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Columbus McKinnon

159 hedge funds and large institutions have $688M invested in Columbus McKinnon in 2018 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 58 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.45% less ownership

Funds ownership: 98.04%97.59% (-0.45%)

7% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 14

8% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 63

1% less funds holding

Funds holding: 161159 (-2)

24% less capital invested

Capital invested by funds: $902M → $688M (-$215M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $979K

Holders
159
Holders Change
-2
Holders Change %
-1.24%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
58
Reduced
63
Closed
14
Calls
Puts
$979K
Net Calls
-$979K
Net Calls Change
-$694K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$59.3M -$15.1M -444,006 -18%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$47.4M +$2.06M +60,612 +4%
BlackRock
3
BlackRock
New York
$47.3M +$532K +15,668 +1%
Macquarie Group
4
Macquarie Group
Australia
$45.3M +$7.55M +222,399 +17%
Vanguard Group
5
Vanguard Group
Pennsylvania
$30.4M +$3.07M +90,355 +10%
Lazard Asset Management
6
Lazard Asset Management
New York
$25.4M -$109K -3,200 -0.4%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$17.7M +$50.9K +1,500 +0.3%
CAM
8
Cortina Asset Management
Wisconsin
$15.6M -$2.42M -71,409 -12%
RHJA
9
Rice Hall James & Associates
California
$14.7M +$424K +12,512 +3%
Northern Trust
10
Northern Trust
Illinois
$14.5M -$1.3M -38,466 -7%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$14.1M +$2.04M +60,171 +15%
SFM
12
Systematic Financial Management
New Jersey
$13.1M +$2.04M +59,988 +16%
WHG
13
Westwood Holdings Group
Texas
$13M +$1.51M +44,483 +12%
SAM
14
Skyline Asset Management
Illinois
$12.8M -$3.2M -94,200 -18%
State Street
15
State Street
Massachusetts
$12.6M -$324K -9,559 -2%
ACB
16
Aristotle Capital Boston
Massachusetts
$12.4M +$1.81M +53,270 +15%
Loomis, Sayles & Company
17
Loomis, Sayles & Company
Massachusetts
$11.7M -$56.6K -1,668 -0.4%
AllianceBernstein
18
AllianceBernstein
Tennessee
$11.3M -$1.13M -33,343 -8%
PAIM
19
Punch & Associates Investment Management
Minnesota
$10.8M +$628K +18,513 +5%
DCM
20
Driehaus Capital Management
Illinois
$9.6M -$5.92M -174,643 -35%
GIM
21
Granahan Investment Management
Massachusetts
$9.54M +$10.7M +316,402 New
KCM
22
Kennedy Capital Management
Missouri
$7.65M -$1.07M -31,416 -11%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$7.41M +$580K +17,099 +7%
PFC
24
Phocas Financial Corp
California
$7.36M -$187K -5,505 -2%
WC
25
Walthausen & Co
New York
$7.32M +$525K +15,480 +7%

CMCO Hedge Fund Activity: Q4 2018 in Review

159 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2018, worth a combined $688M — down 24% from $902M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of CMCO and 13 opened new positions — a net loss of 1 holder — while 63 trimmed existing stakes and 58 added.

The largest buyer was Granahan Investment Management, opening a new position worth an estimated $10.7M. The largest seller was Royal Bank of Canada, cutting an estimated $15.1M.

  • 159 institutional investors held Columbus McKinnon (CMCO) as of Q4 2018, down from 161 in Q3 2018.
  • Funds reported $688M of Columbus McKinnon stock for Q4 2018, down 24% quarter-over-quarter.
  • 13 funds opened new Columbus McKinnon positions in Q4 2018 and 14 closed out, a net change of -1 holder.
  • The largest Columbus McKinnon buyer in Q4 2018 was Granahan Investment Management, an estimated $10.7M added.
  • The largest Columbus McKinnon seller in Q4 2018 was Royal Bank of Canada, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2018.