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Columbus McKinnon

143 hedge funds and large institutions have $719M invested in Columbus McKinnon in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 67 increasing their positions, 44 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 44

0.75% less ownership

Funds ownership: 96.8%96.05% (-0.75%)

8% less capital invested

Capital invested by funds: $785M → $719M (-$65.1M)

10% less funds holding

Funds holding: 159143 (-16)

60% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 25

Holders
143
Holders Change
-16
Holders Change %
-10.06%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
67
Reduced
44
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$58.2M +$1.68M +55,329 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$43.3M +$1.91M +62,842 +4%
Macquarie Group
3
Macquarie Group
Australia
$38.3M +$798K +26,221 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$36.5M +$351K +11,522 +0.8%
Victory Capital Management
5
Victory Capital Management
Texas
$33.9M -$535K -17,574 -1%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$33.6M +$1.23M +40,265 +3%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$32.9M -$809K -26,575 -2%
Goldman Sachs
8
Goldman Sachs
New York
$31.8M +$7.33M +240,812 +25%
GKIM
9
GW&K Investment Management
Massachusetts
$28.8M +$2.51M +82,313 +8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$26.4M +$1.68M +55,069 +6%
WHG
11
Westwood Holdings Group
Texas
$25.8M +$4.14M +136,103 +16%
Lazard Asset Management
12
Lazard Asset Management
New York
$24.2M -$4.33M -142,392 -13%
SFM
13
Systematic Financial Management
New Jersey
$18.4M +$664K +21,796 +3%
NPIC
14
Neumeier Poma Investment Counsel
California
$15.8M -$5.94M -195,145 -24%
State Street
15
State Street
Massachusetts
$15M +$118K +3,868 +0.7%
ACB
16
Aristotle Capital Boston
Massachusetts
$14.6M -$745K -24,485 -4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$13.9M +$265K +8,718 +2%
GIM
18
Granahan Investment Management
Massachusetts
$13.5M +$698K +22,930 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$13.2M -$476K -15,621 -3%
TCM
20
TimesSquare Capital Management
New York
$12.1M +$1.1M +36,150 +9%
SBH
21
Segall Bryant & Hamill
Illinois
$10.4M +$289K +9,495 +2%
Bank of America
22
Bank of America
North Carolina
$10.2M -$933K -30,661 -7%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$9.26M -$39.4K -1,295 -0.4%
CIP
24
Chartwell Investment Partners
Pennsylvania
$9.1M -$171K -5,609 -2%
Northern Trust
25
Northern Trust
Illinois
$8.76M +$44K +1,445 +0.4%

CMCO Hedge Fund Activity: Q3 2022 in Review

143 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2022, worth a combined $719M — down 8.3% from $785M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of CMCO and 10 opened new positions — a net loss of 15 holders — while 44 trimmed existing stakes and 67 added.

The largest buyer was Goldman Sachs, adding an estimated $7.33M. The largest seller was Neumeier Poma Investment Counsel, cutting an estimated $5.94M.

  • 143 institutional investors held Columbus McKinnon (CMCO) as of Q3 2022, down from 159 in Q2 2022.
  • Funds reported $719M of Columbus McKinnon stock for Q3 2022, down 8.3% quarter-over-quarter.
  • 10 funds opened new Columbus McKinnon positions in Q3 2022 and 25 closed out, a net change of -15 holders.
  • The largest Columbus McKinnon buyer in Q3 2022 was Goldman Sachs, an estimated $7.33M added.
  • The largest Columbus McKinnon seller in Q3 2022 was Neumeier Poma Investment Counsel, an estimated $5.94M sold.

Based on aggregated 13F filings for Q3 2022.