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Columbus McKinnon

146 hedge funds and large institutions have $582M invested in Columbus McKinnon in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 47

0.56% more ownership

Funds ownership: 97.65%98.22% (+0.56%)

12% less funds holding

Funds holding: 166146 (-20)

37% less capital invested

Capital invested by funds: $925M → $582M (-$344M)

61% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 31

Holders
146
Holders Change
-20
Holders Change %
-12.05%
% of All Funds
3.22%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
65
Reduced
47
Closed
31
Calls
$2K
Puts
Net Calls
+$2K
Net Calls Change
+$22K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$41.4M -$1.06M -31,930 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$39M +$414K +12,462 +0.8%
Macquarie Group
3
Macquarie Group
Australia
$37.9M +$2.72M +81,870 +6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$29.2M +$160K +4,814 +0.4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$28.5M -$1.13M -34,064 -3%
Goldman Sachs
6
Goldman Sachs
New York
$26.3M +$10.6M +318,300 +43%
Lazard Asset Management
7
Lazard Asset Management
New York
$23.2M +$7.53M +226,315 +32%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$21.7M +$2.72M +81,925 +10%
Franklin Resources
9
Franklin Resources
California
$20.9M +$8.79M +264,372 +46%
ACB
10
Aristotle Capital Boston
Massachusetts
$15M +$451K +13,576 +2%
NPIC
11
Neumeier Poma Investment Counsel
California
$13.8M -$1.33M -39,878 -7%
GIM
12
Granahan Investment Management
Massachusetts
$13.3M +$219K +6,595 +1%
SFM
13
Systematic Financial Management
New Jersey
$11.9M -$294K -8,847 -2%
Northern Trust
14
Northern Trust
Illinois
$11.8M +$160K +4,818 +1%
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$11.8M +$1.42M +42,600 +10%
State Street
16
State Street
Massachusetts
$11.5M -$256K -7,685 -2%
PAIM
17
Punch & Associates Investment Management
Minnesota
$11.4M +$35.5K +1,069 +0.2%
WHG
18
Westwood Holdings Group
Texas
$11.3M +$2.31M +69,430 +18%
SBH
19
Segall Bryant & Hamill
Illinois
$10.4M +$439K +13,200 +3%
PAMP
20
Polar Asset Management Partners
Ontario, Canada
$9.66M +$348K +10,477 +3%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$8.93M +$786K +23,652 +7%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$8.68M +$30.6K +921 +0.3%
N
23
Nuveen
North Carolina
$7.99M +$1.52M +45,721 +17%
Renaissance Technologies
24
Renaissance Technologies
New York
$7.23M +$768K +23,100 +9%
Invesco
25
Invesco
Georgia
$6.39M +$7.53M +226,334 +773%

CMCO Hedge Fund Activity: Q1 2020 in Review

146 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2020, worth a combined $582M — down 37% from $925M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of CMCO and 12 opened new positions — a net loss of 19 holders — while 47 trimmed existing stakes and 65 added.

The largest buyer was Goldman Sachs, adding an estimated $10.6M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $9.2M sold.

  • 146 institutional investors held Columbus McKinnon (CMCO) as of Q1 2020, down from 166 in Q4 2019.
  • Funds reported $582M of Columbus McKinnon stock for Q1 2020, down 37% quarter-over-quarter.
  • 12 funds opened new Columbus McKinnon positions in Q1 2020 and 31 closed out, a net change of -19 holders.
  • The largest Columbus McKinnon buyer in Q1 2020 was Goldman Sachs, an estimated $10.6M added.
  • The largest Columbus McKinnon seller in Q1 2020 was Driehaus Capital Management, an estimated $9.2M sold.

Based on aggregated 13F filings for Q1 2020.