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Columbus McKinnon

191 hedge funds and large institutions have $1.09B invested in Columbus McKinnon in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 70 increasing their positions, 65 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 14

13% more capital invested

Capital invested by funds: $962M → $1.09B (+$125M)

10% more funds holding

Funds holding: 174191 (+17)

8% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 65

0.94% more ownership

Funds ownership: 96.02%96.95% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
191
Holders Change
+17
Holders Change %
+9.77%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
70
Reduced
65
Closed
14
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$95.4M +$949K +27,039 +1%
BlackRock
2
BlackRock
New York
$92.9M +$5.93M +168,944 +8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$71.9M +$479K +13,630 +0.7%
Macquarie Group
4
Macquarie Group
Australia
$63.3M -$120K -3,427 -0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$60.1M +$1.12M +31,874 +2%
GKIM
6
GW&K Investment Management
Massachusetts
$38.8M -$1.43M -40,694 -4%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$37.5M -$473K -13,465 -1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$35.1M -$11.8M -335,198 -27%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$34.8M -$1.17M -33,215 -4%
SFM
10
Systematic Financial Management
New Jersey
$28.9M -$170K -4,830 -0.6%
State Street
11
State Street
Massachusetts
$25.2M +$1.1M +31,244 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24.7M +$947K +26,976 +4%
Morgan Stanley
13
Morgan Stanley
New York
$23.5M +$18.1M +516,391 +606%
ACB
14
Aristotle Capital Boston
Massachusetts
$22.4M +$587K +16,707 +3%
GIM
15
Granahan Investment Management
Massachusetts
$20.8M -$301K -8,580 -2%
NPIC
16
Neumeier Poma Investment Counsel
California
$19.7M -$196K -5,595 -1%
Bank of America
17
Bank of America
North Carolina
$17.3M +$855K +24,350 +6%
Mirae Asset Global Investments
18
Mirae Asset Global Investments
South Korea
$16.6M -$132K -3,762 -0.9%
Goldman Sachs
19
Goldman Sachs
New York
$15.8M -$4.09M -116,470 -22%
SBH
20
Segall Bryant & Hamill
Illinois
$15.1M -$35.7K -1,018 -0.3%
Lazard Asset Management
21
Lazard Asset Management
New York
$14.7M +$303K +8,616 +2%
CIP
22
Chartwell Investment Partners
Pennsylvania
$14M -$425K -12,095 -3%
Charles Schwab
23
Charles Schwab
California
$14M +$180K +5,125 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$13.2M +$30.1K +858 +0.3%
Northern Trust
25
Northern Trust
Illinois
$13.1M -$134K -3,820 -1%

CMCO Hedge Fund Activity: Q4 2023 in Review

191 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2023, worth a combined $1.09B — up 13% from $962M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CMCO positions and 14 closed out — a net gain of 20 holders — while 70 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.1M. The largest seller was Victory Capital Management, cutting an estimated $26.8M.

  • 191 institutional investors held Columbus McKinnon (CMCO) as of Q4 2023, up from 174 in Q3 2023.
  • Funds reported $1.09B of Columbus McKinnon stock for Q4 2023, up 13% quarter-over-quarter.
  • 34 funds opened new Columbus McKinnon positions in Q4 2023 and 14 closed out, a net change of +20 holders.
  • The largest Columbus McKinnon buyer in Q4 2023 was Morgan Stanley, an estimated $18.1M added.
  • The largest Columbus McKinnon seller in Q4 2023 was Victory Capital Management, an estimated $26.8M sold.

Based on aggregated 13F filings for Q4 2023.