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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
D.E. Shaw & Co
76
D.E. Shaw & Co
New York
$1.28M +$212K +6,029 +23%
Squarepoint
77
Squarepoint
New York
$1.19M -$468K -13,333 -30%
California State Teachers Retirement System (CalSTRS)
78
California State Teachers Retirement System (CalSTRS)
California
$1.18M -$48.5K -1,381 -4%
OFA
79
Oak Family Advisors
Illinois
$1.16M +$143K +4,063 +16%
GC
80
Globeflex Capital
California
$1.12M +$119K +3,387 +13%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$1.08M -$499K -14,205 -34%
CIA
82
Cascade Investment Advisors
Oregon
$1.08M +$52.5K +1,495 +6%
WCM
83
Wedge Capital Management
North Carolina
$1.07M +$72.8K +2,074 +8%
CIC
84
Cornercap Investment Counsel
Georgia
$1.07M +$4.04K +115 +0.4%
Walleye Capital
85
Walleye Capital
New York
$1.05M +$948K +26,986 New
Legal & General Group
86
Legal & General Group
United Kingdom
$1.04M +$24K +683 +3%
PRCP
87
Pacific Ridge Capital Partners
Oregon
$1.01M
Wells Fargo
88
Wells Fargo
California
$1M +$71.1K +2,026 +9%
QC
89
Quadrature Capital
United Kingdom
$987K +$888K +25,292 New
AllianceBernstein
90
AllianceBernstein
Tennessee
$979K
Teacher Retirement System of Texas
91
Teacher Retirement System of Texas
Texas
$946K +$49.8K +1,417 +6%
HF
92
HRT Financial
New York
$943K +$418K +11,901 +97%
PTC
93
Petrus Trust Company
Texas
$928K +$835K +23,775 New
NERM
94
New England Research & Management
Illinois
$907K -$8.78K -250 -1%
Natixis Advisors
95
Natixis Advisors
Massachusetts
$795K -$364K -10,353 -34%
NRD
96
Nebula Research & Development
New York
$730K +$657K +18,715 New
OAM
97
Oppenheimer Asset Management
New York
$725K -$19.2K -546 -3%
ZCM
98
Ziegler Capital Management
Illinois
$717K +$45.2K +1,288 +8%
OQS
99
Occudo Quantitative Strategies
Florida
$702K +$236K +6,735 +60%
JF
100
Jump Financial
Illinois
$691K +$281K +7,998 +82%

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.