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Columbus McKinnon

113 hedge funds and large institutions have $423M invested in Columbus McKinnon in 2013 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

810% more call options, than puts

Call options by funds: $728K | Put options by funds: $80K

11% more capital invested

Capital invested by funds: $382M → $423M (+$41.9M)

1% less funds holding

Funds holding: 114113 (-1)

2% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 44

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

Holders
113
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
3.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
43
Reduced
44
Closed
13
Calls
$728K
Puts
$80K
Net Calls
+$648K
Net Calls Change
+$66K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$70.4M +$35.8K +1,562 +0.1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$36.3M +$4.43M +192,923 +15%
WC
3
Walthausen & Co
New York
$18.2M +$1.79M +78,130 +12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.7M +$368K +16,038 +2%
BIT
5
BlackRock Institutional Trust
California
$14.9M -$439K -19,155 -3%
RA
6
Royce & Associates
New York
$13.9M -$5.36M -233,600 -29%
EBIM
7
Eagle Boston Investment Management
Massachusetts
$13.7M -$260K -11,321 -2%
BFA
8
BlackRock Fund Advisors
California
$13.4M +$1.31M +57,269 +11%
Vanguard Group
9
Vanguard Group
Pennsylvania
$13.4M +$164K +7,154 +1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$13.2M +$2.22M +96,981 +21%
FCM
11
Frontier Capital Management
Massachusetts
$11.6M +$865K +37,702 +8%
CRC
12
Curi RMB Capital
Illinois
$11.5M +$97.5K +4,249 +0.9%
RCM
13
Rutabaga Capital Management
Massachusetts
$10.6M
LSV Asset Management
14
LSV Asset Management
Illinois
$10.6M +$1.9M +82,883 +23%
TAM
15
THB Asset Management
Connecticut
$10.2M -$1.71M -74,708 -15%
SAM
16
Skyline Asset Management
Illinois
$10.1M +$3.91M +170,400 +68%
State Street
17
State Street
Massachusetts
$8.5M -$530K -23,090 -6%
Northern Trust
18
Northern Trust
Illinois
$8.35M +$141K +6,154 +2%
B
19
Barings
North Carolina
$8.26M -$3.28M -142,899 -29%
SFM
20
Systematic Financial Management
New Jersey
$7.12M +$1.13M +49,437 +20%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$6.22M +$167K +7,300 +3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$5.96M -$149K -6,499 -3%
KCM
23
Kennedy Capital Management
Missouri
$5.46M -$817K -35,610 -14%
RFC
24
Russell Frank Company
Washington
$5.29M -$121K -5,278 -2%
EAM
25
Eagle Asset Management
Florida
$4.78M +$4.53M +197,600 New

CMCO Hedge Fund Activity: Q3 2013 in Review

113 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2013, worth a combined $423M — up 11% from $382M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CMCO and 12 opened new positions — a net loss of 1 holder — while 44 trimmed existing stakes and 43 added.

The largest buyer was Eagle Asset Management, opening a new position worth an estimated $4.53M. The largest seller was Putnam Investments, exiting entirely with an estimated $5.62M sold.

  • 113 institutional investors held Columbus McKinnon (CMCO) as of Q3 2013, down from 114 in Q2 2013.
  • Funds reported $423M of Columbus McKinnon stock for Q3 2013, up 11% quarter-over-quarter.
  • 12 funds opened new Columbus McKinnon positions in Q3 2013 and 13 closed out, a net change of -1 holder.
  • The largest Columbus McKinnon buyer in Q3 2013 was Eagle Asset Management, an estimated $4.53M added.
  • The largest Columbus McKinnon seller in Q3 2013 was Putnam Investments, an estimated $5.62M sold.

Based on aggregated 13F filings for Q3 2013.