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Columbus McKinnon

205 hedge funds and large institutions have $1.22B invested in Columbus McKinnon in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $1.09B → $1.22B (+$136M)

7% more funds holding

Funds holding: 191205 (+14)

1.42% less ownership

Funds ownership: 96.95%95.53% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 75

Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
67
Reduced
75
Closed
19
Calls
$424K
Puts
Net Calls
+$424K
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
176
Ohio Public Employees Retirement System (OPERS)
Ohio
$23.9K -$485 -12 -2%
HNB
177
Huntington National Bank
Ohio
$20.8K +$18.9K +467 New
NA
178
NewEdge Advisors
Louisiana
$16.3K -$12.6K -311 -46%
RA
179
Rise Advisors
New York
$16.3K +$14.8K +365 New
Russell Investments Group
180
Russell Investments Group
United Kingdom
$14.8K +$7.6K +188 +131%
TRCT
181
Tower Research Capital (TRC)
New York
$13.8K -$251K -6,196 -95%
BAM
182
Byrne Asset Management
New Jersey
$11.8K
SS
183
Sunbelt Securities
Texas
$10K
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.42K +233 New
Mitsubishi UFJ Asset Management
185
Mitsubishi UFJ Asset Management
Japan
$9.82K
PS
186
Principal Securities
Iowa
$9.37K +$243 +6 +3%
FRA
187
Front Row Advisors
California
$7.41K +$6.71K +166 New
S
188
SignatureFD
Georgia
$6.7K
FCA
189
FinTrust Capital Advisors
South Carolina
$6.65K
PTC
190
Private Trust Company
Ohio
$4.69K +$607 +15 +17%
ACM
191
Aquatic Capital Management
Illinois
$4.46K -$218K -5,400 -98%
MAM
192
Meeder Asset Management
Ohio
$4.02K +$3.64K +90 New
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$3.84K +$3.6K +89 New
ME
194
McIlrath & Eck
Washington
$3.62K +$3.28K +81 New
GI
195
GAMMA Investing
California
$3.44K +$768 +19 +33%
PA
196
Parallel Advisors
California
$3.3K
PWMG
197
Private Wealth Management Group
New Jersey
$1.88K
SAM
198
Smartleaf Asset Management
Massachusetts
$1.41K +$1.29K +32 New
MG
199
Mather Group
Illinois
$1.33K +$1.38K +34 New
QCG
200
Quadrant Capital Group
Ohio
$1.21K

CMCO Hedge Fund Activity: Q1 2024 in Review

205 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2024, worth a combined $1.22B — up 12% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CMCO positions and 19 closed out — a net gain of 15 holders — while 67 added to existing stakes and 75 trimmed.

The largest buyer was Franklin Resources, adding an estimated $17.1M. The largest seller was Fidelity Investments, cutting an estimated $18.1M.

  • 205 institutional investors held Columbus McKinnon (CMCO) as of Q1 2024, up from 191 in Q4 2023.
  • Funds reported $1.22B of Columbus McKinnon stock for Q1 2024, up 12% quarter-over-quarter.
  • 34 funds opened new Columbus McKinnon positions in Q1 2024 and 19 closed out, a net change of +15 holders.
  • The largest Columbus McKinnon buyer in Q1 2024 was Franklin Resources, an estimated $17.1M added.
  • The largest Columbus McKinnon seller in Q1 2024 was Fidelity Investments, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2024.