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Columbus McKinnon

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: 174191 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$3.16M +$2.29M +65,291 +417%
Renaissance Technologies
52
Renaissance Technologies
New York
$3.14M -$193K -5,500 -6%
JP Morgan Chase
53
JP Morgan Chase
New York
$3.06M +$1.62M +46,260 +144%
State of New Jersey Common Pension Fund D
54
State of New Jersey Common Pension Fund D
New Jersey
$2.82M +$292K +8,302 +13%
Truist Financial
55
Truist Financial
North Carolina
$2.6M +$50K +1,424 +2%
Invesco
56
Invesco
Georgia
$2.58M +$105K +2,999 +5%
TA
57
Teton Advisors
New York
$2.5M -$140K -4,000 -6%
First Trust Advisors
58
First Trust Advisors
Illinois
$2.27M +$2.04M +58,067 New
IP
59
Isthmus Partners
Wisconsin
$2.25M +$86.2K +2,456 +4%
UBS Group
60
UBS Group
Switzerland
$2.21M +$559K +15,930 +39%
Swiss National Bank
61
Swiss National Bank
Switzerland
$2.21M -$232K -6,600 -10%
BCI
62
Brinker Capital Investments
Pennsylvania
$2.19M -$139K -3,960 -6%
OPS
63
Orion Portfolio Solutions
Nebraska
$2.19M -$139K -3,960 -6%
HFS
64
Hantz Financial Services
Michigan
$2.18M -$93.7K -2,670 -5%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$2.17M +$1.16M +33,025 +146%
RJA
66
Raymond James & Associates
Florida
$2.11M -$76.9K -2,189 -4%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$2.06M -$14.1K -401 -0.8%
KTA
68
Keeley-Teton Advisors
Illinois
$2.06M +$361K +10,277 +24%
Asset Management One
69
Asset Management One
Japan
$2M -$173K -4,941 -9%
RC
70
RBF Capital
California
$1.96M
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$1.77M +$9.69K +276 +0.6%
Tudor Investment Corp
72
Tudor Investment Corp
Connecticut
$1.54M +$123K +3,512 +10%
UBS AM
73
UBS AM
Illinois
$1.47M +$152K +4,316 +13%
CS
74
Credit Suisse
Switzerland
$1.39M +$31.3K +892 +3%
Victory Capital Management
75
Victory Capital Management
Texas
$1.38M -$26.8M -763,079 -96%

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.