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Columbus McKinnon

115 hedge funds and large institutions have $521M invested in Columbus McKinnon in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 43 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $563K | Put options by funds: $151K

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

28% more capital invested

Capital invested by funds: $406M → $521M (+$114M)

5% more funds holding

Funds holding: 110115 (+5)

12% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 43

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
38
Reduced
43
Closed
9
Calls
$563K
Puts
$151K
Net Calls
+$412K
Net Calls Change
+$412K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$83.8M +$89.8K +3,455 +0.1%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$67.6M +$10.7M +409,591 +20%
Pzena Investment Management
3
Pzena Investment Management
New York
$31.5M -$3.98M -153,225 -12%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$23.3M +$548K +21,063 +3%
AllianceBernstein
5
AllianceBernstein
Tennessee
$20M -$4M -153,780 -18%
Vanguard Group
6
Vanguard Group
Pennsylvania
$18.2M +$385K +14,801 +2%
LSV Asset Management
7
LSV Asset Management
Illinois
$15.8M +$96.2K +3,700 +0.7%
BIT
8
BlackRock Institutional Trust
California
$15.8M -$354K -13,613 -2%
BFA
9
BlackRock Fund Advisors
California
$15.2M +$1.86M +71,365 +15%
RCM
10
Rutabaga Capital Management
Massachusetts
$14.8M -$493K -18,950 -3%
RA
11
Royce & Associates
New York
$14.6M -$2.22M -85,245 -14%
CIP
12
Chartwell Investment Partners
Pennsylvania
$14.5M -$2.21M -85,045 -14%
EBIM
13
Eagle Boston Investment Management
Massachusetts
$13.2M -$1.98M -76,316 -14%
SAM
14
Skyline Asset Management
Illinois
$10.4M +$330K +12,700 +4%
SC
15
Spitfire Capital
California
$9.74M +$525K +20,180 +6%
CRC
16
Curi RMB Capital
Illinois
$9.15M -$401K -15,438 -5%
Northern Trust
17
Northern Trust
Illinois
$8.93M -$96.3K -3,704 -1%
State Street
18
State Street
Massachusetts
$8.9M +$65.9K +2,536 +0.8%
TAM
19
THB Asset Management
Connecticut
$8.29M -$3.07M -118,080 -29%
Macquarie Group
20
Macquarie Group
Australia
$7.74M +$1.13M +43,571 +19%
SFM
21
Systematic Financial Management
New Jersey
$6.45M -$1.38M -53,163 -19%
WC
22
Walthausen & Co
New York
$6.21M -$48.4K -1,860 -0.8%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$5.88M -$684K -26,288 -11%
FHC
24
Forest Hill Capital
Arkansas
$5.83M +$328K +12,603 +6%
KCM
25
Kennedy Capital Management
Missouri
$4.57M -$102K -3,904 -2%

CMCO Hedge Fund Activity: Q4 2014 in Review

115 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2014, worth a combined $521M — up 28% from $406M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CMCO positions and 9 closed out — a net gain of 6 holders — while 38 added to existing stakes and 43 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $10.7M. The largest seller was AllianceBernstein, cutting an estimated $4M.

  • 115 institutional investors held Columbus McKinnon (CMCO) as of Q4 2014, up from 110 in Q3 2014.
  • Funds reported $521M of Columbus McKinnon stock for Q4 2014, up 28% quarter-over-quarter.
  • 15 funds opened new Columbus McKinnon positions in Q4 2014 and 9 closed out, a net change of +6 holders.
  • The largest Columbus McKinnon buyer in Q4 2014 was Royal Bank of Canada, an estimated $10.7M added.
  • The largest Columbus McKinnon seller in Q4 2014 was AllianceBernstein, an estimated $4M sold.

Based on aggregated 13F filings for Q4 2014.