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Columbus McKinnon
CMCO

113 hedge funds and large institutions have $344M invested in Columbus McKinnon in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 39

3% more capital invested

Capital invested by funds: $336M → $344M (+$8.6M)

3% less funds holding

Funds holding: 117 → 113 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $147K

Holders
113
Holders Change
-4
Holders Change %
-3.42%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
42
Reduced
39
Closed
11
Calls
–
Puts
$147K
Net Calls
-$147K
Net Calls Change
-$96K

Top Buyers

Rank Fund Capital Flow
1
Pzena Investment Management
Pzena Investment Management
New York
+$7.91M
2
RCM
Rutabaga Capital Management
Massachusetts
+$1.48M
3
Macquarie Group
Macquarie Group
Australia
+$854K
4
ACB
Aristotle Capital Boston
Massachusetts
+$797K
5
Ameriprise
Ameriprise
Minnesota
+$779K

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$5.54M
2
Morgan Stanley
Morgan Stanley
New York
-$3.24M
3
Millennium Management
Millennium Management
New York
-$2.54M
4
B
Barings
North Carolina
-$2.03M
5
FHC
Forest Hill Capital
Arkansas
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$48.6M -$232K -11,990 -0.5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$41.9M – – –
Pzena Investment Management
3
Pzena Investment Management
New York
$28.7M +$7.91M +409,446 +37%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.7M +$265K +13,746 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.4M +$133K +6,900 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$12.1M +$133K +6,900 +1%
Macquarie Group
7
Macquarie Group
Australia
$11.8M +$854K +44,216 +8%
BIT
8
BlackRock Institutional Trust
California
$10.5M +$125K +6,474 +1%
LSV Asset Management
9
LSV Asset Management
Illinois
$10.2M -$172K -8,900 -2%
RCM
10
Rutabaga Capital Management
Massachusetts
$9.98M +$1.48M +76,500 +17%
BFA
11
BlackRock Fund Advisors
California
$9.78M +$338K +17,512 +4%
SC
12
Spitfire Capital
California
$9.54M +$286K +14,800 +3%
WC
13
Walthausen & Co
New York
$9.38M -$1.53M -79,358 -14%
RA
14
Royce & Associates
New York
$8.55M -$5.54M -287,025 -39%
SAM
15
Skyline Asset Management
Illinois
$7.65M +$350K +18,100 +5%
Northern Trust
16
Northern Trust
Illinois
$7.03M -$28.5K -1,477 -0.4%
CRC
17
Curi RMB Capital
Illinois
$6.32M – – –
State Street
18
State Street
Massachusetts
$5.93M -$69.3K -3,588 -1%
EBIM
19
Eagle Boston Investment Management
Massachusetts
$5.17M -$330K -17,081 -6%
ACB
20
Aristotle Capital Boston
Massachusetts
$4.14M +$797K +41,273 +23%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$3.25M -$89.8K -4,651 -3%
Massachusetts Financial Services
22
Massachusetts Financial Services
Massachusetts
$3.19M +$321K +16,598 +11%
FP
23
Foundry Partners
Minnesota
$3.09M +$438K +22,700 +16%
SFM
24
Systematic Financial Management
New Jersey
$2.83M -$602K -31,165 -17%
RFC
25
Russell Frank Company
Washington
$2.63M -$219K -11,362 -8%
1
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CMCO Hedge Fund Activity: Q4 2015 in Review

113 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2015, worth a combined $344M — up 2.6% from $336M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of CMCO and 7 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 42 added.

The largest buyer was Pzena Investment Management, adding an estimated $7.91M. The largest seller was Royce & Associates, cutting an estimated $5.54M.

  • 113 institutional investors held Columbus McKinnon (CMCO) as of Q4 2015, down from 117 in Q3 2015.
  • Funds reported $344M of Columbus McKinnon stock for Q4 2015, up 2.6% quarter-over-quarter.
  • 7 funds opened new Columbus McKinnon positions in Q4 2015 and 11 closed out, a net change of -4 holders.
  • The largest Columbus McKinnon buyer in Q4 2015 was Pzena Investment Management, an estimated $7.91M added.
  • The largest Columbus McKinnon seller in Q4 2015 was Royce & Associates, an estimated $5.54M sold.

Based on aggregated 13F filings for Q4 2015.