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Columbus McKinnon

153 hedge funds and large institutions have $1.03B invested in Columbus McKinnon in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $847M → $1.03B (+$184M)

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

0.12% less ownership

Funds ownership: 97.11%97% (-0.12%)

2% less funds holding

Funds holding: 156153 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
59
Reduced
49
Closed
15
Calls
$389K
Puts
Net Calls
+$389K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
PAIM
26
Punch & Associates Investment Management
Minnesota
$11.5M -$102K -2,817 -0.9%
Citadel Advisors
27
Citadel Advisors
Florida
$9.49M +$4.25M +117,214 +85%
Fisher Asset Management
28
Fisher Asset Management
Washington
$8.95M +$4.64K +128 +0.1%
SC
29
Skylands Capital
Wisconsin
$8.76M -$467K -12,900 -5%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$8.73M -$62.5K -1,724 -0.7%
KCM
31
Kennedy Capital Management
Missouri
$8.06M -$43.7K -1,205 -0.6%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$7.38M -$117K -3,240 -2%
Hotchkis & Wiley Capital Management
33
Hotchkis & Wiley Capital Management
California
$7.34M +$170K +4,700 +2%
First Eagle Investment Management
34
First Eagle Investment Management
New York
$6.37M +$671K +18,520 +12%
MIM
35
Meros Investment Management
Texas
$6.17M -$39K -1,075 -0.6%
FP
36
Foundry Partners
Minnesota
$5.55M -$22.5K -620 -0.4%
EAM
37
Eagle Asset Management
Florida
$4.44M +$1.08M +29,937 +33%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$4.43M -$938K -25,872 -18%
SEI Investments
39
SEI Investments
Pennsylvania
$4.21M +$879K +24,254 +27%
PCA
40
Providence Capital Advisors
North Carolina
$4.18M +$108K +2,967 +3%
PVM
41
Palogic Value Management
Texas
$4.15M
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$3.67M +$312K +8,598 +10%
N
43
Nuveen
North Carolina
$3.63M -$526K -14,509 -13%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$3.41M -$1.04M -28,600 -24%
FHC
45
Forest Hill Capital
Arkansas
$3.3M
AQR Capital Management
46
AQR Capital Management
Connecticut
$3.18M +$1.06M +29,355 +52%
Ameriprise
47
Ameriprise
Minnesota
$3.14M +$214K +5,900 +8%
Morgan Stanley
48
Morgan Stanley
New York
$2.81M -$1.21M -33,305 -31%
Deutsche Bank
49
Deutsche Bank
Germany
$2.62M +$304K +8,384 +13%
BCI
50
Brinker Capital Investments
Pennsylvania
$2.57M -$41.7K -1,151 -2%

CMCO Hedge Fund Activity: Q1 2023 in Review

153 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2023, worth a combined $1.03B — up 22% from $847M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CMCO and 13 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 59 added.

The largest buyer was Franklin Resources, adding an estimated $20.1M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $14.2M sold.

  • 153 institutional investors held Columbus McKinnon (CMCO) as of Q1 2023, down from 156 in Q4 2022.
  • Funds reported $1.03B of Columbus McKinnon stock for Q1 2023, up 22% quarter-over-quarter.
  • 13 funds opened new Columbus McKinnon positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest Columbus McKinnon buyer in Q1 2023 was Franklin Resources, an estimated $20.1M added.
  • The largest Columbus McKinnon seller in Q1 2023 was TimesSquare Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2023.