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Columbus McKinnon

140 hedge funds and large institutions have $776M invested in Columbus McKinnon in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more capital invested

Capital invested by funds: $582M → $776M (+$194M)

0.79% less ownership

Funds ownership: 98.22%97.43% (-0.79%)

4% less funds holding

Funds holding: 146140 (-6)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
140
Holders Change
-6
Holders Change %
-4.11%
% of All Funds
2.87%
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
48
Reduced
57
Closed
19
Calls
$214K
Puts
Net Calls
+$214K
Net Calls Change
+$212K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$61.1M +$8.55M +309,966 +20%
BlackRock
2
BlackRock
New York
$60.1M +$3.88M +140,473 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52.7M +$439K +15,910 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$38.6M -$405K -14,678 -1%
Lazard Asset Management
5
Lazard Asset Management
New York
$35.1M +$3.33M +120,614 +13%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$34.2M -$3.18M -115,197 -10%
Goldman Sachs
7
Goldman Sachs
New York
$33.6M -$1.36M -49,411 -5%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$32.2M +$2.6M +94,402 +11%
Franklin Resources
9
Franklin Resources
California
$26.9M -$962K -34,865 -4%
ACB
10
Aristotle Capital Boston
Massachusetts
$22.7M +$2.14M +77,699 +13%
GIM
11
Granahan Investment Management
Massachusetts
$19.4M +$1.32M +47,802 +9%
NPIC
12
Neumeier Poma Investment Counsel
California
$18.4M -$13.8K -500 -0.1%
SFM
13
Systematic Financial Management
New Jersey
$15.9M -$48.9K -1,774 -0.4%
State Street
14
State Street
Massachusetts
$15.8M +$270K +9,782 +2%
Northern Trust
15
Northern Trust
Illinois
$15.4M -$250K -9,059 -2%
WHG
16
Westwood Holdings Group
Texas
$15.3M +$159K +5,751 +1%
PAIM
17
Punch & Associates Investment Management
Minnesota
$15.2M -$8.36K -303 -0.1%
SBH
18
Segall Bryant & Hamill
Illinois
$14.9M +$839K +30,398 +7%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$13.8M -$1.64M -59,500 -13%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$12.1M +$119K +4,313 +1%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$11.5M -$59K -2,137 -0.6%
N
22
Nuveen
North Carolina
$9.92M -$632K -22,897 -7%
Renaissance Technologies
23
Renaissance Technologies
New York
$9.11M -$461K -16,715 -6%
Victory Capital Management
24
Victory Capital Management
Texas
$8.9M +$4.7M +170,242 +178%
Invesco
25
Invesco
Georgia
$8.37M -$146K -5,276 -2%

CMCO Hedge Fund Activity: Q2 2020 in Review

140 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q2 2020, worth a combined $776M — up 33% from $582M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of CMCO and 13 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 48 added.

The largest buyer was Macquarie Group, adding an estimated $8.55M. The largest seller was Polar Asset Management Partners, exiting entirely with an estimated $9.66M sold.

  • 140 institutional investors held Columbus McKinnon (CMCO) as of Q2 2020, down from 146 in Q1 2020.
  • Funds reported $776M of Columbus McKinnon stock for Q2 2020, up 33% quarter-over-quarter.
  • 13 funds opened new Columbus McKinnon positions in Q2 2020 and 19 closed out, a net change of -6 holders.
  • The largest Columbus McKinnon buyer in Q2 2020 was Macquarie Group, an estimated $8.55M added.
  • The largest Columbus McKinnon seller in Q2 2020 was Polar Asset Management Partners, an estimated $9.66M sold.

Based on aggregated 13F filings for Q2 2020.