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Columbus McKinnon

159 hedge funds and large institutions have $803M invested in Columbus McKinnon in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 56 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $688M → $803M (+$115M)

2.47% more ownership

Funds ownership: 97.59%100.06% (+2.5%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

0% more funds holding

Funds holding: 159159 (0)

2% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 57

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
159
Holders Change
Holders Change %
0%
% of All Funds
3.44%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
56
Reduced
57
Closed
19
Calls
$244K
Puts
Net Calls
+$244K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$62.2M -$5.47M -157,273 -8%
Macquarie Group
2
Macquarie Group
Australia
$56.3M +$4.75M +136,617 +9%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$53.5M -$530K -15,235 -1%
BlackRock
4
BlackRock
New York
$52.3M -$1.57M -45,208 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$36.9M +$2.18M +62,570 +6%
Lazard Asset Management
6
Lazard Asset Management
New York
$27.1M -$1.94M -55,700 -7%
ACB
7
Aristotle Capital Boston
Massachusetts
$23.5M +$9.52M +273,621 +67%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$21.9M +$5.84M +167,700 +36%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$20.2M +$27.8K +800 +0.1%
WHG
10
Westwood Holdings Group
Texas
$17.7M +$2.97M +85,272 +20%
RHJA
11
Rice Hall James & Associates
California
$15.9M -$922K -26,485 -5%
Northern Trust
12
Northern Trust
Illinois
$15.7M -$876K -25,157 -5%
SFM
13
Systematic Financial Management
New Jersey
$15.5M +$536K +15,408 +4%
AllianceBernstein
14
AllianceBernstein
Tennessee
$15.4M +$2.55M +73,286 +20%
State Street
15
State Street
Massachusetts
$14.5M +$150K +4,317 +1%
NPIC
16
Neumeier Poma Investment Counsel
California
$14.1M +$14.3M +410,978 New
GIM
17
Granahan Investment Management
Massachusetts
$13M +$2.2M +63,298 +20%
PAIM
18
Punch & Associates Investment Management
Minnesota
$12.8M +$506K +14,531 +4%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$12.7M -$693K -19,908 -5%
WC
20
Walthausen & Co
New York
$10.5M +$2.19M +62,960 +26%
SAM
21
Skyline Asset Management
Illinois
$10.4M -$4.16M -119,600 -28%
Allianz Asset Management
22
Allianz Asset Management
Germany
$10.1M +$3.78M +108,636 +59%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$9.25M +$809K +23,259 +9%
KCM
24
Kennedy Capital Management
Missouri
$8.83M +$113K +3,233 +1%
FIM
25
Foresters Investment Management
New York
$8.44M +$522K +15,000 +7%

CMCO Hedge Fund Activity: Q1 2019 in Review

159 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2019, worth a combined $803M — up 17% from $688M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new CMCO positions and 19 closed out — a net gain of 1 holder — while 56 added to existing stakes and 57 trimmed.

The largest buyer was Neumeier Poma Investment Counsel, opening a new position worth an estimated $14.3M. The largest seller was Cortina Asset Management, cutting an estimated $10.3M.

  • 159 institutional investors held Columbus McKinnon (CMCO) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $803M of Columbus McKinnon stock for Q1 2019, up 17% quarter-over-quarter.
  • 20 funds opened new Columbus McKinnon positions in Q1 2019 and 19 closed out, a net change of +1 holder.
  • The largest Columbus McKinnon buyer in Q1 2019 was Neumeier Poma Investment Counsel, an estimated $14.3M added.
  • The largest Columbus McKinnon seller in Q1 2019 was Cortina Asset Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2019.