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Columbus McKinnon

133 hedge funds and large institutions have $474M invested in Columbus McKinnon in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 63 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 33

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

12% more ownership

Funds ownership: 82.35%94.35% (+12%)

5% more capital invested

Capital invested by funds: $450M → $474M (+$23.8M)

3% more funds holding

Funds holding: 129133 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $496K

Holders
133
Holders Change
+4
Holders Change %
+3.1%
% of All Funds
3.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
63
Reduced
33
Closed
14
Calls
Puts
$496K
Net Calls
-$496K
Net Calls Change
-$309K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$61.8M +$571K +21,719 +0.9%
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$45.1M +$47.8M +1,818,460 New
BlackRock
3
BlackRock
New York
$32.7M +$34.5M +1,311,895 +25,137%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.4M +$4M +152,165 +14%
Macquarie Group
5
Macquarie Group
Australia
$21M +$2.11M +80,284 +10%
Vanguard Group
6
Vanguard Group
Pennsylvania
$19.3M +$615K +23,394 +3%
LSV Asset Management
7
LSV Asset Management
Illinois
$14.2M -$341K -12,952 -2%
NI
8
Numeric Investors
Massachusetts
$14.1M +$7.34M +279,121 +96%
SAM
9
Skyline Asset Management
Illinois
$14M -$2.2M -83,600 -13%
Northern Trust
10
Northern Trust
Illinois
$11.3M +$699K +26,586 +6%
SC
11
Spitfire Capital
California
$10.1M -$1.3M -49,455 -11%
EBIM
12
Eagle Boston Investment Management
Massachusetts
$10.1M +$573K +21,770 +6%
Pzena Investment Management
13
Pzena Investment Management
New York
$10M -$21.4M -815,249 -67%
ACB
14
Aristotle Capital Boston
Massachusetts
$8.58M +$983K +37,372 +12%
State Street
15
State Street
Massachusetts
$8.55M +$267K +10,148 +3%
JP Morgan Chase
16
JP Morgan Chase
New York
$7.68M +$148K +5,622 +2%
Principal Financial Group
17
Principal Financial Group
Iowa
$6.44M +$6.83M +259,593 New
WC
18
Walthausen & Co
New York
$6.15M -$646K -24,567 -9%
FP
19
Foundry Partners
Minnesota
$5.77M -$514K -19,548 -8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$5.5M +$615K +23,379 +12%
CRC
21
Curi RMB Capital
Illinois
$5.03M -$3.47M -132,000 -39%
RCM
22
Rutabaga Capital Management
Massachusetts
$4.88M +$99.8K +3,795 +2%
Morgan Stanley
23
Morgan Stanley
New York
$4.6M +$200K +7,585 +4%
SFM
24
Systematic Financial Management
New Jersey
$4.52M +$2.86M +108,570 +148%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$4.16M +$323K +12,281 +8%

CMCO Hedge Fund Activity: Q1 2017 in Review

133 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2017, worth a combined $474M — up 5.3% from $450M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CMCO positions and 14 closed out — a net gain of 9 holders — while 63 added to existing stakes and 33 trimmed.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $47.8M. The largest seller was Pzena Investment Management, cutting an estimated $21.4M.

  • 133 institutional investors held Columbus McKinnon (CMCO) as of Q1 2017, up from 129 in Q4 2016.
  • Funds reported $474M of Columbus McKinnon stock for Q1 2017, up 5.3% quarter-over-quarter.
  • 23 funds opened new Columbus McKinnon positions in Q1 2017 and 14 closed out, a net change of +9 holders.
  • The largest Columbus McKinnon buyer in Q1 2017 was Adage Capital Partners, an estimated $47.8M added.
  • The largest Columbus McKinnon seller in Q1 2017 was Pzena Investment Management, an estimated $21.4M sold.

Based on aggregated 13F filings for Q1 2017.