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Columbus McKinnon
CMCO

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: 174 → 191 (+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: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.1M
2
Millennium Management
Millennium Management
New York
+$6.87M
3
BlackRock
BlackRock
New York
+$5.93M
4
N
Nuveen
North Carolina
+$3.53M
5
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
+$2.57M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$26.8M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$11.8M
3
Goldman Sachs
Goldman Sachs
New York
-$4.09M
4
KCM
Kennedy Capital Management
Missouri
-$2.58M
5
EAM
Eagle Asset Management
Florida
-$2.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$227K -$3.06K -87 -1%
ACM
152
Aquatic Capital Management
Illinois
$215K +$162K +4,600 +511%
SG Americas Securities
153
SG Americas Securities
New York
$215K +$194K +5,512 New
CAM
154
Cresset Asset Management
Illinois
$212K +$191K +5,440 New
Comerica Bank
155
Comerica Bank
Texas
$152K -$31.8K -906 -19%
Osaic Holdings
156
Osaic Holdings
Arizona
$138K -$28.3K -807 -19%
SOW
157
State of Wyoming
Wyoming
$122K -$14.5K -413 -12%
Point72 Asset Management
158
Point72 Asset Management
Connecticut
$117K +$98.3K +2,800 +1,400%
AIP
159
Ameritas Investment Partners
Nebraska
$109K – – –
Canada Life
160
Canada Life
Manitoba, Canada
$109K – – –
AB
161
Amalgamated Bank
New York
$97K -$10.1K -287 -10%
PMEF
162
Point72 Middle East FZE
United Arab Emirates
$85.1K +$60.7K +1,729 +383%
N
163
Natixis
France
$84.4K -$3.55K -101 -4%
EC
164
EntryPoint Capital
New York
$79K +$71.1K +2,025 New
New York State Teachers Retirement System (NYSTRS)
165
New York State Teachers Retirement System (NYSTRS)
New York
$73K – – –
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$62.1K – – –
Acadian Asset Management
167
Acadian Asset Management
Massachusetts
$62K -$257K -7,323 -82%
QT
168
Quantbot Technologies
New York
$61.3K -$6.29K -179 -10%
Federated Hermes
169
Federated Hermes
Pennsylvania
$58.7K -$105 -3 -0.2%
CT
170
Colonial Trust
South Carolina
$49.7K – – –
NA
171
NewEdge Advisors
Louisiana
$26.4K +$23.7K +676 New
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$21.3K -$351 -10 -2%
LF
173
Lee Financial
Texas
$11.1K – – –
BAM
174
Byrne Asset Management
New Jersey
$10.5K – – –
SS
175
Sunbelt Securities
Texas
$8.78K – – –
5 6
7
8 9

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.