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Columbus McKinnon

150 hedge funds and large institutions have $792M invested in Columbus McKinnon in 2017 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 58 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

16% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 50

9% more funds holding

Funds holding: 137150 (+13)

6% more capital invested

Capital invested by funds: $745M → $792M (+$47M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.81% less ownership

Funds ownership: 86.93%86.12% (-0.81%)

Holders
150
Holders Change
+13
Holders Change %
+9.49%
% of All Funds
3.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
58
Reduced
50
Closed
12
Calls
$2.46M
Puts
Net Calls
+$2.46M
Net Calls Change
+$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$111M +$2.38M +62,193 +2%
BlackRock
2
BlackRock
New York
$61.1M -$744K -19,432 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$58.2M +$438K +11,431 +0.8%
Macquarie Group
4
Macquarie Group
Australia
$42.5M +$3.39M +88,613 +9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$35.3M +$419K +10,945 +1%
AllianceBernstein
6
AllianceBernstein
Tennessee
$30.4M -$523K -13,650 -2%
SAM
7
Skyline Asset Management
Illinois
$24.1M -$1.08M -28,100 -4%
Northern Trust
8
Northern Trust
Illinois
$20.6M +$11.5K +301 +0.1%
State Street
9
State Street
Massachusetts
$16.1M +$935K +24,420 +6%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$15.9M +$8.46M +220,912 +126%
Loomis, Sayles & Company
11
Loomis, Sayles & Company
Massachusetts
$14.7M -$742K -19,388 -5%
SC
12
Spitfire Capital
California
$14.2M -$884K -23,095 -6%
KCM
13
Kennedy Capital Management
Missouri
$13M -$1.92M -50,261 -13%
EBIM
14
Eagle Boston Investment Management
Massachusetts
$11.6M -$2.99M -78,183 -21%
ACB
15
Aristotle Capital Boston
Massachusetts
$10.8M -$2.2M -57,552 -18%
SFM
16
Systematic Financial Management
New Jersey
$10.6M +$38.4K +1,004 +0.4%
Millennium Management
17
Millennium Management
New York
$10.3M +$2.93M +76,585 +42%
JP Morgan Chase
18
JP Morgan Chase
New York
$10.1M +$1.04M +27,140 +12%
WC
19
Walthausen & Co
New York
$9.64M -$104K -2,710 -1%
CM
20
Castleark Management
Illinois
$9.13M +$889K +23,209 +11%
LSV Asset Management
21
LSV Asset Management
Illinois
$8.89M -$2.02M -52,771 -19%
Allianz Asset Management
22
Allianz Asset Management
Germany
$8.79M +$7.69M +200,746 +1,051%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$8.76M -$756K -19,748 -8%
NI
24
Numeric Investors
Massachusetts
$8.66M -$4.32M -112,900 -34%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$7.85M +$103K +2,682 +1%

CMCO Hedge Fund Activity: Q4 2017 in Review

150 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2017, worth a combined $792M — up 6.3% from $745M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new CMCO positions and 12 closed out — a net gain of 14 holders — while 58 added to existing stakes and 50 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $8.46M. The largest seller was Adage Capital Partners, cutting an estimated $28.1M.

  • 150 institutional investors held Columbus McKinnon (CMCO) as of Q4 2017, up from 137 in Q3 2017.
  • Funds reported $792M of Columbus McKinnon stock for Q4 2017, up 6.3% quarter-over-quarter.
  • 26 funds opened new Columbus McKinnon positions in Q4 2017 and 12 closed out, a net change of +14 holders.
  • The largest Columbus McKinnon buyer in Q4 2017 was Lord, Abbett & Co, an estimated $8.46M added.
  • The largest Columbus McKinnon seller in Q4 2017 was Adage Capital Partners, an estimated $28.1M sold.

Based on aggregated 13F filings for Q4 2017.