We are live on ! Find out more
CMCO icon

Columbus McKinnon

140 hedge funds and large institutions have $763M invested in Columbus McKinnon in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 63 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $69K | Put options by funds: $46K

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0% more funds holding

Funds holding: 140140 (0)

0.64% less ownership

Funds ownership: 97.43%96.79% (-0.64%)

2% less capital invested

Capital invested by funds: $776M → $763M (-$13.3M)

35% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 63

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
140
Holders Change
Holders Change %
0%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
41
Reduced
63
Closed
11
Calls
$69K
Puts
$46K
Net Calls
+$23K
Net Calls Change
-$191K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$56.9M -$2.71M -78,198 -4%
Macquarie Group
2
Macquarie Group
Australia
$53.6M -$7.18M -206,909 -11%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$52.4M +$284K +8,196 +0.5%
Franklin Resources
4
Franklin Resources
California
$36.2M +$10.2M +292,904 +37%
Goldman Sachs
5
Goldman Sachs
New York
$35.7M +$2.64M +76,098 +8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$35.7M -$2.66M -76,605 -7%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$35.3M +$3.54M +102,107 +11%
Lazard Asset Management
8
Lazard Asset Management
New York
$34.1M -$650K -18,732 -2%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$32.2M -$1.75M -50,487 -5%
Victory Capital Management
10
Victory Capital Management
Texas
$25M +$16.9M +488,252 +184%
ACB
11
Aristotle Capital Boston
Massachusetts
$22.7M +$268K +7,720 +1%
GIM
12
Granahan Investment Management
Massachusetts
$19.1M -$156K -4,486 -0.8%
SBH
13
Segall Bryant & Hamill
Illinois
$18.5M +$3.9M +112,267 +25%
NPIC
14
Neumeier Poma Investment Counsel
California
$18.2M +$3.47K +100 +0%
State Street
15
State Street
Massachusetts
$15.1M -$549K -15,833 -3%
SFM
16
Systematic Financial Management
New Jersey
$14.9M -$903K -26,007 -5%
Northern Trust
17
Northern Trust
Illinois
$14.8M -$537K -15,461 -3%
WHG
18
Westwood Holdings Group
Texas
$13.8M -$1.46M -42,002 -9%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$13.1M -$555K -16,000 -4%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$12.3M +$320K +9,234 +3%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$11.3M -$141K -4,077 -1%
PAIM
22
Punch & Associates Investment Management
Minnesota
$9.68M -$5.61M -161,597 -36%
N
23
Nuveen
North Carolina
$8.73M -$1.14M -32,725 -11%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$8.37M +$360K +10,363 +4%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.21M +$83.3K +2,400 +1%

CMCO Hedge Fund Activity: Q3 2020 in Review

140 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2020, worth a combined $763M — down 1.7% from $776M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new CMCO positions and 11 closed out — a net gain of 1 holder — while 41 added to existing stakes and 63 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $16.9M. The largest seller was Macquarie Group, cutting an estimated $7.18M.

  • 140 institutional investors held Columbus McKinnon (CMCO) as of Q3 2020, unchanged from Q2 2020.
  • Funds reported $763M of Columbus McKinnon stock for Q3 2020, down 1.7% quarter-over-quarter.
  • 12 funds opened new Columbus McKinnon positions in Q3 2020 and 11 closed out, a net change of +1 holder.
  • The largest Columbus McKinnon buyer in Q3 2020 was Victory Capital Management, an estimated $16.9M added.
  • The largest Columbus McKinnon seller in Q3 2020 was Macquarie Group, an estimated $7.18M sold.

Based on aggregated 13F filings for Q3 2020.