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Columbus McKinnon
CMCO

191 hedge funds and large institutions have $1.09B invested in Columbus McKinnon in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $962M → $1.09B (+$125M)

10% more funds holding

Funds holding: 174 → 191 (+17)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

0.94% more ownership

Funds ownership: 96.02% → 96.95% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
191
Holders Change
+17
Holders Change %
+9.77%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
34
Increased
70
Reduced
65
Closed
14
Calls
$3K
Puts
–
Net Calls
+$3K
Net Calls Change
-$322K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.1M
2
Millennium Management
Millennium Management
New York
+$6.87M
3
BlackRock
BlackRock
New York
+$5.93M
4
N
Nuveen
North Carolina
+$3.53M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$2.57M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$26.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.8M
3
Goldman Sachs
Goldman Sachs
New York
-$4.09M
4
KCM
Kennedy Capital Management
Missouri
-$2.58M
5
EAM
Eagle Asset Management
Florida
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAIM
26
Punch & Associates Investment Management
Minnesota
$12.3M +$109K +3,106 +1%
Millennium Management
27
Millennium Management
New York
$9.68M +$6.87M +195,696 +373%
SC
28
Skylands Capital
Wisconsin
$9.51M +$285K +8,107 +3%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$9.19M -$1.06M -30,114 -11%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$9.18M +$351K +10,000 +4%
N
31
Nuveen
North Carolina
$8.66M +$3.53M +100,511 +83%
MIM
32
Meros Investment Management
Texas
$8.14M +$83.4K +2,375 +1%
Fisher Asset Management
33
Fisher Asset Management
Washington
$7.96M -$534K -15,200 -7%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$7.47M -$242K -6,893 -3%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$7.12M +$2.57M +73,229 +67%
Citadel Advisors
36
Citadel Advisors
Florida
$6.6M +$1.83M +52,202 +45%
First Eagle Investment Management
37
First Eagle Investment Management
New York
$6.44M +$224K +6,371 +4%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$5.63M -$8.15K -232 -0.2%
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$5.22M +$1.7M +48,275 +56%
KCM
40
Kennedy Capital Management
Missouri
$4.54M -$2.58M -73,413 -39%
SEI Investments
41
SEI Investments
Pennsylvania
$4.42M -$165K -4,707 -4%
PCA
42
Providence Capital Advisors
North Carolina
$4.29M -$12.4K -352 -0.3%
EA
43
Ellsworth Advisors
Ohio
$4.19M +$117K +3,345 +3%
PVM
44
Palogic Value Management
Texas
$4.16M -$176K -5,000 -4%
FP
45
Foundry Partners
Minnesota
$3.83M -$840K -23,915 -20%
FHC
46
Forest Hill Capital
Arkansas
$3.46M – – –
Two Sigma Advisers
47
Two Sigma Advisers
New York
$3.4M +$485K +13,800 +19%
Two Sigma Investments
48
Two Sigma Investments
New York
$3.33M +$981K +27,935 +49%
Ameriprise
49
Ameriprise
Minnesota
$3.3M +$208K +5,926 +8%
AQR Capital Management
50
AQR Capital Management
Connecticut
$3.29M -$8.85K -252 -0.3%
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CMCO Hedge Fund Activity: Q4 2023 in Review

191 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2023, worth a combined $1.09B — up 13% from $962M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CMCO positions and 14 closed out — a net gain of 20 holders — while 70 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.1M. The largest seller was Victory Capital Management, cutting an estimated $26.8M.

  • 191 institutional investors held Columbus McKinnon (CMCO) as of Q4 2023, up from 174 in Q3 2023.
  • Funds reported $1.09B of Columbus McKinnon stock for Q4 2023, up 13% quarter-over-quarter.
  • 34 funds opened new Columbus McKinnon positions in Q4 2023 and 14 closed out, a net change of +20 holders.
  • The largest Columbus McKinnon buyer in Q4 2023 was Morgan Stanley, an estimated $18.1M added.
  • The largest Columbus McKinnon seller in Q4 2023 was Victory Capital Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2023.