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Columbus McKinnon

108 hedge funds and large institutions have $468M invested in Columbus McKinnon in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 39 increasing their positions, 41 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 41

3% less funds holding

Funds holding: 111108 (-3)

7% less capital invested

Capital invested by funds: $501M → $468M (-$33.1M)

27% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 11

Holders
108
Holders Change
-3
Holders Change %
-2.7%
% of All Funds
2.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
39
Reduced
41
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$74.9M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$64.2M +$952K +38,363 +2%
Pzena Investment Management
3
Pzena Investment Management
New York
$26.8M +$160K +6,449 +0.6%
RA
4
Royce & Associates
New York
$25.1M +$6.59M +265,676 +36%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$22.3M +$385K +15,495 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$17.3M +$340K +13,702 +2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$16.9M -$572K -23,029 -3%
LSV Asset Management
8
LSV Asset Management
Illinois
$13.8M -$204K -8,200 -1%
BIT
9
BlackRock Institutional Trust
California
$13.7M -$834K -33,591 -6%
RCM
10
Rutabaga Capital Management
Massachusetts
$13.6M
BFA
11
BlackRock Fund Advisors
California
$12.7M -$794K -31,977 -6%
Macquarie Group
12
Macquarie Group
Australia
$10.2M +$1.53M +61,709 +18%
SAM
13
Skyline Asset Management
Illinois
$9.58M +$124K +5,000 +1%
SC
14
Spitfire Capital
California
$9.42M +$647K +26,062 +7%
Northern Trust
15
Northern Trust
Illinois
$8.82M +$659K +26,540 +8%
CRC
16
Curi RMB Capital
Illinois
$8.3M +$76.6K +3,088 +0.9%
State Street
17
State Street
Massachusetts
$8.21M +$192K +7,730 +2%
CIP
18
Chartwell Investment Partners
Pennsylvania
$7.6M -$1.5M -60,386 -17%
EBIM
19
Eagle Boston Investment Management
Massachusetts
$6.88M -$1.31M -52,741 -16%
WC
20
Walthausen & Co
New York
$5.52M -$19.1K -770 -0.3%
SFM
21
Systematic Financial Management
New Jersey
$5.35M -$347K -13,973 -6%
FHC
22
Forest Hill Capital
Arkansas
$5.2M
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$4.81M -$602K -24,249 -11%
B
24
Barings
North Carolina
$4.42M +$1.01M +40,800 +30%
ACB
25
Aristotle Capital Boston
Massachusetts
$4.02M +$1.37M +55,372 +52%

CMCO Hedge Fund Activity: Q2 2015 in Review

108 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q2 2015, worth a combined $468M — down 6.6% from $501M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CMCO and 8 opened new positions — a net loss of 3 holders — while 41 trimmed existing stakes and 39 added.

The largest buyer was Royce & Associates, adding an estimated $6.59M. The largest seller was THB Asset Management, exiting entirely with an estimated $4.06M sold.

  • 108 institutional investors held Columbus McKinnon (CMCO) as of Q2 2015, down from 111 in Q1 2015.
  • Funds reported $468M of Columbus McKinnon stock for Q2 2015, down 6.6% quarter-over-quarter.
  • 8 funds opened new Columbus McKinnon positions in Q2 2015 and 11 closed out, a net change of -3 holders.
  • The largest Columbus McKinnon buyer in Q2 2015 was Royce & Associates, an estimated $6.59M added.
  • The largest Columbus McKinnon seller in Q2 2015 was THB Asset Management, an estimated $4.06M sold.

Based on aggregated 13F filings for Q2 2015.