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Columbus McKinnon

110 hedge funds and large institutions have $406M invested in Columbus McKinnon in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 46 increasing their positions, 35 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 35

9% less funds holding

Funds holding: 121110 (-11)

18% less capital invested

Capital invested by funds: $496M → $406M (-$89.6M)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

Holders
110
Holders Change
-11
Holders Change %
-9.09%
% of All Funds
3.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
46
Reduced
35
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$65.7M +$1.6M +63,600 +2%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$44M +$3.05M +121,004 +6%
Pzena Investment Management
3
Pzena Investment Management
New York
$28.1M +$4.02M +159,619 +14%
AllianceBernstein
4
AllianceBernstein
Tennessee
$19.1M +$2.86M +113,440 +15%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$17.8M +$736K +29,193 +4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$14M +$188K +7,464 +1%
RA
7
Royce & Associates
New York
$13.3M -$2.45M -97,076 -14%
CIP
8
Chartwell Investment Partners
Pennsylvania
$13.3M +$706K +27,985 +5%
BIT
9
BlackRock Institutional Trust
California
$12.7M +$294K +11,667 +2%
LSV Asset Management
10
LSV Asset Management
Illinois
$12.3M +$2.64M +104,700 +23%
EBIM
11
Eagle Boston Investment Management
Massachusetts
$12M +$18.8K +744 +0.1%
RCM
12
Rutabaga Capital Management
Massachusetts
$12M +$3.61M +143,232 +36%
BFA
13
BlackRock Fund Advisors
California
$10.3M -$565K -22,410 -5%
TAM
14
THB Asset Management
Connecticut
$9.1M +$698K +27,700 +7%
SAM
15
Skyline Asset Management
Illinois
$7.87M +$12.6K +500 +0.1%
CRC
16
Curi RMB Capital
Illinois
$7.52M -$768K -30,471 -8%
SC
17
Spitfire Capital
California
$7.2M +$1.95M +77,373 +31%
Northern Trust
18
Northern Trust
Illinois
$7.09M +$196K +7,767 +2%
State Street
19
State Street
Massachusetts
$6.93M -$312K -12,369 -4%
SFM
20
Systematic Financial Management
New Jersey
$6.23M -$1.47M -58,116 -17%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$5.19M +$140K +5,543 +2%
Macquarie Group
22
Macquarie Group
Australia
$5.11M +$1.3M +51,379 +28%
WC
23
Walthausen & Co
New York
$4.91M -$1.33M -52,710 -19%
FHC
24
Forest Hill Capital
Arkansas
$4.29M +$3.78M +150,094 +332%
KCM
25
Kennedy Capital Management
Missouri
$3.67M -$81.4K -3,229 -2%

CMCO Hedge Fund Activity: Q3 2014 in Review

110 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2014, worth a combined $406M — down 18% from $496M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CMCO and 8 opened new positions — a net loss of 11 holders — while 35 trimmed existing stakes and 46 added.

The largest buyer was Pzena Investment Management, adding an estimated $4.02M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $9.42M sold.

  • 110 institutional investors held Columbus McKinnon (CMCO) as of Q3 2014, down from 121 in Q2 2014.
  • Funds reported $406M of Columbus McKinnon stock for Q3 2014, down 18% quarter-over-quarter.
  • 8 funds opened new Columbus McKinnon positions in Q3 2014 and 19 closed out, a net change of -11 holders.
  • The largest Columbus McKinnon buyer in Q3 2014 was Pzena Investment Management, an estimated $4.02M added.
  • The largest Columbus McKinnon seller in Q3 2014 was Copper Rock Capital Partners, an estimated $9.42M sold.

Based on aggregated 13F filings for Q3 2014.