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Columbus McKinnon

205 hedge funds and large institutions have $1.22B invested in Columbus McKinnon in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 67 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

79% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 19

12% more capital invested

Capital invested by funds: $1.09B → $1.22B (+$136M)

7% more funds holding

Funds holding: 191205 (+14)

1.42% less ownership

Funds ownership: 96.95%95.53% (-1.4%)

11% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 75

Holders
205
Holders Change
+14
Holders Change %
+7.33%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
67
Reduced
75
Closed
19
Calls
$424K
Puts
Net Calls
+$424K
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$128M +$17.1M +423,821 +17%
BlackRock
2
BlackRock
New York
$105M -$1.11M -27,441 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$84.1M +$1.67M +41,305 +2%
Macquarie Group
4
Macquarie Group
Australia
$70.5M -$1.74M -43,026 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$69.5M +$654K +16,174 +1%
GKIM
6
GW&K Investment Management
Massachusetts
$56.5M +$11M +272,311 +27%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$42.9M -$2.06K -51 -0%
Lord, Abbett & Co
8
Lord, Abbett & Co
New Jersey
$39.8M -$1.54K -38 -0%
SFM
9
Systematic Financial Management
New Jersey
$32.7M -$352K -8,705 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$29.2M +$802K +19,836 +3%
State Street
11
State Street
Massachusetts
$28.7M -$63.8K -1,578 -0.2%
ACB
12
Aristotle Capital Boston
Massachusetts
$26.2M +$440K +10,883 +2%
GIM
13
Granahan Investment Management
Massachusetts
$21.8M -$1.75M -43,257 -8%
N
14
Nuveen
North Carolina
$21.2M +$10.2M +253,164 +114%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$20.2M -$18.1M -446,987 -50%
Bank of America
16
Bank of America
North Carolina
$20.1M +$326K +8,063 +2%
NPIC
17
Neumeier Poma Investment Counsel
California
$19.9M -$2.43M -59,985 -12%
PAIM
18
Punch & Associates Investment Management
Minnesota
$18.7M +$4.21M +104,118 +33%
SBH
19
Segall Bryant & Hamill
Illinois
$17M -$297K -7,347 -2%
Charles Schwab
20
Charles Schwab
California
$16.2M +$234K +5,780 +2%
Goldman Sachs
21
Goldman Sachs
New York
$15.4M -$2.38M -58,894 -15%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$14.9M -$137K -3,390 -1%
CIP
23
Chartwell Investment Partners
Pennsylvania
$13.2M -$2.57M -63,455 -18%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$13M -$2.55M -62,989 -15%
Northern Trust
25
Northern Trust
Illinois
$11.5M -$3.13M -77,470 -23%

CMCO Hedge Fund Activity: Q1 2024 in Review

205 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q1 2024, worth a combined $1.22B — up 12% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CMCO positions and 19 closed out — a net gain of 15 holders — while 67 added to existing stakes and 75 trimmed.

The largest buyer was Franklin Resources, adding an estimated $17.1M. The largest seller was Fidelity Investments, cutting an estimated $18.1M.

  • 205 institutional investors held Columbus McKinnon (CMCO) as of Q1 2024, up from 191 in Q4 2023.
  • Funds reported $1.22B of Columbus McKinnon stock for Q1 2024, up 12% quarter-over-quarter.
  • 34 funds opened new Columbus McKinnon positions in Q1 2024 and 19 closed out, a net change of +15 holders.
  • The largest Columbus McKinnon buyer in Q1 2024 was Franklin Resources, an estimated $17.1M added.
  • The largest Columbus McKinnon seller in Q1 2024 was Fidelity Investments, an estimated $18.1M sold.

Based on aggregated 13F filings for Q1 2024.