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Columbus McKinnon

116 hedge funds and large institutions have $490M invested in Columbus McKinnon in 2014 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 41 increasing their positions, 48 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $67K | Put options by funds: $24K

0% less capital invested

Capital invested by funds: $490M → $490M (-$697K)

6% less funds holding

Funds holding: 123116 (-7)

15% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 48

50% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
116
Holders Change
-7
Holders Change %
-5.69%
% of All Funds
3.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
41
Reduced
48
Closed
14
Calls
$67K
Puts
$24K
Net Calls
+$43K
Net Calls Change
+$185K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$78.4M -$246K -9,500 -0.3%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$47.9M +$4.39M +169,273 +10%
Pzena Investment Management
3
Pzena Investment Management
New York
$27.6M +$8.49M +327,669 +47%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$20.5M +$206K +7,929 +1%
RA
5
Royce & Associates
New York
$18.7M +$2.11M +81,500 +13%
Vanguard Group
6
Vanguard Group
Pennsylvania
$16.1M +$546K +21,057 +4%
AllianceBernstein
7
AllianceBernstein
Tennessee
$15.8M +$1.59M +61,310 +12%
SAM
8
Skyline Asset Management
Illinois
$15.7M +$524K +20,200 +4%
BIT
9
BlackRock Institutional Trust
California
$15.3M -$89.5K -3,453 -0.6%
EBIM
10
Eagle Boston Investment Management
Massachusetts
$15.2M +$153K +5,895 +1%
BFA
11
BlackRock Fund Advisors
California
$14.5M +$105K +4,047 +0.8%
CIP
12
Chartwell Investment Partners
Pennsylvania
$13.5M +$13.1M +503,920 New
WC
13
Walthausen & Co
New York
$11.7M -$5.59M -215,580 -33%
CRC
14
Curi RMB Capital
Illinois
$11.7M +$490K +18,885 +5%
LSV Asset Management
15
LSV Asset Management
Illinois
$11.4M -$142K -5,478 -1%
RCM
16
Rutabaga Capital Management
Massachusetts
$11.1M -$510K -19,678 -5%
TAM
17
THB Asset Management
Connecticut
$10.7M -$490K -18,905 -5%
State Street
18
State Street
Massachusetts
$9.21M -$238K -9,166 -3%
Northern Trust
19
Northern Trust
Illinois
$9.17M -$501K -19,328 -5%
SFM
20
Systematic Financial Management
New Jersey
$8.42M +$349K +13,464 +4%
CRCP
21
Copper Rock Capital Partners
Massachusetts
$7.93M +$308K +11,889 +4%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$5.83M +$305K +11,760 +6%
KCM
23
Kennedy Capital Management
Missouri
$4.89M -$894K -34,480 -16%
SC
24
Spitfire Capital
California
$4.72M +$930K +35,892 +26%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$4.57M +$76.6K +2,954 +2%

CMCO Hedge Fund Activity: Q1 2014 in Review

116 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2014, worth a combined $490M — down 0.14% from $490M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CMCO and 7 opened new positions — a net loss of 7 holders — while 48 trimmed existing stakes and 41 added.

The largest buyer was Chartwell Investment Partners, opening a new position worth an estimated $13.1M. The largest seller was Eagle Asset Management, exiting entirely with an estimated $6.27M sold.

  • 116 institutional investors held Columbus McKinnon (CMCO) as of Q1 2014, down from 123 in Q4 2013.
  • Funds reported $490M of Columbus McKinnon stock for Q1 2014, down 0.14% quarter-over-quarter.
  • 7 funds opened new Columbus McKinnon positions in Q1 2014 and 14 closed out, a net change of -7 holders.
  • The largest Columbus McKinnon buyer in Q1 2014 was Chartwell Investment Partners, an estimated $13.1M added.
  • The largest Columbus McKinnon seller in Q1 2014 was Eagle Asset Management, an estimated $6.27M sold.

Based on aggregated 13F filings for Q1 2014.