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Columbus McKinnon
CMCO

137 hedge funds and large institutions have $745M invested in Columbus McKinnon in 2017 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

49% more capital invested

Capital invested by funds: $500M → $745M (+$245M)

10% more funds holding

Funds holding: 124 → 137 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.17% less ownership

Funds ownership: 87.1% → 86.93% (-0.17%)

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

Holders
137
Holders Change
+13
Holders Change %
+10.48%
% of All Funds
3.41%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
30
Increased
45
Reduced
46
Closed
16
Calls
$263K
Puts
–
Net Calls
+$263K
Net Calls Change
+$787K

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$23.3M
2
BlackRock
BlackRock
New York
+$8.1M
3
CM
Castleark Management
Illinois
+$6.27M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$5.36M
5
KCM
Kennedy Capital Management
Missouri
+$4.56M

Top Sellers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$30.8M
2
Principal Financial Group
Principal Financial Group
Iowa
-$7.58M
3
Pzena Investment Management
Pzena Investment Management
New York
-$7.46M
4
LSV Asset Management
LSV Asset Management
Illinois
-$5.18M
5
PI
Putnam Investments
Massachusetts
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$103M +$3.28M +107,437 +4%
BlackRock
2
BlackRock
New York
$58.6M +$8.1M +265,210 +21%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$54.7M +$2.2M +71,980 +5%
Macquarie Group
4
Macquarie Group
Australia
$36.9M +$3.8M +124,442 +15%
Vanguard Group
5
Vanguard Group
Pennsylvania
$33M +$1.55M +50,832 +6%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$30M -$30.8M -1,008,092 -56%
AllianceBernstein
7
AllianceBernstein
Tennessee
$29.3M +$23.3M +761,995 +5,907%
SAM
8
Skyline Asset Management
Illinois
$23.9M +$2.25M +73,700 +13%
Northern Trust
9
Northern Trust
Illinois
$19.5M +$629K +20,586 +4%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$14.7M -$192K -6,287 -2%
SC
11
Spitfire Capital
California
$14.3M -$916K -30,000 -7%
State Street
12
State Street
Massachusetts
$14.3M +$407K +13,340 +4%
KCM
13
Kennedy Capital Management
Missouri
$14.2M +$4.56M +149,359 +66%
EBIM
14
Eagle Boston Investment Management
Massachusetts
$14M -$1.47M -48,240 -12%
NI
15
Numeric Investors
Massachusetts
$12.5M -$61.1K -2,000 -0.6%
ACB
16
Aristotle Capital Boston
Massachusetts
$12.4M -$1.05M -34,526 -10%
LSV Asset Management
17
LSV Asset Management
Illinois
$10.4M -$5.18M -169,700 -38%
SFM
18
Systematic Financial Management
New Jersey
$10M +$1.19M +39,118 +17%
WC
19
Walthausen & Co
New York
$9.24M -$62.3K -2,040 -0.8%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$9.04M -$20.3K -664 -0.3%
JP Morgan Chase
21
JP Morgan Chase
New York
$8.45M +$1.56M +50,970 +29%
FP
22
Foundry Partners
Minnesota
$8.28M -$429K -14,043 -6%
CM
23
Castleark Management
Illinois
$7.77M +$6.27M +205,223 New
Geode Capital Management
24
Geode Capital Management
Massachusetts
$7.33M +$681K +22,300 +13%
Millennium Management
25
Millennium Management
New York
$6.89M +$4.01M +131,273 +259%
1
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CMCO Hedge Fund Activity: Q3 2017 in Review

137 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2017, worth a combined $745M — up 49% from $500M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CMCO positions and 16 closed out — a net gain of 14 holders — while 45 added to existing stakes and 46 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $23.3M. The largest seller was Adage Capital Partners, cutting an estimated $30.8M.

  • 137 institutional investors held Columbus McKinnon (CMCO) as of Q3 2017, up from 124 in Q2 2017.
  • Funds reported $745M of Columbus McKinnon stock for Q3 2017, up 49% quarter-over-quarter.
  • 30 funds opened new Columbus McKinnon positions in Q3 2017 and 16 closed out, a net change of +14 holders.
  • The largest Columbus McKinnon buyer in Q3 2017 was AllianceBernstein, an estimated $23.3M added.
  • The largest Columbus McKinnon seller in Q3 2017 was Adage Capital Partners, an estimated $30.8M sold.

Based on aggregated 13F filings for Q3 2017.