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Columbus McKinnon

117 hedge funds and large institutions have $336M invested in Columbus McKinnon in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 34 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

38% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 34

8% more funds holding

Funds holding: 108117 (+9)

28% less capital invested

Capital invested by funds: $468M → $336M (-$133M)

36% less call options, than puts

Call options by funds: $91K | Put options by funds: $142K

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
47
Reduced
34
Closed
9
Calls
$91K
Puts
$142K
Net Calls
-$51K
Net Calls Change
-$51K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$46.9M +$341K +16,305 +0.6%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$40.3M -$16.3M -776,161 -26%
Pzena Investment Management
3
Pzena Investment Management
New York
$20.2M +$791K +37,793 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$16.8M +$644K +30,732 +3%
RA
5
Royce & Associates
New York
$13.4M -$5.54M -264,664 -26%
Vanguard Group
6
Vanguard Group
Pennsylvania
$12.8M +$244K +11,648 +2%
AllianceBernstein
7
AllianceBernstein
Tennessee
$11.5M -$884K -42,196 -6%
Macquarie Group
8
Macquarie Group
Australia
$10.5M +$3.62M +172,704 +43%
WC
9
Walthausen & Co
New York
$10.5M +$7.43M +354,952 +161%
LSV Asset Management
10
LSV Asset Management
Illinois
$9.97M -$52.4K -2,500 -0.5%
BIT
11
BlackRock Institutional Trust
California
$9.95M -$398 -19 -0%
BFA
12
BlackRock Fund Advisors
California
$9.08M -$131K -6,234 -1%
SC
13
Spitfire Capital
California
$8.9M +$2.37M +113,224 +30%
RCM
14
Rutabaga Capital Management
Massachusetts
$8.2M -$1.9M -90,736 -17%
SAM
15
Skyline Asset Management
Illinois
$7.02M +$67K +3,200 +0.8%
Northern Trust
16
Northern Trust
Illinois
$6.78M +$434K +20,741 +6%
CRC
17
Curi RMB Capital
Illinois
$6.08M +$50.6K +2,417 +0.7%
State Street
18
State Street
Massachusetts
$5.76M -$230K -10,968 -3%
EBIM
19
Eagle Boston Investment Management
Massachusetts
$5.28M +$322K +15,361 +6%
FHC
20
Forest Hill Capital
Arkansas
$3.77M
Morgan Stanley
21
Morgan Stanley
New York
$3.48M +$2.91M +138,948 +263%
SFM
22
Systematic Financial Management
New Jersey
$3.29M -$692K -33,061 -15%
ACB
23
Aristotle Capital Boston
Massachusetts
$3.23M +$350K +16,715 +10%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$3.2M +$529K +25,280 +17%
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$2.77M -$837K -39,959 -21%

CMCO Hedge Fund Activity: Q3 2015 in Review

117 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2015, worth a combined $336M — down 28% from $468M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CMCO positions and 9 closed out — a net gain of 10 holders — while 47 added to existing stakes and 34 trimmed.

The largest buyer was Walthausen & Co, adding an estimated $7.43M. The largest seller was Fidelity Investments, cutting an estimated $16.3M.

  • 117 institutional investors held Columbus McKinnon (CMCO) as of Q3 2015, up from 108 in Q2 2015.
  • Funds reported $336M of Columbus McKinnon stock for Q3 2015, down 28% quarter-over-quarter.
  • 19 funds opened new Columbus McKinnon positions in Q3 2015 and 9 closed out, a net change of +10 holders.
  • The largest Columbus McKinnon buyer in Q3 2015 was Walthausen & Co, an estimated $7.43M added.
  • The largest Columbus McKinnon seller in Q3 2015 was Fidelity Investments, an estimated $16.3M sold.

Based on aggregated 13F filings for Q3 2015.