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Columbus McKinnon

200 hedge funds and large institutions have $1.08B invested in Columbus McKinnon in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 65 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 65

7% more capital invested

Capital invested by funds: $1.01B → $1.08B (+$73.8M)

4.29% more ownership

Funds ownership: 96.93%101.22% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 207200 (-7)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

69% less call options, than puts

Call options by funds: $223K | Put options by funds: $718K

Holders
200
Holders Change
-7
Holders Change %
-3.38%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
75
Reduced
65
Closed
38
Calls
$223K
Puts
$718K
Net Calls
-$495K
Net Calls Change
-$495K
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
26
Meros Investment Management
Texas
$10.3M +$34.9K +962 +0.3%
HCA
27
Harbor Capital Advisors
Illinois
$8.76M +$36.3K +1,001 +0.4%
VDBMI
28
Van Den Berg Management I
Texas
$8.5M +$1.63K +45 +0%
UBS Group
29
UBS Group
Switzerland
$8.37M +$7.26M +200,102 +813%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$8.23M
Goldman Sachs
31
Goldman Sachs
New York
$7.82M +$1.79M +49,201 +31%
SC
32
Skylands Capital
Wisconsin
$7.34M -$1.6M -44,009 -18%
Lazard Asset Management
33
Lazard Asset Management
New York
$7.21M -$944K -26,006 -12%
FP
34
Foundry Partners
Minnesota
$6.89M +$290K +7,994 +5%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$6.69M -$1.57M -43,288 -19%
First Eagle Investment Management
36
First Eagle Investment Management
New York
$6.47M -$751K -20,700 -11%
KTA
37
Keeley-Teton Advisors
Illinois
$6.34M +$426K +11,728 +7%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$6.21M +$725K +19,975 +14%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$6.08M +$5.22M +143,871 +737%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$5.99M -$528K -14,551 -8%
SEI Investments
41
SEI Investments
Pennsylvania
$5.96M +$1.44M +39,686 +33%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$5.83M -$264K -7,287 -4%
KCM
43
Kennedy Capital Management
Missouri
$5.14M +$5.01M +138,150 New
Morgan Stanley
44
Morgan Stanley
New York
$4.98M -$5.56M -153,221 -53%
Voloridge Investment Management
45
Voloridge Investment Management
Florida
$4.94M -$1.39M -38,318 -22%
RC
46
Roubaix Capital
Colorado
$4.74M +$4.62M +127,379 New
Franklin Resources
47
Franklin Resources
California
$4.72M -$13.2M -362,642 -74%
BCA
48
Bernzott Capital Advisors
California
$3.77M +$3.67M +101,133 New
HA
49
Heartland Advisors
Wisconsin
$3.72M +$3.63M +100,000 New
BCC
50
Bridge City Capital
Oregon
$3.58M +$535K +14,742 +18%

CMCO Hedge Fund Activity: Q4 2024 in Review

200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2024, worth a combined $1.08B — up 7.3% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CMCO and 34 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 75 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $25.7M. The largest seller was Fidelity Investments, cutting an estimated $17.1M.

  • 200 institutional investors held Columbus McKinnon (CMCO) as of Q4 2024, down from 207 in Q3 2024.
  • Funds reported $1.08B of Columbus McKinnon stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 34 funds opened new Columbus McKinnon positions in Q4 2024 and 38 closed out, a net change of -4 holders.
  • The largest Columbus McKinnon buyer in Q4 2024 was Vaughan Nelson Investment Management, an estimated $25.7M added.
  • The largest Columbus McKinnon seller in Q4 2024 was Fidelity Investments, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2024.