We are live on ! Find out more
CMCO icon

Columbus McKinnon

166 hedge funds and large institutions have $925M invested in Columbus McKinnon in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $856M → $925M (+$69M)

1% less funds holding

Funds holding: 168166 (-2)

1.86% less ownership

Funds ownership: 99.51%97.65% (-1.9%)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $20K

Holders
166
Holders Change
-2
Holders Change %
-1.19%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
55
Reduced
69
Closed
18
Calls
Puts
$20K
Net Calls
-$20K
Net Calls Change
-$839K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$67.5M +$1.94M +50,133 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$61.9M -$559K -14,458 -0.9%
Macquarie Group
3
Macquarie Group
Australia
$57.5M -$17M -440,985 -23%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$47M -$6.39M -165,389 -12%
Vanguard Group
5
Vanguard Group
Pennsylvania
$46.6M +$1.57M +40,664 +4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$31.5M -$52.7K -1,364 -0.2%
Goldman Sachs
7
Goldman Sachs
New York
$29.4M +$7.62M +197,018 +37%
Lazard Asset Management
8
Lazard Asset Management
New York
$28.1M +$5.7M +147,408 +27%
NPIC
9
Neumeier Poma Investment Counsel
California
$23.6M +$2.38M +61,525 +12%
ACB
10
Aristotle Capital Boston
Massachusetts
$23.5M -$5.65M -146,026 -20%
Franklin Resources
11
Franklin Resources
California
$22.8M +$22M +570,136 New
GIM
12
Granahan Investment Management
Massachusetts
$21.1M +$34.7K +898 +0.2%
SFM
13
Systematic Financial Management
New Jersey
$19.4M +$1.29M +33,283 +7%
State Street
14
State Street
Massachusetts
$18.8M +$354K +9,146 +2%
Northern Trust
15
Northern Trust
Illinois
$18.7M -$324K -8,385 -2%
PAIM
16
Punch & Associates Investment Management
Minnesota
$18.1M +$263K +6,807 +2%
Lord, Abbett & Co
17
Lord, Abbett & Co
New Jersey
$17.1M -$580K -15,000 -3%
SBH
18
Segall Bryant & Hamill
Illinois
$16.1M +$4.4M +113,679 +39%
WHG
19
Westwood Holdings Group
Texas
$15.3M -$3.02M -78,081 -17%
PAMP
20
Polar Asset Management Partners
Ontario, Canada
$15M +$4.08M +105,400 +39%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$13.9M +$97K +2,509 +0.7%
KCM
22
Kennedy Capital Management
Missouri
$13.5M -$1.03M -26,765 -7%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$13.4M +$1.16M +30,059 +10%
N
24
Nuveen
North Carolina
$11M +$225K +5,807 +2%
Renaissance Technologies
25
Renaissance Technologies
New York
$10.6M +$994K +25,700 +11%

CMCO Hedge Fund Activity: Q4 2019 in Review

166 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2019, worth a combined $925M — up 8.1% from $856M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CMCO positions and 18 closed out — a net gain of 3 holders — while 55 added to existing stakes and 69 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $22M. The largest seller was Macquarie Group, cutting an estimated $17M.

  • 166 institutional investors held Columbus McKinnon (CMCO) as of Q4 2019, down from 168 in Q3 2019.
  • Funds reported $925M of Columbus McKinnon stock for Q4 2019, up 8.1% quarter-over-quarter.
  • 21 funds opened new Columbus McKinnon positions in Q4 2019 and 18 closed out, a net change of +3 holders.
  • The largest Columbus McKinnon buyer in Q4 2019 was Franklin Resources, an estimated $22M added.
  • The largest Columbus McKinnon seller in Q4 2019 was Macquarie Group, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2019.