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Columbus McKinnon

212 hedge funds and large institutions have $958M invested in Columbus McKinnon in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 80 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

10,933% more call options, than puts

Call options by funds: $331K | Put options by funds: $3K

33% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 27

14% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 70

3% more funds holding

Funds holding: 205212 (+7)

0.54% more ownership

Funds ownership: 95.53%96.08% (+0.54%)

22% less capital invested

Capital invested by funds: $1.22B → $958M (-$265M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
212
Holders Change
+7
Holders Change %
+3.41%
% of All Funds
3.06%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
36
Increased
80
Reduced
70
Closed
27
Calls
$331K
Puts
$3K
Net Calls
+$328K
Net Calls Change
-$96K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$80.6M -$821K -20,238 -0.9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$65.3M +$303K +7,465 +0.4%
Franklin Resources
3
Franklin Resources
California
$64.6M -$40.6M -1,000,476 -35%
Macquarie Group
4
Macquarie Group
Australia
$54.8M +$269K +6,625 +0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$53.3M -$538K -13,259 -0.9%
GKIM
6
GW&K Investment Management
Massachusetts
$44M +$303K +7,478 +0.6%
Barrow, Hanley, Mewhinney & Strauss
7
Barrow, Hanley, Mewhinney & Strauss
Texas
$35.5M +$41.7M +1,028,946 New
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$33.3M +$130K +3,200 +0.3%
Lord, Abbett & Co
9
Lord, Abbett & Co
New Jersey
$32.1M +$1.53M +37,769 +4%
SFM
10
Systematic Financial Management
New Jersey
$24.1M -$1.38M -33,957 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23.4M +$946K +23,327 +4%
State Street
12
State Street
Massachusetts
$22.3M +$147K +3,612 +0.6%
ACB
13
Aristotle Capital Boston
Massachusetts
$19.9M -$416K -10,257 -2%
Mirae Asset Global ETFs Holdings
14
Mirae Asset Global ETFs Holdings
Hong Kong
$19.8M +$23.3M +574,587 New
Fidelity Investments
15
Fidelity Investments
Massachusetts
$16.6M +$1.13M +27,896 +6%
Bank of America
16
Bank of America
North Carolina
$16.2M +$669K +16,486 +4%
GIM
17
Granahan Investment Management
Massachusetts
$15.3M -$1.94M -47,737 -10%
NPIC
18
Neumeier Poma Investment Counsel
California
$15.1M -$393K -9,695 -2%
PAIM
19
Punch & Associates Investment Management
Minnesota
$14.5M +$115K +2,830 +0.7%
Charles Schwab
20
Charles Schwab
California
$12.8M +$338K +8,330 +2%
N
21
Nuveen
North Carolina
$12M -$5.21M -128,560 -27%
Goldman Sachs
22
Goldman Sachs
New York
$11.7M -$246K -6,059 -2%
SBH
23
Segall Bryant & Hamill
Illinois
$11.1M -$2.45M -60,475 -16%
CIP
24
Chartwell Investment Partners
Pennsylvania
$9.76M -$519K -12,805 -4%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$9.63M -$2.24M -55,290 -17%

CMCO Hedge Fund Activity: Q2 2024 in Review

212 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q2 2024, worth a combined $958M — down 22% from $1.22B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new CMCO positions and 27 closed out — a net gain of 9 holders — while 80 added to existing stakes and 70 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $41.7M. The largest seller was Franklin Resources, cutting an estimated $40.6M.

  • 212 institutional investors held Columbus McKinnon (CMCO) as of Q2 2024, up from 205 in Q1 2024.
  • Funds reported $958M of Columbus McKinnon stock for Q2 2024, down 22% quarter-over-quarter.
  • 36 funds opened new Columbus McKinnon positions in Q2 2024 and 27 closed out, a net change of +9 holders.
  • The largest Columbus McKinnon buyer in Q2 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $41.7M added.
  • The largest Columbus McKinnon seller in Q2 2024 was Franklin Resources, an estimated $40.6M sold.

Based on aggregated 13F filings for Q2 2024.