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Columbus McKinnon

113 hedge funds and large institutions have $293M invested in Columbus McKinnon in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 35

17% more capital invested

Capital invested by funds: $250M → $293M (+$43.4M)

2% less funds holding

Funds holding: 115113 (-2)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
113
Holders Change
-2
Holders Change %
-1.74%
% of All Funds
3.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
47
Reduced
35
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$45.3M -$1.57M -94,041 -4%
Pzena Investment Management
2
Pzena Investment Management
New York
$27.5M +$346K +20,689 +1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$18.4M +$556K +33,239 +3%
Macquarie Group
4
Macquarie Group
Australia
$15.4M -$15.1M -900,367 -51%
Vanguard Group
5
Vanguard Group
Pennsylvania
$13.3M +$11.5K +688 +0.1%
SAM
6
Skyline Asset Management
Illinois
$11.7M +$10K +600 +0.1%
LSV Asset Management
7
LSV Asset Management
Illinois
$10.2M +$139K +8,282 +1%
BIT
8
BlackRock Institutional Trust
California
$9.87M +$36K +2,151 +0.4%
BFA
9
BlackRock Fund Advisors
California
$9.65M +$662K +39,559 +8%
SC
10
Spitfire Capital
California
$8.88M -$151K -9,000 -2%
RCM
11
Rutabaga Capital Management
Massachusetts
$8.78M +$328K +19,600 +4%
RA
12
Royce & Associates
New York
$7.92M -$659K -39,400 -8%
Northern Trust
13
Northern Trust
Illinois
$7.18M +$217K +12,983 +3%
EBIM
14
Eagle Boston Investment Management
Massachusetts
$6.87M +$1.6M +95,537 +33%
CRC
15
Curi RMB Capital
Illinois
$5.97M
State Street
16
State Street
Massachusetts
$5.61M +$103K +6,156 +2%
ACB
17
Aristotle Capital Boston
Massachusetts
$5.43M +$1M +59,857 +24%
WC
18
Walthausen & Co
New York
$4.92M -$2.62M -156,725 -36%
FP
19
Foundry Partners
Minnesota
$3.99M +$97.4K +5,820 +3%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$3.93M +$498K +29,739 +16%
FHC
21
Forest Hill Capital
Arkansas
$3.61M -$238K -14,200 -7%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.15M +$6.01K +359 +0.2%
MFP
23
Michael F. Price
$2.77M
MDCM
24
Morgan Dempsey Capital Management
Wisconsin
$2.66M -$311K -18,566 -11%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$2.54M -$98.3K -5,877 -4%

CMCO Hedge Fund Activity: Q3 2016 in Review

113 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2016, worth a combined $293M — up 17% from $250M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CMCO and 6 opened new positions — a net loss of 2 holders — while 35 trimmed existing stakes and 47 added.

The largest buyer was Eagle Boston Investment Management, adding an estimated $1.6M. The largest seller was Macquarie Group, cutting an estimated $15.1M.

  • 113 institutional investors held Columbus McKinnon (CMCO) as of Q3 2016, down from 115 in Q2 2016.
  • Funds reported $293M of Columbus McKinnon stock for Q3 2016, up 17% quarter-over-quarter.
  • 6 funds opened new Columbus McKinnon positions in Q3 2016 and 8 closed out, a net change of -2 holders.
  • The largest Columbus McKinnon buyer in Q3 2016 was Eagle Boston Investment Management, an estimated $1.6M added.
  • The largest Columbus McKinnon seller in Q3 2016 was Macquarie Group, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2016.