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Columbus McKinnon

121 hedge funds and large institutions have $496M invested in Columbus McKinnon in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

4% more funds holding

Funds holding: 116121 (+5)

1% more capital invested

Capital invested by funds: $490M → $496M (+$6.38M)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

88% less call options, than puts

Call options by funds: $3K | Put options by funds: $24K

Holders
121
Holders Change
+5
Holders Change %
+4.31%
% of All Funds
3.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
43
Reduced
48
Closed
8
Calls
$3K
Puts
$24K
Net Calls
-$21K
Net Calls Change
-$64K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$79.1M -$65.5K -2,394 -0.1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$50.8M +$2.53M +92,508 +5%
Pzena Investment Management
3
Pzena Investment Management
New York
$30.2M +$2.42M +88,344 +9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$21.2M +$474K +17,314 +2%
AllianceBernstein
5
AllianceBernstein
Tennessee
$20.4M +$4.45M +162,416 +27%
RA
6
Royce & Associates
New York
$19M +$123K +4,500 +0.6%
Vanguard Group
7
Vanguard Group
Pennsylvania
$17M +$695K +25,397 +4%
CIP
8
Chartwell Investment Partners
Pennsylvania
$15.6M +$1.96M +71,637 +14%
BIT
9
BlackRock Institutional Trust
California
$15.3M -$170K -6,196 -1%
EBIM
10
Eagle Boston Investment Management
Massachusetts
$14.8M -$586K -21,400 -4%
BFA
11
BlackRock Fund Advisors
California
$13.3M -$1.4M -51,244 -9%
LSV Asset Management
12
LSV Asset Management
Illinois
$12.3M +$827K +30,200 +7%
RCM
13
Rutabaga Capital Management
Massachusetts
$10.9M -$377K -13,765 -3%
TAM
14
THB Asset Management
Connecticut
$10.4M -$352K -12,844 -3%
CRC
15
Curi RMB Capital
Illinois
$10.1M -$1.77M -64,630 -15%
SAM
16
Skyline Asset Management
Illinois
$9.67M -$6.23M -227,700 -39%
CRCP
17
Copper Rock Capital Partners
Massachusetts
$9.42M +$1.43M +52,332 +18%
SFM
18
Systematic Financial Management
New Jersey
$9.23M +$745K +27,223 +9%
State Street
19
State Street
Massachusetts
$8.86M -$452K -16,512 -5%
Northern Trust
20
Northern Trust
Illinois
$8.51M -$754K -27,546 -8%
WC
21
Walthausen & Co
New York
$7.47M -$4.42M -161,640 -37%
SC
22
Spitfire Capital
California
$6.76M +$2.02M +73,607 +42%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$6.23M +$343K +12,523 +6%
Macquarie Group
24
Macquarie Group
Australia
$4.9M +$587K +21,460 +13%
KCM
25
Kennedy Capital Management
Missouri
$4.61M -$340K -12,407 -7%

CMCO Hedge Fund Activity: Q2 2014 in Review

121 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q2 2014, worth a combined $496M — up 1.3% from $490M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new CMCO positions and 8 closed out — a net gain of 5 holders — while 43 added to existing stakes and 48 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $4.45M. The largest seller was Skyline Asset Management, cutting an estimated $6.23M.

  • 121 institutional investors held Columbus McKinnon (CMCO) as of Q2 2014, up from 116 in Q1 2014.
  • Funds reported $496M of Columbus McKinnon stock for Q2 2014, up 1.3% quarter-over-quarter.
  • 13 funds opened new Columbus McKinnon positions in Q2 2014 and 8 closed out, a net change of +5 holders.
  • The largest Columbus McKinnon buyer in Q2 2014 was AllianceBernstein, an estimated $4.45M added.
  • The largest Columbus McKinnon seller in Q2 2014 was Skyline Asset Management, an estimated $6.23M sold.

Based on aggregated 13F filings for Q2 2014.