Columbus McKinnon
CMCO
137 hedge funds and large institutions have $1.32B invested in Columbus McKinnon in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 23 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 37
0% more capital invested
Capital invested by funds: $1.32B → $1.32B (+$5.56M)
0.14% less ownership
Funds ownership: 97.11% → 96.97% (-0.14%)
7% less funds holding
Funds holding: 148 → 137 (-11)
42% less call options, than puts
Call options by funds: $749K | Put options by funds: $1.3M
48% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$18.3M |
| 2 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$10.6M |
| 3 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$10.5M |
| 4 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$8.33M |
| 5 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$6.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$23M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$17.9M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$6.79M |
| 4 |
Goldman Sachs
New York
|
-$4.56M |
| 5 |
CM
Castleark Management
Chicago,
Illinois
|
-$4.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCM
151
Wedge Capital Management
Charlotte,
North Carolina
| – | -$343K | -7,110 | Closed |
|
|
GCP
152
GSA Capital Partners
London,
United Kingdom
| – | -$335K | -6,950 | Closed |
|
|
GAM
153
Gotham Asset Management
New York
| – | -$323K | -6,699 | Closed |
|
|
SF
154
Synovus Financial
Columbus,
Georgia
| – | -$315K | -6,397 | Closed |
|
|
AS
155
Altshuler Shaham
Tel Aviv,
Israel
| – | -$237K | -4,917 | Closed |
|
156
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| – | -$193K | -4,007 | Closed |
|
157
Russell Investments Group
London,
United Kingdom
| – | -$177K | -3,679 | Closed |
|
|
EAM
158
Exos Asset Management
New York
| – | -$83K | -1,714 | Closed |
|
CMCO Hedge Fund Activity: Q3 2021 in Review
137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2021, worth a combined $1.32B — up 0.42% from $1.32B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of CMCO and 12 opened new positions — a net loss of 11 holders — while 37 trimmed existing stakes and 66 added.
The largest buyer was Wells Fargo, adding an estimated $18.3M. The largest seller was Franklin Resources, cutting an estimated $23M.
- 137 institutional investors held Columbus McKinnon (CMCO) as of Q3 2021, down from 148 in Q2 2021.
- Funds reported $1.32B of Columbus McKinnon stock for Q3 2021, up 0.42% quarter-over-quarter.
- 12 funds opened new Columbus McKinnon positions in Q3 2021 and 23 closed out, a net change of -11 holders.
- The largest Columbus McKinnon buyer in Q3 2021 was Wells Fargo, an estimated $18.3M added.
- The largest Columbus McKinnon seller in Q3 2021 was Franklin Resources, an estimated $23M sold.
Based on aggregated 13F filings for Q3 2021.