Columbus McKinnon
CMCO
123 hedge funds and large institutions have $490M invested in Columbus McKinnon in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 9 closing their positions.
111% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 9
16% more capital invested
Capital invested by funds: $423M → $490M (+$66.9M)
9% more funds holding
Funds holding: 113 → 123 (+10)
32% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 56
65% less call options, than puts
Call options by funds: $76K | Put options by funds: $218K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$18.3M |
| 2 |
CRCP
Copper Rock Capital Partners
Boston,
Massachusetts
|
+$7.42M |
| 3 |
SAM
Skyline Asset Management
Chicago,
Illinois
|
+$3.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.81M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCM
Frontier Capital Management
Boston,
Massachusetts
|
-$11.6M |
| 2 |
B
Barings
Charlotte,
North Carolina
|
-$7.4M |
| 3 |
WC
Walthausen & Co
Malta,
New York
|
-$2.71M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$1.56M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$1.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ZIM
126
Zacks Investment Management
Chicago,
Illinois
| – | -$424K | -17,640 | Closed |
|
127
ProShare Advisors
Bethesda,
Maryland
| – | -$298K | -12,381 | Closed |
|
|
OCM
128
Olstein Capital Management
Purchase,
New York
| – | -$264K | -11,000 | Closed |
|
|
GMIM
129
General Motors Investment Management
New York
| – | -$238K | -9,907 | Closed |
|
130
Ameriprise
Minneapolis,
Minnesota
| – | -$29K | -1,216 | Closed |
|
|
TRCT
131
Tower Research Capital (TRC)
New York
| – | -$16K | -671 | Closed |
|
|
PCM
132
Prelude Capital Management
New York
| – | -$7K | -300 | Closed |
|
CMCO Hedge Fund Activity: Q4 2013 in Review
123 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2013, worth a combined $490M — up 16% from $423M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CMCO positions and 9 closed out — a net gain of 10 holders — while 38 added to existing stakes and 56 trimmed.
The largest buyer was Pzena Investment Management, opening a new position worth an estimated $18.3M. The largest seller was Frontier Capital Management, cutting an estimated $11.6M.
- 123 institutional investors held Columbus McKinnon (CMCO) as of Q4 2013, up from 113 in Q3 2013.
- Funds reported $490M of Columbus McKinnon stock for Q4 2013, up 16% quarter-over-quarter.
- 19 funds opened new Columbus McKinnon positions in Q4 2013 and 9 closed out, a net change of +10 holders.
- The largest Columbus McKinnon buyer in Q4 2013 was Pzena Investment Management, an estimated $18.3M added.
- The largest Columbus McKinnon seller in Q4 2013 was Frontier Capital Management, an estimated $11.6M sold.
Based on aggregated 13F filings for Q4 2013.