +$53.2K +2,053 +2%
Prudential Financial
45
Prudential Financial
New Jersey
$2.14M -$416K -16,080 -16%
MDCM
46
Morgan Dempsey Capital Management
Wisconsin
$2.09M -$47.6K -1,838 -2%
Axa
47
Axa
France
$2.06M
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$1.91M -$17.3K -670 -0.9%
BCM
49
Bridgeway Capital Management
Texas
$1.89M +$7.77K +300 +0.4%
Ameriprise
50
Ameriprise
Minnesota
$1.72M +$1.11M +42,803 +172%

CMCO Hedge Fund Activity: Q2 2017 in Review

124 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q2 2017, worth a combined $500M — up 5.5% from $474M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of CMCO and 13 opened new positions — a net loss of 9 holders — while 43 trimmed existing stakes and 46 added.

The largest buyer was Loomis, Sayles & Company, opening a new position worth an estimated $10.2M. The largest seller was Numeric Investors, cutting an estimated $6.15M.

  • 124 institutional investors held Columbus McKinnon (CMCO) as of Q2 2017, down from 133 in Q1 2017.
  • Funds reported $500M of Columbus McKinnon stock for Q2 2017, up 5.5% quarter-over-quarter.
  • 13 funds opened new Columbus McKinnon positions in Q2 2017 and 22 closed out, a net change of -9 holders.
  • The largest Columbus McKinnon buyer in Q2 2017 was Loomis, Sayles & Company, an estimated $10.2M added.
  • The largest Columbus McKinnon seller in Q2 2017 was Numeric Investors, an estimated $6.15M sold.

Based on aggregated 13F filings for Q2 2017.