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Columbus McKinnon

167 hedge funds and large institutions have $1.12B invested in Columbus McKinnon in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 48 increasing their positions, 63 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 9

9% more funds holding

Funds holding: 153167 (+14)

9% more capital invested

Capital invested by funds: $1.03B → $1.12B (+$93.9M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.53% less ownership

Funds ownership: 97%96.47% (-0.53%)

24% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 63

Holders
167
Holders Change
+14
Holders Change %
+9.15%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
48
Reduced
63
Closed
9
Calls
$386K
Puts
Net Calls
+$386K
Net Calls Change
-$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$98.1M +$20.3M +550,522 +30%
BlackRock
2
BlackRock
New York
$91.2M -$825K -22,338 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$73.2M +$364K +9,851 +0.5%
Macquarie Group
4
Macquarie Group
Australia
$63.4M +$743K +20,105 +1%
Vanguard Group
5
Vanguard Group
Pennsylvania
$60.8M -$223K -6,041 -0.4%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$51.3M +$1.65M +44,765 +4%
GKIM
7
GW&K Investment Management
Massachusetts
$43.6M -$568K -15,369 -1%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$40M -$3.46M -93,725 -9%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$39.6M -$8.32M -225,145 -19%
Victory Capital Management
10
Victory Capital Management
Texas
$39.5M -$7.17M -194,055 -17%
Goldman Sachs
11
Goldman Sachs
New York
$29.7M -$6.08M -164,489 -18%
SFM
12
Systematic Financial Management
New Jersey
$28.5M -$203K -5,499 -0.8%
State Street
13
State Street
Massachusetts
$24.8M +$561K +15,188 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$23.8M +$577K +15,627 +3%
ACB
15
Aristotle Capital Boston
Massachusetts
$22.6M +$251K +6,804 +1%
GIM
16
Granahan Investment Management
Massachusetts
$21.2M -$777K -21,028 -4%
NPIC
17
Neumeier Poma Investment Counsel
California
$20.2M +$1.15M +31,010 +7%
Lazard Asset Management
18
Lazard Asset Management
New York
$18.8M -$7.44M -201,417 -30%
Bank of America
19
Bank of America
North Carolina
$16.5M -$768K -20,773 -5%
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$16M +$1.18M +31,857 +9%
CIP
21
Chartwell Investment Partners
Pennsylvania
$15.7M -$387K -10,473 -3%
SBH
22
Segall Bryant & Hamill
Illinois
$15.6M -$182K -4,934 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$14.8M +$643K +17,390 +5%
Charles Schwab
24
Charles Schwab
California
$14M -$37.8K -1,024 -0.3%
Northern Trust
25
Northern Trust
Illinois
$13.7M +$257K +6,960 +2%

CMCO Hedge Fund Activity: Q2 2023 in Review

167 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q2 2023, worth a combined $1.12B — up 9.1% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CMCO positions and 9 closed out — a net gain of 14 holders — while 48 added to existing stakes and 63 trimmed.

The largest buyer was Franklin Resources, adding an estimated $20.3M. The largest seller was Lord, Abbett & Co, cutting an estimated $8.32M.

  • 167 institutional investors held Columbus McKinnon (CMCO) as of Q2 2023, up from 153 in Q1 2023.
  • Funds reported $1.12B of Columbus McKinnon stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 23 funds opened new Columbus McKinnon positions in Q2 2023 and 9 closed out, a net change of +14 holders.
  • The largest Columbus McKinnon buyer in Q2 2023 was Franklin Resources, an estimated $20.3M added.
  • The largest Columbus McKinnon seller in Q2 2023 was Lord, Abbett & Co, an estimated $8.32M sold.

Based on aggregated 13F filings for Q2 2023.