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Columbus McKinnon
CMCO

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: 156 → 153 (-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

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$20.1M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$4.38M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.25M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.96M
5
OPS
Orion Portfolio Solutions
Nebraska
+$2.51M

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$14.2M
2
Victory Capital Management
Victory Capital Management
Texas
-$7.07M
3
Goldman Sachs
Goldman Sachs
New York
-$5.22M
4
Lazard Asset Management
Lazard Asset Management
New York
-$5.07M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
-$4.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
51
Orion Portfolio Solutions
Nebraska
$2.57M +$2.51M +69,214 New
TA
52
Teton Advisors
New York
$2.53M -$36.2K -1,000 -1%
Asset Management One
53
Asset Management One
Japan
$2.44M -$204K -5,637 -8%
State of New Jersey Common Pension Fund D
54
State of New Jersey Common Pension Fund D
New Jersey
$2.37M -$373K -10,282 -14%
Truist Financial
55
Truist Financial
North Carolina
$2.36M +$75.7K +2,088 +3%
Swiss National Bank
56
Swiss National Bank
Switzerland
$2.29M -$265K -7,300 -11%
RJA
57
Raymond James & Associates
Florida
$2.14M +$41.3K +1,139 +2%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$2.03M +$7.25K +200 +0.4%
IP
59
Isthmus Partners
Wisconsin
$1.94M +$51.6K +1,423 +3%
RC
60
RBF Capital
California
$1.86M – – –
Invesco
61
Invesco
Georgia
$1.74M -$259K -7,159 -13%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1.68M +$59.4K +1,638 +4%
KTA
63
Keeley-Teton Advisors
Illinois
$1.64M – – –
Prudential Financial
64
Prudential Financial
New Jersey
$1.55M +$1.51M +41,609 New
HFS
65
Hantz Financial Services
Michigan
$1.33M +$109K +3,020 +9%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$1.32M -$18.3K -504 -1%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.31M +$645K +17,803 +102%
Two Sigma Investments
68
Two Sigma Investments
New York
$1.29M -$1.29M -35,670 -51%
CS
69
Credit Suisse
Switzerland
$1.26M +$82.5K +2,276 +7%
JP Morgan Chase
70
JP Morgan Chase
New York
$1.18M +$240K +6,611 +26%
Natixis Advisors
71
Natixis Advisors
Massachusetts
$1.17M +$27.8K +767 +2%
Renaissance Technologies
72
Renaissance Technologies
New York
$1.15M -$1.5M -41,385 -57%
UBS AM
73
UBS AM
Illinois
$1.1M +$74K +2,041 +7%
GC
74
Globeflex Capital
California
$1.01M – – –
JMPWA
75
JP Morgan Private Wealth Advisors
California
$980K -$58K -1,600 -6%
1 2
3
4 5

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.