We are live on ! Find out more
CMCO icon

Columbus McKinnon

133 hedge funds and large institutions have $1.22B invested in Columbus McKinnon in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 63 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $904M → $1.22B (+$316M)

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% less funds holding

Funds holding: 134133 (-1)

1.72% less ownership

Funds ownership: 98.36%96.64% (-1.7%)

41% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 63

48% less call options, than puts

Call options by funds: $52K | Put options by funds: $100K

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
2.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
37
Reduced
63
Closed
14
Calls
$52K
Puts
$100K
Net Calls
-$48K
Net Calls Change
-$48K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$102M +$5.08M +106,581 +6%
Franklin Resources
2
Franklin Resources
California
$81.5M +$9.57M +200,606 +15%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$81.4M -$1.54M -32,333 -2%
Macquarie Group
4
Macquarie Group
Australia
$73.2M -$3.38M -70,850 -5%
Vanguard Group
5
Vanguard Group
Pennsylvania
$60.9M +$1.71M +35,754 +3%
Victory Capital Management
6
Victory Capital Management
Texas
$57M -$9.61M -201,532 -16%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$56.1M +$14.5K +304 +0%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$46.7M +$24.6M +516,213 +140%
Goldman Sachs
9
Goldman Sachs
New York
$45.1M -$12.1M -253,133 -23%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$43.3M -$3.57M -74,902 -8%
Lazard Asset Management
11
Lazard Asset Management
New York
$40.6M -$19M -398,780 -34%
GIM
12
Granahan Investment Management
Massachusetts
$31.4M -$1.32M -27,675 -4%
ACB
13
Aristotle Capital Boston
Massachusetts
$31M -$1.99M -41,751 -7%
NPIC
14
Neumeier Poma Investment Counsel
California
$29.9M +$13.1K +275 +0%
SBH
15
Segall Bryant & Hamill
Illinois
$28.3M -$528K -11,060 -2%
WHG
16
Westwood Holdings Group
Texas
$25.8M +$853K +17,885 +4%
SFM
17
Systematic Financial Management
New Jersey
$22.9M +$272K +5,709 +1%
State Street
18
State Street
Massachusetts
$22.7M -$935K -19,601 -4%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$22.2M +$2M +41,889 +11%
Northern Trust
20
Northern Trust
Illinois
$17.4M -$5.07M -106,368 -24%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$16.2M -$256K -5,374 -2%
Principal Financial Group
22
Principal Financial Group
Iowa
$15.4M +$1.09M +22,770 +8%
PAIM
23
Punch & Associates Investment Management
Minnesota
$15.3M +$124K +2,591 +0.9%
KCM
24
Kennedy Capital Management
Missouri
$13.8M +$3.23M +67,641 +35%
N
25
Nuveen
North Carolina
$12.4M -$275K -5,758 -2%

CMCO Hedge Fund Activity: Q1 2021 in Review

133 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2021, worth a combined $1.22B — up 35% from $904M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CMCO positions and 14 closed out — a net gain of 1 holder — while 37 added to existing stakes and 63 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $24.6M. The largest seller was Lazard Asset Management, cutting an estimated $19M.

  • 133 institutional investors held Columbus McKinnon (CMCO) as of Q1 2021, down from 134 in Q4 2020.
  • Funds reported $1.22B of Columbus McKinnon stock for Q1 2021, up 35% quarter-over-quarter.
  • 15 funds opened new Columbus McKinnon positions in Q1 2021 and 14 closed out, a net change of +1 holder.
  • The largest Columbus McKinnon buyer in Q1 2021 was Lord, Abbett & Co, an estimated $24.6M added.
  • The largest Columbus McKinnon seller in Q1 2021 was Lazard Asset Management, an estimated $19M sold.

Based on aggregated 13F filings for Q1 2021.