We are live on ! Find out more
CMCO icon

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
PWA
201
Provenance Wealth Advisors
Florida
$982
FFA
202
Farther Finance Advisors
California
$733
AF
203
Allworth Financial
California
$715
RIL
204
Rothschild Investment LLC
Illinois
$223 +$202 +5 New
EA
205
Ellsworth Advisors
Ohio
-$4.19M -107,508 Closed
QC
206
Quadrature Capital
United Kingdom
-$987K -25,292 Closed
NRD
207
Nebula Research & Development
New York
-$730K -18,715 Closed
CIA
208
Concurrent Investment Advisors
Florida
-$633K -16,215 Closed
CCIA
209
Campbell & Co Investment Adviser
Maryland
-$524K -13,434 Closed
SI
210
Stephens Inc
Arkansas
-$457K -11,722 Closed
DTL
211
Dynamic Technology Lab
Singapore
-$416K -10,663 Closed
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
-$424K -10,562 Closed
DADC
213
D.A. Davidson & Co
Montana
-$360K -9,226 Closed
AWM
214
AE Wealth Management
Kansas
-$299K -7,844 Closed
XT
215
XTX Topco
Cayman Islands
-$286K -7,329 Closed
VF
216
Virtu Financial
New York
-$264K -6,763 Closed
B
217
Bailard
California
-$258K -6,600 Closed
GCP
218
GSA Capital Partners
United Kingdom
-$255K -6,532 Closed
PMEF
219
Point72 Middle East FZE
United Arab Emirates
-$85.1K -2,180 Closed
Acadian Asset Management
220
Acadian Asset Management
Massachusetts
-$62K -1,590 Closed
LF
221
Lee Financial
Texas
-$11.1K -285 Closed
A
222
AJOVista
Massachusetts
-$8.54K -219 Closed
TWP
223
TFO Wealth Partners
Ohio
-$390 -10 Closed

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.