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Columbus McKinnon
CMCO

146 hedge funds and large institutions have $582M invested in Columbus McKinnon in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

0.56% more ownership

Funds ownership: 97.65% → 98.22% (+0.56%)

12% less funds holding

Funds holding: 166 → 146 (-20)

37% less capital invested

Capital invested by funds: $925M → $582M (-$344M)

61% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 31

Holders
146
Holders Change
-20
Holders Change %
-12.05%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
65
Reduced
47
Closed
31
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
+$22K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$10.6M
2
Franklin Resources
Franklin Resources
California
+$8.79M
3
Invesco
Invesco
Georgia
+$7.53M
4
Lazard Asset Management
Lazard Asset Management
New York
+$7.53M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.72M

Top Sellers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
-$9.2M
2
WC
Walthausen & Co
New York
-$8.19M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$3.63M
4
KCM
Kennedy Capital Management
Missouri
-$3.45M
5
BPIM
Brant Point Investment Management
New York
-$3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$6.16M +$119K +3,569 +1%
Principal Financial Group
27
Principal Financial Group
Iowa
$6.13M -$26.6K -800 -0.3%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$6.09M +$831K +25,000 +11%
KCM
29
Kennedy Capital Management
Missouri
$5.82M -$3.45M -103,654 -31%
Allianz Asset Management
30
Allianz Asset Management
Germany
$5.2M -$1.77M -53,232 -20%
SAM
31
Skyline Asset Management
Illinois
$4.6M +$103K +3,100 +2%
Morgan Stanley
32
Morgan Stanley
New York
$4.58M +$1.32M +39,658 +28%
Charles Schwab
33
Charles Schwab
California
$4.14M +$442K +13,304 +9%
FP
34
Foundry Partners
Minnesota
$4.07M +$475K +14,295 +10%
PFC
35
Phocas Financial Corp
California
$3.94M -$482K -14,488 -8%
Bank of America
36
Bank of America
North Carolina
$3.75M +$448K +13,470 +10%
JP Morgan Chase
37
JP Morgan Chase
New York
$3.46M -$537K -16,141 -10%
PRCP
38
Pacific Ridge Capital Partners
Oregon
$3.37M +$170K +5,126 +4%
Marshall Wace
39
Marshall Wace
United Kingdom
$3.21M +$2.47M +74,185 +137%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$3.08M -$1.15M -34,617 -22%
DCM
41
Divisar Capital Management
California
$3.02M +$13.9K +418 +0.3%
SC
42
Skylands Capital
Wisconsin
$2.92M -$1.16M -34,900 -23%
Ameriprise
43
Ameriprise
Minnesota
$2.78M +$208K +6,257 +6%
TA
44
Teton Advisors
New York
$2.73M – – –
SEI Investments
45
SEI Investments
Pennsylvania
$2.62M +$17.7K +531 +0.5%
FHC
46
Forest Hill Capital
Arkansas
$2.49M – – –
Victory Capital Management
47
Victory Capital Management
Texas
$2.4M +$1.3M +39,070 +69%
PAM
48
Panagora Asset Management
Massachusetts
$2.34M -$1.58M -47,612 -34%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$2.26M +$503K +15,133 +17%
PI
50
Putnam Investments
Massachusetts
$2.17M -$63.2K -1,900 -2%
1
2
3 4 5

CMCO Hedge Fund Activity: Q1 2020 in Review

146 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2020, worth a combined $582M — down 37% from $925M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of CMCO and 12 opened new positions — a net loss of 19 holders — while 47 trimmed existing stakes and 65 added.

The largest buyer was Goldman Sachs, adding an estimated $10.6M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $9.2M sold.

  • 146 institutional investors held Columbus McKinnon (CMCO) as of Q1 2020, down from 166 in Q4 2019.
  • Funds reported $582M of Columbus McKinnon stock for Q1 2020, down 37% quarter-over-quarter.
  • 12 funds opened new Columbus McKinnon positions in Q1 2020 and 31 closed out, a net change of -19 holders.
  • The largest Columbus McKinnon buyer in Q1 2020 was Goldman Sachs, an estimated $10.6M added.
  • The largest Columbus McKinnon seller in Q1 2020 was Driehaus Capital Management, an estimated $9.2M sold.

Based on aggregated 13F filings for Q1 2020.