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Columbus McKinnon

148 hedge funds and large institutions have $1.32B invested in Columbus McKinnon in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 36 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 10

89% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 36

29% more call options, than puts

Call options by funds: $752K | Put options by funds: $584K

11% more funds holding

Funds holding: 133148 (+15)

8% more capital invested

Capital invested by funds: $1.22B → $1.32B (+$98.6M)

0.47% more ownership

Funds ownership: 96.64%97.11% (+0.47%)

Holders
148
Holders Change
+15
Holders Change %
+11.28%
% of All Funds
2.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
68
Reduced
36
Closed
10
Calls
$752K
Puts
$584K
Net Calls
+$168K
Net Calls Change
+$216K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$102M +$8.78M +171,265 +9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$72.3M -$2.21M -43,051 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$70.5M +$20.4M +398,283 +37%
Goldman Sachs
4
Goldman Sachs
New York
$70.2M +$30.8M +600,396 +70%
Macquarie Group
5
Macquarie Group
Australia
$68.2M +$1.28M +24,941 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$65.6M +$10.5M +205,287 +18%
Victory Capital Management
7
Victory Capital Management
Texas
$61.3M +$9.77M +190,576 +18%
Franklin Resources
8
Franklin Resources
California
$58.8M -$16.8M -326,969 -21%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$52.7M +$10.6M +207,606 +23%
Lazard Asset Management
10
Lazard Asset Management
New York
$47.3M +$10.8M +210,699 +27%
Wells Fargo
11
Wells Fargo
California
$43.3M +$39.6M +772,739 +621%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$36.6M -$3.19M -62,309 -8%
GIM
13
Granahan Investment Management
Massachusetts
$35M +$6.71M +130,953 +22%
NPIC
14
Neumeier Poma Investment Counsel
California
$31.2M +$4.06M +79,150 +14%
WHG
15
Westwood Holdings Group
Texas
$28.4M +$5.18M +101,153 +21%
SFM
16
Systematic Financial Management
New Jersey
$26.4M +$5.83M +113,812 +26%
ACB
17
Aristotle Capital Boston
Massachusetts
$26.2M -$2.23M -43,574 -7%
State Street
18
State Street
Massachusetts
$24.7M +$4.13M +80,541 +19%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$24.4M +$4.33M +84,427 +20%
Principal Financial Group
20
Principal Financial Group
Iowa
$17.9M +$4.05M +79,050 +27%
Northern Trust
21
Northern Trust
Illinois
$17.7M +$1.91M +37,367 +11%
SBH
22
Segall Bryant & Hamill
Illinois
$17.3M -$9.18M -179,131 -33%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$16.3M +$1.55M +30,330 +10%
PAMP
24
Polar Asset Management Partners
Ontario, Canada
$14.5M +$15.4M +300,164 New
PAIM
25
Punch & Associates Investment Management
Minnesota
$14M +$48.7K +951 +0.3%

CMCO Hedge Fund Activity: Q2 2021 in Review

148 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q2 2021, worth a combined $1.32B — up 8.1% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CMCO positions and 10 closed out — a net gain of 15 holders — while 68 added to existing stakes and 36 trimmed.

The largest buyer was Wells Fargo, adding an estimated $39.6M. The largest seller was Franklin Resources, cutting an estimated $16.8M.

  • 148 institutional investors held Columbus McKinnon (CMCO) as of Q2 2021, up from 133 in Q1 2021.
  • Funds reported $1.32B of Columbus McKinnon stock for Q2 2021, up 8.1% quarter-over-quarter.
  • 25 funds opened new Columbus McKinnon positions in Q2 2021 and 10 closed out, a net change of +15 holders.
  • The largest Columbus McKinnon buyer in Q2 2021 was Wells Fargo, an estimated $39.6M added.
  • The largest Columbus McKinnon seller in Q2 2021 was Franklin Resources, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2021.