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Columbus McKinnon

164 hedge funds and large institutions have $953M invested in Columbus McKinnon in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 60 increasing their positions, 50 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,468% more call options, than puts

Call options by funds: $1.67M | Put options by funds: $22K

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more capital invested

Capital invested by funds: $764M → $953M (+$189M)

20% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 50

13% more funds holding

Funds holding: 145164 (+19)

2.38% more ownership

Funds ownership: 92.58%94.96% (+2.4%)

Holders
164
Holders Change
+19
Holders Change %
+13.1%
% of All Funds
3.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
30
Increased
60
Reduced
50
Closed
9
Calls
$1.67M
Puts
$22K
Net Calls
+$1.64M
Net Calls Change
+$2.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$107M -$18.7M -483,342 -16%
BlackRock
2
BlackRock
New York
$66.3M +$2.25M +57,952 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$65.8M +$1.57M +40,616 +3%
Macquarie Group
4
Macquarie Group
Australia
$48.7M +$4.73M +122,110 +12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$39.6M +$1.1M +28,290 +3%
Lazard Asset Management
6
Lazard Asset Management
New York
$32.7M +$3.31M +85,336 +13%
AllianceBernstein
7
AllianceBernstein
Tennessee
$30.4M -$2.36M -60,950 -8%
CAM
8
Cortina Asset Management
Wisconsin
$26.9M +$6.09M +157,129 +34%
SAM
9
Skyline Asset Management
Illinois
$24.7M -$77.5K -2,000 -0.3%
Lord, Abbett & Co
10
Lord, Abbett & Co
New Jersey
$24M -$207K -5,354 -1%
Northern Trust
11
Northern Trust
Illinois
$23.2M +$406K +10,476 +2%
RHJA
12
Rice Hall James & Associates
California
$19.9M +$4.86M +125,412 +38%
State Street
13
State Street
Massachusetts
$17.8M +$91.7K +2,367 +0.6%
DCM
14
Driehaus Capital Management
Illinois
$17.7M +$9.23M +238,106 +140%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$16.5M -$16.7K -432 -0.1%
SFM
16
Systematic Financial Management
New Jersey
$16.1M +$2.7M +69,592 +23%
WHG
17
Westwood Holdings Group
Texas
$15.9M -$2.08M -53,795 -13%
PAIM
18
Punch & Associates Investment Management
Minnesota
$14.8M +$8.69M +224,276 +193%
ACB
19
Aristotle Capital Boston
Massachusetts
$14.7M -$598K -15,440 -4%
SC
20
Spitfire Capital
California
$14.2M -$1.32M -34,115 -9%
EBIM
21
Eagle Boston Investment Management
Massachusetts
$13.5M +$518K +13,375 +4%
Allianz Asset Management
22
Allianz Asset Management
Germany
$11.6M -$107K -2,752 -1%
Millennium Management
23
Millennium Management
New York
$11.1M +$3.47M +89,648 +54%
PFC
24
Phocas Financial Corp
California
$11M +$2.12M +54,822 +27%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$10.6M -$455K -11,749 -5%

CMCO Hedge Fund Activity: Q2 2018 in Review

164 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q2 2018, worth a combined $953M — up 25% from $764M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new CMCO positions and 9 closed out — a net gain of 21 holders — while 60 added to existing stakes and 50 trimmed.

The largest buyer was Driehaus Capital Management, adding an estimated $9.23M. The largest seller was Royal Bank of Canada, cutting an estimated $18.7M.

  • 164 institutional investors held Columbus McKinnon (CMCO) as of Q2 2018, up from 145 in Q1 2018.
  • Funds reported $953M of Columbus McKinnon stock for Q2 2018, up 25% quarter-over-quarter.
  • 30 funds opened new Columbus McKinnon positions in Q2 2018 and 9 closed out, a net change of +21 holders.
  • The largest Columbus McKinnon buyer in Q2 2018 was Driehaus Capital Management, an estimated $9.23M added.
  • The largest Columbus McKinnon seller in Q2 2018 was Royal Bank of Canada, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2018.