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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
A
176
AJOVista
Massachusetts
$8.54K +$7.69K +219 New
Mitsubishi UFJ Asset Management
177
Mitsubishi UFJ Asset Management
Japan
$8.18K – – –
PS
178
Principal Securities
Iowa
$7.96K +$7.16K +204 New
S
179
SignatureFD
Georgia
$5.85K +$3.44K +98 +188%
FCA
180
FinTrust Capital Advisors
South Carolina
$5.81K +$3.72K +106 +247%
Russell Investments Group
181
Russell Investments Group
United Kingdom
$5.62K -$178K -5,056 -97%
PTC
182
Private Trust Company
Ohio
$3.51K +$3.16K +90 New
PA
183
Parallel Advisors
California
$2.89K -$808 -23 -24%
GI
184
GAMMA Investing
California
$2.27K +$2.04K +58 New
PWMG
185
Private Wealth Management Group
New Jersey
$1.64K +$1.48K +42 New
QCG
186
Quadrant Capital Group
Ohio
$1.05K – – –
PWA
187
Provenance Wealth Advisors
Florida
$858 – – –
FFA
188
Farther Finance Advisors
California
$663 -$316 -9 -35%
AF
189
Allworth Financial
California
$625 – – –
TWP
190
TFO Wealth Partners
Ohio
$390 – – –
EAM
191
Eagle Asset Management
Florida
– -$2.56M -73,398 Closed
LSV Asset Management
192
LSV Asset Management
Illinois
– -$1.03M -29,553 Closed
ECM
193
ExodusPoint Capital Management
New York
– -$528K -15,124 Closed
MM
194
MQS Management
New York
– -$484K -13,865 Closed
LAM
195
L2 Asset Management
Massachusetts
– -$2.48K -12,024 Closed
CCM
196
Channing Capital Management
Illinois
– -$276K -7,912 Closed
Amundi
197
Amundi
France
– -$229K -6,753 Closed
BWS
198
Buck Wealth Strategies
Colorado
– -$83.3K -2,387 Closed
FRA
199
Front Row Advisors
California
– -$3.94K -113 Closed
BAAM
200
Baker Avenue Asset Management
California
– -$3.67K -105 Closed
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.