Columbus McKinnon
CMCO
174 hedge funds and large institutions have $962M invested in Columbus McKinnon in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 18 closing their positions.
39% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 18
24% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 54
4% more funds holding
Funds holding: 167 → 174 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.45% less ownership
Funds ownership: 96.47% → 96.02% (-0.45%)
14% less capital invested
Capital invested by funds: $1.12B → $962M (-$162M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Ellsworth Advisors
Hudson,
Ohio
|
+$3.97M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$3.26M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$2.51M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$1.76M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$8M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$6.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.46M |
| 4 |
Lazard Asset Management
New York
|
-$3.62M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$1.88M |
CMCO Hedge Fund Activity: Q3 2023 in Review
174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2023, worth a combined $962M — down 14% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CMCO positions and 18 closed out — a net gain of 7 holders — while 67 added to existing stakes and 54 trimmed.
The largest buyer was Ellsworth Advisors, opening a new position worth an estimated $3.97M. The largest seller was Goldman Sachs, cutting an estimated $8M.
- 174 institutional investors held Columbus McKinnon (CMCO) as of Q3 2023, up from 167 in Q2 2023.
- Funds reported $962M of Columbus McKinnon stock for Q3 2023, down 14% quarter-over-quarter.
- 25 funds opened new Columbus McKinnon positions in Q3 2023 and 18 closed out, a net change of +7 holders.
- The largest Columbus McKinnon buyer in Q3 2023 was Ellsworth Advisors, an estimated $3.97M added.
- The largest Columbus McKinnon seller in Q3 2023 was Goldman Sachs, an estimated $8M sold.
Based on aggregated 13F filings for Q3 2023.