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Columbus McKinnon

153 hedge funds and large institutions have $1.03B invested in Columbus McKinnon in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 49 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $847M → $1.03B (+$184M)

20% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 49

0.12% less ownership

Funds ownership: 97.11%97% (-0.12%)

2% less funds holding

Funds holding: 156153 (-3)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
59
Reduced
49
Closed
15
Calls
$389K
Puts
Net Calls
+$389K
Net Calls Change
+$389K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$84.2M -$917K -25,306 -1%
Franklin Resources
2
Franklin Resources
California
$69.2M +$20.1M +553,307 +42%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$66.6M +$2.25M +62,205 +4%
Macquarie Group
4
Macquarie Group
Australia
$57.2M +$1.34M +36,868 +2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$55.8M +$2.96M +81,586 +6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$45.3M +$2.17M +59,845 +5%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$44.6M -$3.85M -106,300 -8%
Victory Capital Management
8
Victory Capital Management
Texas
$43.3M -$7.07M -195,017 -14%
GKIM
9
GW&K Investment Management
Massachusetts
$40.4M +$1.03M +28,498 +3%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$40M -$4.18M -115,391 -10%
Goldman Sachs
11
Goldman Sachs
New York
$33.2M -$5.22M -144,143 -14%
SFM
12
Systematic Financial Management
New Jersey
$26.2M -$171K -4,708 -0.7%
Lazard Asset Management
13
Lazard Asset Management
New York
$24.7M -$5.07M -139,917 -17%
State Street
14
State Street
Massachusetts
$22.1M +$475K +13,106 +2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$21.2M +$993K +27,397 +5%
ACB
16
Aristotle Capital Boston
Massachusetts
$20.4M +$78.2K +2,157 +0.4%
GIM
17
Granahan Investment Management
Massachusetts
$20.2M -$435K -11,992 -2%
NPIC
18
Neumeier Poma Investment Counsel
California
$17.3M +$883K +24,365 +6%
Bank of America
19
Bank of America
North Carolina
$15.9M +$185K +5,106 +1%
CIP
20
Chartwell Investment Partners
Pennsylvania
$14.8M -$404K -11,159 -3%
SBH
21
Segall Bryant & Hamill
Illinois
$14.5M -$192K -5,288 -1%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$13.4M +$4.38M +120,834 +50%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$12.9M -$2.2M -60,724 -15%
Charles Schwab
24
Charles Schwab
California
$12.8M +$331K +9,122 +3%
Northern Trust
25
Northern Trust
Illinois
$12.3M -$163K -4,506 -1%

CMCO Hedge Fund Activity: Q1 2023 in Review

153 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2023, worth a combined $1.03B — up 22% from $847M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CMCO and 13 opened new positions — a net loss of 2 holders — while 49 trimmed existing stakes and 59 added.

The largest buyer was Franklin Resources, adding an estimated $20.1M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $14.2M sold.

  • 153 institutional investors held Columbus McKinnon (CMCO) as of Q1 2023, down from 156 in Q4 2022.
  • Funds reported $1.03B of Columbus McKinnon stock for Q1 2023, up 22% quarter-over-quarter.
  • 13 funds opened new Columbus McKinnon positions in Q1 2023 and 15 closed out, a net change of -2 holders.
  • The largest Columbus McKinnon buyer in Q1 2023 was Franklin Resources, an estimated $20.1M added.
  • The largest Columbus McKinnon seller in Q1 2023 was TimesSquare Capital Management, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2023.