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Columbus McKinnon

149 hedge funds and large institutions have $1.28B invested in Columbus McKinnon in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

17% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 47

9% more funds holding

Funds holding: 137149 (+12)

0.1% more ownership

Funds ownership: 96.97%97.07% (+0.1%)

4% less capital invested

Capital invested by funds: $1.32B → $1.28B (-$48.3M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $245K

Holders
149
Holders Change
+12
Holders Change %
+8.76%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
55
Reduced
47
Closed
15
Calls
Puts
$245K
Net Calls
-$245K
Net Calls Change
+$307K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$96.5M -$3.27M -67,809 -3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$67.9M -$559K -11,576 -0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$66.9M -$1.98M -41,000 -3%
Macquarie Group
4
Macquarie Group
Australia
$65.2M +$1.12M +23,299 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$62.7M -$353K -7,308 -0.5%
Victory Capital Management
6
Victory Capital Management
Texas
$61M +$417K +8,642 +0.7%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$59.7M +$62.3M +1,291,094 New
Goldman Sachs
8
Goldman Sachs
New York
$56.7M -$6.26M -129,681 -10%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$54.7M +$2.97M +61,527 +5%
Lazard Asset Management
10
Lazard Asset Management
New York
$46.1M -$972K -20,153 -2%
GKIM
11
GW&K Investment Management
Massachusetts
$41.6M +$24.2M +500,868 +126%
NPIC
12
Neumeier Poma Investment Counsel
California
$38.5M +$1.72M +35,650 +4%
WHG
13
Westwood Holdings Group
Texas
$33.5M +$8.13M +168,462 +30%
GIM
14
Granahan Investment Management
Massachusetts
$31.6M -$400K -8,289 -1%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$27.5M -$8.27M -171,375 -22%
ACB
16
Aristotle Capital Boston
Massachusetts
$26.4M -$181K -3,748 -0.7%
SFM
17
Systematic Financial Management
New Jersey
$25.8M -$474K -9,819 -2%
State Street
18
State Street
Massachusetts
$24.6M +$144K +2,985 +0.6%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$23.5M +$269K +5,577 +1%
PAMP
20
Polar Asset Management Partners
Ontario, Canada
$20.6M -$1.88M -39,000 -8%
SBH
21
Segall Bryant & Hamill
Illinois
$17.7M +$788K +16,327 +4%
N
22
Nuveen
North Carolina
$17.6M +$5.12M +106,080 +39%
CIP
23
Chartwell Investment Partners
Pennsylvania
$16.5M +$5.89M +122,018 +52%
Northern Trust
24
Northern Trust
Illinois
$16.2M -$250K -5,177 -1%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$15.6M +$51.9K +1,076 +0.3%

CMCO Hedge Fund Activity: Q4 2021 in Review

149 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2021, worth a combined $1.28B — down 3.6% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CMCO positions and 15 closed out — a net gain of 12 holders — while 55 added to existing stakes and 47 trimmed.

The largest buyer was GW&K Investment Management, adding an estimated $24.2M. The largest seller was Wells Fargo, cutting an estimated $59.9M.

  • 149 institutional investors held Columbus McKinnon (CMCO) as of Q4 2021, up from 137 in Q3 2021.
  • Funds reported $1.28B of Columbus McKinnon stock for Q4 2021, down 3.6% quarter-over-quarter.
  • 27 funds opened new Columbus McKinnon positions in Q4 2021 and 15 closed out, a net change of +12 holders.
  • The largest Columbus McKinnon buyer in Q4 2021 was GW&K Investment Management, an estimated $24.2M added.
  • The largest Columbus McKinnon seller in Q4 2021 was Wells Fargo, an estimated $59.9M sold.

Based on aggregated 13F filings for Q4 2021.