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Columbus McKinnon

166 hedge funds and large institutions have $987M invested in Columbus McKinnon in 2019 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 62 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

190% more call options, than puts

Call options by funds: $755K | Put options by funds: $260K

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

23% more capital invested

Capital invested by funds: $803M → $987M (+$185M)

4% more funds holding

Funds holding: 159166 (+7)

2% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 62

0.33% more ownership

Funds ownership: 100.06%100.38% (+0.33%)

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
3.6%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
19
Increased
63
Reduced
62
Closed
9
Calls
$755K
Puts
$260K
Net Calls
+$495K
Net Calls Change
+$251K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$73.6M +$4.37M +114,991 +7%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$65.4M -$36.4K -956 -0.1%
BlackRock
3
BlackRock
New York
$65.2M +$1.14M +29,998 +2%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$65.1M -$9.86M -259,096 -14%
Vanguard Group
5
Vanguard Group
Pennsylvania
$45.4M +$368K +9,673 +0.9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$34.9M +$7.42M +195,037 +31%
ACB
7
Aristotle Capital Boston
Massachusetts
$30.3M +$1.44M +37,878 +6%
Lazard Asset Management
8
Lazard Asset Management
New York
$27.8M -$4.77M -125,400 -16%
NPIC
9
Neumeier Poma Investment Counsel
California
$22M +$4.31M +113,250 +28%
GIM
10
Granahan Investment Management
Massachusetts
$20.5M +$4.13M +108,646 +29%
Northern Trust
11
Northern Trust
Illinois
$19.2M +$52.5K +1,379 +0.3%
AllianceBernstein
12
AllianceBernstein
Tennessee
$19M +$188K +4,945 +1%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$18.7M -$5.49M -144,176 -24%
SFM
14
Systematic Financial Management
New Jersey
$18.6M -$313K -8,217 -2%
WHG
15
Westwood Holdings Group
Texas
$18.5M -$2.83M -74,371 -14%
State Street
16
State Street
Massachusetts
$18.2M +$490K +12,873 +3%
PAIM
17
Punch & Associates Investment Management
Minnesota
$15.9M +$165K +4,345 +1%
KCM
18
Kennedy Capital Management
Missouri
$15.4M +$4.21M +110,549 +43%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$14.8M -$681K -17,904 -5%
WC
20
Walthausen & Co
New York
$12.4M -$364K -9,560 -3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$12.1M +$740K +19,443 +7%
SAM
22
Skyline Asset Management
Illinois
$11.7M -$921K -24,200 -8%
FIM
23
Foresters Investment Management
New York
$11M +$666K +17,500 +7%
Wells Fargo
24
Wells Fargo
California
$10.1M +$4.69M +123,155 +106%
Principal Financial Group
25
Principal Financial Group
Iowa
$9.79M +$133K +3,505 +2%

CMCO Hedge Fund Activity: Q2 2019 in Review

166 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q2 2019, worth a combined $987M — up 23% from $803M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new CMCO positions and 9 closed out — a net gain of 10 holders — while 63 added to existing stakes and 62 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.42M. The largest seller was Royal Bank of Canada, cutting an estimated $9.86M.

  • 166 institutional investors held Columbus McKinnon (CMCO) as of Q2 2019, up from 159 in Q1 2019.
  • Funds reported $987M of Columbus McKinnon stock for Q2 2019, up 23% quarter-over-quarter.
  • 19 funds opened new Columbus McKinnon positions in Q2 2019 and 9 closed out, a net change of +10 holders.
  • The largest Columbus McKinnon buyer in Q2 2019 was Fidelity Investments, an estimated $7.42M added.
  • The largest Columbus McKinnon seller in Q2 2019 was Royal Bank of Canada, an estimated $9.86M sold.

Based on aggregated 13F filings for Q2 2019.