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Columbus McKinnon

161 hedge funds and large institutions have $902M invested in Columbus McKinnon in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 61 increasing their positions, 59 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.08% more ownership

Funds ownership: 94.96%98.04% (+3.1%)

3% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 59

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

2% less funds holding

Funds holding: 164161 (-3)

5% less capital invested

Capital invested by funds: $953M → $902M (-$50.4M)

48% less call options, than puts

Call options by funds: $312K | Put options by funds: $597K

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
161
Holders Change
-3
Holders Change %
-1.83%
% of All Funds
3.68%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
61
Reduced
59
Closed
17
Calls
$312K
Puts
$597K
Net Calls
-$285K
Net Calls Change
-$1.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$95.3M -$2.7M -64,529 -3%
BlackRock
2
BlackRock
New York
$61.4M +$961K +23,014 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$59.8M -$196K -4,691 -0.3%
Macquarie Group
4
Macquarie Group
Australia
$50.6M +$6.6M +157,958 +14%
Vanguard Group
5
Vanguard Group
Pennsylvania
$36.4M +$313K +7,488 +0.8%
Lazard Asset Management
6
Lazard Asset Management
New York
$33.5M +$3.86M +92,334 +12%
CAM
7
Cortina Asset Management
Wisconsin
$23.3M -$1.27M -30,326 -5%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$23.2M +$1.38M +33,100 +6%
Northern Trust
9
Northern Trust
Illinois
$20.6M -$582K -13,926 -3%
SAM
10
Skyline Asset Management
Illinois
$20.5M -$2.21M -52,900 -9%
DCM
11
Driehaus Capital Management
Illinois
$19.5M +$3.55M +85,081 +21%
RHJA
12
Rice Hall James & Associates
California
$18.8M +$680K +16,268 +4%
State Street
13
State Street
Massachusetts
$16.9M +$696K +16,654 +4%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$16.1M +$7.76M +185,751 +83%
AllianceBernstein
15
AllianceBernstein
Tennessee
$16.1M -$12.3M -293,655 -42%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$15.5M +$475K +11,383 +3%
WHG
17
Westwood Holdings Group
Texas
$15.2M +$786K +18,809 +5%
SFM
18
Systematic Financial Management
New Jersey
$14.9M +$143K +3,431 +0.9%
ACB
19
Aristotle Capital Boston
Massachusetts
$14.1M +$729K +17,441 +5%
PAIM
20
Punch & Associates Investment Management
Minnesota
$13.5M +$710 +17 +0%
EBIM
21
Eagle Boston Investment Management
Massachusetts
$12.7M +$414K +9,918 +3%
Renaissance Technologies
22
Renaissance Technologies
New York
$12.2M +$2.75M +65,900 +27%
SC
23
Spitfire Capital
California
$11.6M -$1.4M -33,418 -10%
Principal Financial Group
24
Principal Financial Group
Iowa
$11.4M +$11.8M +282,098 +5,416%
KCM
25
Kennedy Capital Management
Missouri
$11.3M +$2.04M +48,831 +21%

CMCO Hedge Fund Activity: Q3 2018 in Review

161 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2018, worth a combined $902M — down 5.3% from $953M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of CMCO and 16 opened new positions — a net loss of 1 holder — while 59 trimmed existing stakes and 61 added.

The largest buyer was Principal Financial Group, adding an estimated $11.8M. The largest seller was AllianceBernstein, cutting an estimated $12.3M.

  • 161 institutional investors held Columbus McKinnon (CMCO) as of Q3 2018, down from 164 in Q2 2018.
  • Funds reported $902M of Columbus McKinnon stock for Q3 2018, down 5.3% quarter-over-quarter.
  • 16 funds opened new Columbus McKinnon positions in Q3 2018 and 17 closed out, a net change of -1 holder.
  • The largest Columbus McKinnon buyer in Q3 2018 was Principal Financial Group, an estimated $11.8M added.
  • The largest Columbus McKinnon seller in Q3 2018 was AllianceBernstein, an estimated $12.3M sold.

Based on aggregated 13F filings for Q3 2018.