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Columbus McKinnon
CMCO

174 hedge funds and large institutions have $962M invested in Columbus McKinnon in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 67 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

24% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 54

4% more funds holding

Funds holding: 167 → 174 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.45% less ownership

Funds ownership: 96.47% → 96.02% (-0.45%)

14% less capital invested

Capital invested by funds: $1.12B → $962M (-$162M)

Holders
174
Holders Change
+7
Holders Change %
+4.19%
% of All Funds
2.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
25
Increased
67
Reduced
54
Closed
18
Calls
$325K
Puts
–
Net Calls
+$325K
Net Calls Change
-$61K

Top Buyers

1
EA
Ellsworth Advisors
Ohio
+$3.97M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$3.26M
3
Macquarie Group
Macquarie Group
Australia
+$2.51M
4
SFM
Systematic Financial Management
New Jersey
+$1.76M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.72M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$8M
2
Victory Capital Management
Victory Capital Management
Texas
-$6.6M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.46M
4
Lazard Asset Management
Lazard Asset Management
New York
-$3.62M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
Franklin Resources
1
Franklin Resources
California
$84.4M +$226K +5,933 +0.2%
BlackRock
2
BlackRock
New York
$77.2M -$1.16M -30,390 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$63.8M +$1.05M +27,586 +2%
Macquarie Group
4
Macquarie Group
Australia
$56.8M +$2.51M +65,946 +4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$52.7M +$558K +14,621 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$43.1M -$1.1M -28,894 -2%
GKIM
7
GW&K Investment Management
Massachusetts
$36.1M -$1.39M -36,397 -3%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$34M -$318K -8,333 -0.8%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$32.3M -$1.88M -49,335 -5%
Victory Capital Management
10
Victory Capital Management
Texas
$27.9M -$6.6M -172,990 -18%
SFM
11
Systematic Financial Management
New Jersey
$26M +$1.76M +46,040 +7%
State Street
12
State Street
Massachusetts
$21.4M +$149K +3,915 +0.6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$21.2M +$837K +21,947 +4%
ACB
14
Aristotle Capital Boston
Massachusetts
$19.5M +$80.4K +2,109 +0.4%
GIM
15
Granahan Investment Management
Massachusetts
$18.9M +$709K +18,590 +4%
Goldman Sachs
16
Goldman Sachs
New York
$18.2M -$8M -209,660 -29%
NPIC
17
Neumeier Poma Investment Counsel
California
$17.9M +$542K +14,220 +3%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$15M +$1.37M +35,998 +9%
Bank of America
19
Bank of America
North Carolina
$14.6M +$451K +11,815 +3%
SBH
20
Segall Bryant & Hamill
Illinois
$13.6M +$168K +4,410 +1%
CIP
21
Chartwell Investment Partners
Pennsylvania
$12.9M -$614K -16,113 -4%
Lazard Asset Management
22
Lazard Asset Management
New York
$12.8M -$3.62M -94,848 -21%
Charles Schwab
23
Charles Schwab
California
$12.3M +$319K +8,360 +2%
Northern Trust
24
Northern Trust
Illinois
$11.9M +$118K +3,091 +0.9%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$11.7M -$1.08M -28,290 -8%
1
2 3 4 5

CMCO Hedge Fund Activity: Q3 2023 in Review

174 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2023, worth a combined $962M — down 14% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CMCO positions and 18 closed out — a net gain of 7 holders — while 67 added to existing stakes and 54 trimmed.

The largest buyer was Ellsworth Advisors, opening a new position worth an estimated $3.97M. The largest seller was Goldman Sachs, cutting an estimated $8M.

  • 174 institutional investors held Columbus McKinnon (CMCO) as of Q3 2023, up from 167 in Q2 2023.
  • Funds reported $962M of Columbus McKinnon stock for Q3 2023, down 14% quarter-over-quarter.
  • 25 funds opened new Columbus McKinnon positions in Q3 2023 and 18 closed out, a net change of +7 holders.
  • The largest Columbus McKinnon buyer in Q3 2023 was Ellsworth Advisors, an estimated $3.97M added.
  • The largest Columbus McKinnon seller in Q3 2023 was Goldman Sachs, an estimated $8M sold.

Based on aggregated 13F filings for Q3 2023.