Columbus McKinnon
CMCO
155 hedge funds and large institutions have $847M invested in Columbus McKinnon in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 63 increasing their positions, 45 reducing their positions, and 13 closing their positions.
115% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 13
40% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 45
18% more capital invested
Capital invested by funds: $719M → $847M (+$127M)
8% more funds holding
Funds holding: 143 → 155 (+12)
4.98% less ownership
Funds ownership: 96.05% → 91.08% (-5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$29.6M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$6.16M |
| 3 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$5.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$4.39M |
| 5 |
Two Sigma Advisers
New York
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$25.8M |
| 2 |
Goldman Sachs
New York
|
-$5.27M |
| 3 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
-$4.8M |
| 4 |
Nuveen
Charlotte,
North Carolina
|
-$4.1M |
| 5 |
OCM
Orchard Capital Management
Chicago,
Illinois
|
-$3.73M |
CMCO Hedge Fund Activity: Q4 2022 in Review
155 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2022, worth a combined $847M — up 18% from $719M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new CMCO positions and 13 closed out — a net gain of 15 holders — while 63 added to existing stakes and 45 trimmed.
The largest buyer was Franklin Resources, adding an estimated $29.6M. The largest seller was Westwood Holdings Group, exiting entirely with an estimated $25.8M sold.
- 155 institutional investors held Columbus McKinnon (CMCO) as of Q4 2022, up from 143 in Q3 2022.
- Funds reported $847M of Columbus McKinnon stock for Q4 2022, up 18% quarter-over-quarter.
- 28 funds opened new Columbus McKinnon positions in Q4 2022 and 13 closed out, a net change of +15 holders.
- The largest Columbus McKinnon buyer in Q4 2022 was Franklin Resources, an estimated $29.6M added.
- The largest Columbus McKinnon seller in Q4 2022 was Westwood Holdings Group, an estimated $25.8M sold.
Based on aggregated 13F filings for Q4 2022.