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Columbus McKinnon

200 hedge funds and large institutions have $1.08B invested in Columbus McKinnon in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 65 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 65

7% more capital invested

Capital invested by funds: $1.01B → $1.08B (+$73.8M)

4.29% more ownership

Funds ownership: 96.93%101.22% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 207200 (-7)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

69% less call options, than puts

Call options by funds: $223K | Put options by funds: $718K

Holders
200
Holders Change
-7
Holders Change %
-3.38%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
75
Reduced
65
Closed
38
Calls
$223K
Puts
$718K
Net Calls
-$495K
Net Calls Change
-$495K
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
Smartleaf Asset Management
Massachusetts
$5.56K +$2.03K +56 +60%
TRCT
177
Tower Research Capital (TRC)
New York
$4.84K -$286K -7,868 -98%
QCG
178
Quadrant Capital Group
Ohio
$4.73K +$3.63K +100 +370%
GI
179
GAMMA Investing
California
$4.73K +$1.71K +47 +59%
AF
180
Allworth Financial
California
$4.09K +$3.41K +94 +588%
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$4.02K +$3.92K +108 New
PTC
182
Private Trust Company
Ohio
$3.91K
GRP
183
Global Retirement Partners
California
$3.91K +$3.81K +105 New
RS
184
R Squared
Hong Kong
$3.72K +$3.63K +100 New
ME
185
McIlrath & Eck
Washington
$3.02K
VCM
186
Versant Capital Management
Arizona
$2.35K +$2.29K +63 New
AssetMark Inc
187
AssetMark Inc
California
$1.9K +$1.6K +44 +629%
RIL
188
Rothschild Investment LLC
Illinois
$1.86K -$2.43K -67 -57%
SIM
189
Studio Investment Management
Illinois
$1.56K +$1.52K +42 New
MG
190
Mather Group
Illinois
$1.04K +$1.02K +28 New
C
191
Covestor
United Kingdom
$1K +$363 +10 +67%
SWC
192
Spectrum Wealth Counsel
Indiana
$820
PWA
193
Provenance Wealth Advisors
Florida
$819
FFA
194
Farther Finance Advisors
California
$633
FFO
195
Fortitude Family Office
Arizona
$596
MPWT
196
MassMutual Private Wealth & Trust
Connecticut
$559 +$544 +15 New
EWA
197
EverSource Wealth Advisors
Alabama
$447 +$436 +12 New
IA
198
IFP Advisors
Florida
$447 +$436 +12 New
FHA
199
First Horizon Advisors
Tennessee
$336
WCM
200
WealthTrak Capital Management
Virginia
$187 +$181 +5 New

CMCO Hedge Fund Activity: Q4 2024 in Review

200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2024, worth a combined $1.08B — up 7.3% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CMCO and 34 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 75 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $25.7M. The largest seller was Fidelity Investments, cutting an estimated $17.1M.

  • 200 institutional investors held Columbus McKinnon (CMCO) as of Q4 2024, down from 207 in Q3 2024.
  • Funds reported $1.08B of Columbus McKinnon stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 34 funds opened new Columbus McKinnon positions in Q4 2024 and 38 closed out, a net change of -4 holders.
  • The largest Columbus McKinnon buyer in Q4 2024 was Vaughan Nelson Investment Management, an estimated $25.7M added.
  • The largest Columbus McKinnon seller in Q4 2024 was Fidelity Investments, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2024.