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Columbus McKinnon
CMCO

168 hedge funds and large institutions have $856M invested in Columbus McKinnon in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 75 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

660% more call options, than puts

Call options by funds: $943K | Put options by funds: $124K

47% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 51

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

1% more funds holding

Funds holding: 166 → 168 (+2)

0.87% less ownership

Funds ownership: 100.38% → 99.51% (-0.87%)

13% less capital invested

Capital invested by funds: $987M → $856M (-$131M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
168
Holders Change
+2
Holders Change %
+1.2%
% of All Funds
3.68%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
19
Increased
75
Reduced
51
Closed
15
Calls
$943K
Puts
$124K
Net Calls
+$819K
Net Calls Change
+$324K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$14M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$10M
3
Macquarie Group
Macquarie Group
Australia
+$4.53M
4
N
Nuveen
North Carolina
+$4.23M
5
SAM
Silvercrest Asset Management
New York
+$3.84M

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$15.9M
2
RHJA
Rice Hall James & Associates
California
-$8.82M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.89M
4
USAA
United Services Automobile Association
Texas
-$4.79M
5
Lazard Asset Management
Lazard Asset Management
New York
-$3.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Simplex Trading
151
Simplex Trading
Illinois
$79K +$80.5K +2,169 New
AIP
152
Ameritas Investment Partners
Nebraska
$71K – – –
QT
153
Quantamental Technologies
New York
$71K +$48.1K +1,296 +197%
Zurich Cantonal Bank
154
Zurich Cantonal Bank
Switzerland
$57K +$21.5K +580 +59%
RCAG
155
Rehmann Capital Advisory Group
Michigan
$36.4K – – –
MAM
156
Marquette Asset Management
Minnesota
$22K – – –
CIAS
157
Capital Investment Advisory Services
North Carolina
$20K +$20K +539 New
AG
158
Advisor Group
Arizona
$18K -$891 -24 -5%
TSW
159
Thompson Siegel & Walmsley
Virginia
$18K – – –
LTFS
160
Ladenburg Thalmann Financial Services
Florida
$8K – – –
NFG
161
Next Financial Group
Texas
$3K – – –
LWA
162
Lenox Wealth Advisors
New York
$3K +$2.56K +69 New
DWA
163
Dougherty Wealth Advisers
Minnesota
$3K +$2.6K +70 New
SFS
164
Sowell Financial Services
Arkansas
$3K +$2.75K +74 New
TRCT
165
Tower Research Capital (TRC)
New York
$2K -$12.1K -326 -86%
Bessemer Group
166
Bessemer Group
New Jersey
$2K +$1.63K +44 New
SPIA
167
Steward Partners Investment Advisory
New York
$2K +$2.41K +65 New
FGAM
168
Financial Gravity Asset Management
Texas
$1K +$186 +5 +15%
RHJA
169
Rice Hall James & Associates
California
– -$8.82M -210,194 Closed
USAA
170
United Services Automobile Association
Texas
– -$4.79M -114,226 Closed
OAM
171
Oberweis Asset Management
Illinois
– -$3.28M -78,098 Closed
AIS
172
AlphaOne Investment Services
Pennsylvania
– -$1.16M -27,576 Closed
ERSOT
173
Employees Retirement System of Texas
Texas
– -$839K -20,000 Closed
EGM
174
Engineers Gate Manager
New York
– -$771K -18,381 Closed
GCP
175
GSA Capital Partners
United Kingdom
– -$374K -8,915 Closed
4 5 6
7
8

CMCO Hedge Fund Activity: Q3 2019 in Review

168 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2019, worth a combined $856M — down 13% from $987M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CMCO positions and 15 closed out — a net gain of 4 holders — while 75 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $14M. The largest seller was AllianceBernstein, cutting an estimated $15.9M.

  • 168 institutional investors held Columbus McKinnon (CMCO) as of Q3 2019, up from 166 in Q2 2019.
  • Funds reported $856M of Columbus McKinnon stock for Q3 2019, down 13% quarter-over-quarter.
  • 19 funds opened new Columbus McKinnon positions in Q3 2019 and 15 closed out, a net change of +4 holders.
  • The largest Columbus McKinnon buyer in Q3 2019 was Goldman Sachs, an estimated $14M added.
  • The largest Columbus McKinnon seller in Q3 2019 was AllianceBernstein, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2019.