Columbus McKinnon
CMCO
145 hedge funds and large institutions have $764M invested in Columbus McKinnon in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 24 closing their positions.
21% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 47
6.46% more ownership
Funds ownership: 86.12% → 92.58% (+6.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $792M → $764M (-$28.1M)
8% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 24
3% less funds holding
Funds holding: 150 → 145 (-5)
34% less call options, than puts
Call options by funds: $888K | Put options by funds: $1.34M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
+$25.7M |
| 2 |
CAM
Cortina Asset Management
Milwaukee,
Wisconsin
|
+$17.8M |
| 3 |
RHJA
Rice Hall James & Associates
San Diego,
California
|
+$12.8M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$9.15M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Castleark Management
Chicago,
Illinois
|
-$9.13M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$6.16M |
| 3 |
HAI
Hennessy Advisors Inc
Novato,
California
|
-$5.75M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$3.61M |
| 5 |
Millennium Management
New York
|
-$3.55M |
CMCO Hedge Fund Activity: Q1 2018 in Review
145 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2018, worth a combined $764M — down 3.5% from $792M a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of CMCO and 22 opened new positions — a net loss of 2 holders — while 47 trimmed existing stakes and 57 added.
The largest buyer was Lazard Asset Management, opening a new position worth an estimated $25.7M. The largest seller was Castleark Management, exiting entirely with an estimated $9.13M sold.
- 145 institutional investors held Columbus McKinnon (CMCO) as of Q1 2018, down from 150 in Q4 2017.
- Funds reported $764M of Columbus McKinnon stock for Q1 2018, down 3.5% quarter-over-quarter.
- 22 funds opened new Columbus McKinnon positions in Q1 2018 and 24 closed out, a net change of -2 holders.
- The largest Columbus McKinnon buyer in Q1 2018 was Lazard Asset Management, an estimated $25.7M added.
- The largest Columbus McKinnon seller in Q1 2018 was Castleark Management, an estimated $9.13M sold.
Based on aggregated 13F filings for Q1 2018.