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Columbus McKinnon
CMCO

174 hedge funds and large institutions have $962M invested in Columbus McKinnon in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

24% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 54

4% more funds holding

Funds holding: 167 → 174 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.45% less ownership

Funds ownership: 96.47% → 96.02% (-0.45%)

14% less capital invested

Capital invested by funds: $1.12B → $962M (-$162M)

Holders
174
Holders Change
+7
Holders Change %
+4.19%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
67
Reduced
54
Closed
18
Calls
$325K
Puts
–
Net Calls
+$325K
Net Calls Change
-$61K

Top Buyers

Rank Fund Capital Flow
1
EA
Ellsworth Advisors
Ohio
+$3.97M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.26M
3
Macquarie Group
Macquarie Group
Australia
+$2.51M
4
SFM
Systematic Financial Management
New Jersey
+$1.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.72M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$8M
2
Victory Capital Management
Victory Capital Management
Texas
-$6.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.46M
4
Lazard Asset Management
Lazard Asset Management
New York
-$3.62M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
26
Punch & Associates Investment Management
Minnesota
$10.9M +$54.2K +1,422 +0.5%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$9.27M +$137K +3,591 +1%
SC
28
Skylands Capital
Wisconsin
$8.22M +$504K +13,205 +6%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$7.87M +$1.37M +35,940 +19%
Fisher Asset Management
30
Fisher Asset Management
Washington
$7.66M -$239K -6,261 -3%
MIM
31
Meros Investment Management
Texas
$7.2M +$1.1M +28,719 +16%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$6.92M +$106K +2,776 +1%
KCM
33
Kennedy Capital Management
Missouri
$6.63M -$1.26M -32,998 -15%
First Eagle Investment Management
34
First Eagle Investment Management
New York
$5.54M -$306K -8,019 -5%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$5.04M +$1.72M +45,075 +45%
FP
36
Foundry Partners
Minnesota
$4.26M +$667K +17,480 +17%
N
37
Nuveen
North Carolina
$4.24M +$930K +24,399 +25%
SEI Investments
38
SEI Investments
Pennsylvania
$4.12M +$228K +5,988 +5%
Citadel Advisors
39
Citadel Advisors
Florida
$4.09M -$4.46M -116,986 -50%
PVM
40
Palogic Value Management
Texas
$3.9M – – –
PCA
41
Providence Capital Advisors
North Carolina
$3.85M -$51.3K -1,345 -1%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$3.82M -$269K -7,047 -6%
EA
43
Ellsworth Advisors
Ohio
$3.42M +$3.97M +104,163 New
FHC
44
Forest Hill Capital
Arkansas
$3.1M – – –
Renaissance Technologies
45
Renaissance Technologies
New York
$3M -$64.8K -1,700 -2%
Assenagon Asset Management
46
Assenagon Asset Management
Luxembourg
$2.98M +$3.26M +85,476 New
Morgan Stanley
47
Morgan Stanley
New York
$2.97M +$109K +2,852 +3%
AQR Capital Management
48
AQR Capital Management
Connecticut
$2.95M +$41.2K +1,080 +1%
Ameriprise
49
Ameriprise
Minnesota
$2.75M +$159K +4,163 +6%
EAM
50
Eagle Asset Management
Florida
$2.56M -$48.7K -1,276 -2%
1
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CMCO Hedge Fund Activity: Q3 2023 in Review

174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2023, worth a combined $962M — down 14% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CMCO positions and 18 closed out — a net gain of 7 holders — while 67 added to existing stakes and 54 trimmed.

The largest buyer was Ellsworth Advisors, opening a new position worth an estimated $3.97M. The largest seller was Goldman Sachs, cutting an estimated $8M.

  • 174 institutional investors held Columbus McKinnon (CMCO) as of Q3 2023, up from 167 in Q2 2023.
  • Funds reported $962M of Columbus McKinnon stock for Q3 2023, down 14% quarter-over-quarter.
  • 25 funds opened new Columbus McKinnon positions in Q3 2023 and 18 closed out, a net change of +7 holders.
  • The largest Columbus McKinnon buyer in Q3 2023 was Ellsworth Advisors, an estimated $3.97M added.
  • The largest Columbus McKinnon seller in Q3 2023 was Goldman Sachs, an estimated $8M sold.

Based on aggregated 13F filings for Q3 2023.