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Columbus McKinnon

205 hedge funds and large institutions have $1.22B invested in Columbus McKinnon in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $1.09B → $1.22B (+$136M)

7% more funds holding

Funds holding: 191205 (+14)

1.42% less ownership

Funds ownership: 96.95%95.53% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 75

Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
67
Reduced
75
Closed
19
Calls
$424K
Puts
Net Calls
+$424K
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Skylands Capital
Wisconsin
$10.9M -$8.09K -200 -0.1%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$10.5M -$4.41K -109 -0%
Hotchkis & Wiley Capital Management
28
Hotchkis & Wiley Capital Management
California
$9.99M -$465K -11,510 -5%
Fisher Asset Management
29
Fisher Asset Management
Washington
$9.89M +$706K +17,456 +9%
MIM
30
Meros Investment Management
Texas
$9.34M +$21K +520 +0.2%
Morgan Stanley
31
Morgan Stanley
New York
$8.6M -$16.5M -408,888 -68%
First Eagle Investment Management
32
First Eagle Investment Management
New York
$8.22M +$783K +19,350 +12%
Lazard Asset Management
33
Lazard Asset Management
New York
$8.19M -$7.79M -192,678 -51%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$8.16M -$343K -8,490 -4%
PAMP
35
Polar Asset Management Partners
Ontario, Canada
$7.3M +$6.62M +163,600 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$7.08M +$585K +14,464 +10%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$6.97M -$1.07M -26,372 -14%
FP
38
Foundry Partners
Minnesota
$5.43M +$949K +23,460 +24%
SEI Investments
39
SEI Investments
Pennsylvania
$5.1M +$40.4K +999 +0.9%
PCA
40
Providence Capital Advisors
North Carolina
$4.98M +$73K +1,806 +2%
PVM
41
Palogic Value Management
Texas
$4.76M
Assenagon Asset Management
42
Assenagon Asset Management
Luxembourg
$4.57M -$1.27M -31,296 -23%
JP Morgan Chase
43
JP Morgan Chase
New York
$4.19M +$627K +15,498 +20%
Millennium Management
44
Millennium Management
New York
$4.05M -$6.37M -157,504 -63%
FHC
45
Forest Hill Capital
Arkansas
$3.96M
HIM
46
Hillsdale Investment Management
Ontario, Canada
$3.79M +$3.44M +84,944 New
Ameriprise
47
Ameriprise
Minnesota
$3.78M +$6.83K +169 +0.2%
IP
48
Isthmus Partners
Wisconsin
$3.77M +$1.09M +26,975 +47%
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$3.64M +$1.04M +25,804 +46%
Truist Financial
50
Truist Financial
North Carolina
$3.54M +$512K +12,661 +19%

CMCO Hedge Fund Activity: Q1 2024 in Review

205 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2024, worth a combined $1.22B — up 12% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CMCO positions and 19 closed out — a net gain of 15 holders — while 67 added to existing stakes and 75 trimmed.

The largest buyer was Franklin Resources, adding an estimated $17.1M. The largest seller was Fidelity Investments, cutting an estimated $18.1M.

  • 205 institutional investors held Columbus McKinnon (CMCO) as of Q1 2024, up from 191 in Q4 2023.
  • Funds reported $1.22B of Columbus McKinnon stock for Q1 2024, up 12% quarter-over-quarter.
  • 34 funds opened new Columbus McKinnon positions in Q1 2024 and 19 closed out, a net change of +15 holders.
  • The largest Columbus McKinnon buyer in Q1 2024 was Franklin Resources, an estimated $17.1M added.
  • The largest Columbus McKinnon seller in Q1 2024 was Fidelity Investments, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2024.