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Columbus McKinnon

137 hedge funds and large institutions have $1.32B invested in Columbus McKinnon in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 37 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 37

0% more capital invested

Capital invested by funds: $1.32B → $1.32B (+$5.56M)

0.14% less ownership

Funds ownership: 97.11%96.97% (-0.14%)

7% less funds holding

Funds holding: 148137 (-11)

42% less call options, than puts

Call options by funds: $749K | Put options by funds: $1.3M

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

Holders
137
Holders Change
-11
Holders Change %
-7.43%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
66
Reduced
37
Closed
23
Calls
$749K
Puts
$1.3M
Net Calls
-$552K
Net Calls Change
-$720K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$104M +$2.23M +49,287 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$71.9M +$1.14M +25,130 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$71.5M -$882K -19,497 -1%
Macquarie Group
4
Macquarie Group
Australia
$67M -$1.22M -26,935 -2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$65.9M +$149K +3,289 +0.2%
Goldman Sachs
6
Goldman Sachs
New York
$65.5M -$4.56M -100,661 -7%
Victory Capital Management
7
Victory Capital Management
Texas
$63.3M +$1.74M +38,543 +3%
Wells Fargo
8
Wells Fargo
California
$63M +$18.3M +405,215 +45%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$54.2M +$1.26M +27,949 +3%
Lazard Asset Management
10
Lazard Asset Management
New York
$49.2M +$1.67M +36,910 +4%
NPIC
11
Neumeier Poma Investment Counsel
California
$38.5M +$6.8M +150,240 +23%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$37M +$349K +7,704 +1%
Franklin Resources
13
Franklin Resources
California
$34.3M -$23M -507,934 -42%
GIM
14
Granahan Investment Management
Massachusetts
$33.4M -$1.63M -35,931 -5%
ACB
15
Aristotle Capital Boston
Massachusetts
$27.8M +$1.38M +30,487 +6%
SFM
16
Systematic Financial Management
New Jersey
$27.5M +$911K +20,119 +4%
WHG
17
Westwood Holdings Group
Texas
$26.9M -$1.47M -32,490 -6%
State Street
18
State Street
Massachusetts
$25.5M +$740K +16,342 +3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$24.3M -$131K -2,884 -0.6%
PAMP
20
Polar Asset Management Partners
Ontario, Canada
$23.4M +$8.33M +183,992 +61%
GKIM
21
GW&K Investment Management
Massachusetts
$19.3M +$10.5M +232,038 +139%
SBH
22
Segall Bryant & Hamill
Illinois
$17.7M +$390K +8,627 +2%
Northern Trust
23
Northern Trust
Illinois
$17.2M -$591K -13,066 -4%
Loomis, Sayles & Company
24
Loomis, Sayles & Company
Massachusetts
$16.3M -$63.4K -1,401 -0.4%
PAIM
25
Punch & Associates Investment Management
Minnesota
$14.1M +$42K +928 +0.3%

CMCO Hedge Fund Activity: Q3 2021 in Review

137 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2021, worth a combined $1.32B — up 0.42% from $1.32B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of CMCO and 12 opened new positions — a net loss of 11 holders — while 37 trimmed existing stakes and 66 added.

The largest buyer was Wells Fargo, adding an estimated $18.3M. The largest seller was Franklin Resources, cutting an estimated $23M.

  • 137 institutional investors held Columbus McKinnon (CMCO) as of Q3 2021, down from 148 in Q2 2021.
  • Funds reported $1.32B of Columbus McKinnon stock for Q3 2021, up 0.42% quarter-over-quarter.
  • 12 funds opened new Columbus McKinnon positions in Q3 2021 and 23 closed out, a net change of -11 holders.
  • The largest Columbus McKinnon buyer in Q3 2021 was Wells Fargo, an estimated $18.3M added.
  • The largest Columbus McKinnon seller in Q3 2021 was Franklin Resources, an estimated $23M sold.

Based on aggregated 13F filings for Q3 2021.