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Columbus McKinnon

123 hedge funds and large institutions have $490M invested in Columbus McKinnon in 2013 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 56 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

16% more capital invested

Capital invested by funds: $423M → $490M (+$66.9M)

9% more funds holding

Funds holding: 113123 (+10)

32% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 56

65% less call options, than puts

Call options by funds: $76K | Put options by funds: $218K

Holders
123
Holders Change
+10
Holders Change %
+8.85%
% of All Funds
3.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
19
Increased
38
Reduced
56
Closed
9
Calls
$76K
Puts
$218K
Net Calls
-$142K
Net Calls Change
-$790K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$79.6M +$92.4K +3,538 +0.1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$43.9M +$2.81M +107,470 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$20.5M +$559K +21,399 +3%
Pzena Investment Management
4
Pzena Investment Management
New York
$19.1M +$18.3M +701,904 New
WC
5
Walthausen & Co
New York
$17.7M -$2.71M -103,770 -14%
RA
6
Royce & Associates
New York
$16.8M +$1.04M +39,700 +7%
Vanguard Group
7
Vanguard Group
Pennsylvania
$15.8M +$643K +24,602 +4%
BIT
8
BlackRock Institutional Trust
California
$15.6M -$1.22M -46,652 -8%
SAM
9
Skyline Asset Management
Illinois
$15.3M +$3.8M +145,300 +35%
EBIM
10
Eagle Boston Investment Management
Massachusetts
$15.3M -$44.7K -1,711 -0.3%
BFA
11
BlackRock Fund Advisors
California
$14.6M -$541K -20,702 -4%
AllianceBernstein
12
AllianceBernstein
Tennessee
$14.4M -$518K -19,830 -4%
RCM
13
Rutabaga Capital Management
Massachusetts
$11.8M -$131K -5,000 -1%
LSV Asset Management
14
LSV Asset Management
Illinois
$11.7M -$193K -7,370 -2%
CRC
15
Curi RMB Capital
Illinois
$11.3M -$1.56M -59,680 -12%
TAM
16
THB Asset Management
Connecticut
$11.3M -$194K -7,427 -2%
Northern Trust
17
Northern Trust
Illinois
$9.81M +$361K +13,812 +4%
State Street
18
State Street
Massachusetts
$9.59M -$17.9K -684 -0.2%
SFM
19
Systematic Financial Management
New Jersey
$8.16M +$116K +4,450 +2%
CRCP
20
Copper Rock Capital Partners
Massachusetts
$7.71M +$7.42M +283,999 New
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.57M -$155K -5,947 -2%
EAM
22
Eagle Asset Management
Florida
$6.27M +$876K +33,538 +17%
KCM
23
Kennedy Capital Management
Missouri
$5.89M -$261K -10,000 -4%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$5.59M -$1.38M -52,900 -20%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$4.54M -$153K -5,875 -3%

CMCO Hedge Fund Activity: Q4 2013 in Review

123 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2013, worth a combined $490M — up 16% from $423M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CMCO positions and 9 closed out — a net gain of 10 holders — while 38 added to existing stakes and 56 trimmed.

The largest buyer was Pzena Investment Management, opening a new position worth an estimated $18.3M. The largest seller was Frontier Capital Management, cutting an estimated $11.6M.

  • 123 institutional investors held Columbus McKinnon (CMCO) as of Q4 2013, up from 113 in Q3 2013.
  • Funds reported $490M of Columbus McKinnon stock for Q4 2013, up 16% quarter-over-quarter.
  • 19 funds opened new Columbus McKinnon positions in Q4 2013 and 9 closed out, a net change of +10 holders.
  • The largest Columbus McKinnon buyer in Q4 2013 was Pzena Investment Management, an estimated $18.3M added.
  • The largest Columbus McKinnon seller in Q4 2013 was Frontier Capital Management, an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2013.