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Columbus McKinnon

207 hedge funds and large institutions have $1.01B invested in Columbus McKinnon in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 87 increasing their positions, 69 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

26% more repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 69

5% more capital invested

Capital invested by funds: $958M → $1.01B (+$49.5M)

0.85% more ownership

Funds ownership: 96.08%96.93% (+0.85%)

2% less funds holding

Funds holding: 212207 (-5)

13% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 31

Holders
207
Holders Change
-5
Holders Change %
-2.36%
% of All Funds
2.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
27
Increased
87
Reduced
69
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$85.9M +$1.8M +53,074 +2%
Macquarie Group
2
Macquarie Group
Australia
$72.4M +$14.5M +426,245 +27%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$68.4M +$326K +9,596 +0.5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$57.3M +$1.64M +48,434 +3%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$49.1M +$11.3M +334,397 +32%
GKIM
6
GW&K Investment Management
Massachusetts
$44.9M -$954K -28,112 -2%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$36.1M +$2.54M +74,831 +8%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$33.2M -$1.46M -43,105 -4%
SFM
9
Systematic Financial Management
New Jersey
$28.2M +$2.84M +83,610 +12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$24.8M +$359K +10,581 +2%
State Street
11
State Street
Massachusetts
$23.3M +$25.1K +741 +0.1%
Bank of America
12
Bank of America
North Carolina
$21.8M +$4.64M +136,920 +29%
Mirae Asset Global ETFs Holdings
13
Mirae Asset Global ETFs Holdings
Hong Kong
$21.4M +$636K +18,754 +3%
ACB
14
Aristotle Capital Boston
Massachusetts
$21.2M +$415K +12,235 +2%
Franklin Resources
15
Franklin Resources
California
$17.2M -$46.8M -1,379,672 -74%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$17.1M -$125K -3,698 -0.8%
N
17
Nuveen
North Carolina
$16M +$3.35M +98,640 +28%
PAIM
18
Punch & Associates Investment Management
Minnesota
$15.4M +$270K +7,969 +2%
Charles Schwab
19
Charles Schwab
California
$14.1M +$638K +18,802 +5%
SBH
20
Segall Bryant & Hamill
Illinois
$13.5M +$1.83M +53,825 +17%
GIM
21
Granahan Investment Management
Massachusetts
$12.7M -$3.03M -89,455 -20%
CIP
22
Chartwell Investment Partners
Pennsylvania
$12.5M +$2.15M +63,331 +22%
Victory Capital Management
23
Victory Capital Management
Texas
$12.2M +$10.4M +307,824 +1,006%
Morgan Stanley
24
Morgan Stanley
New York
$10.3M +$2.5M +73,755 +35%
MIM
25
Meros Investment Management
Texas
$9.95M +$2.17M +63,914 +30%

CMCO Hedge Fund Activity: Q3 2024 in Review

207 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q3 2024, worth a combined $1.01B — up 5.2% from $958M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of CMCO and 27 opened new positions — a net loss of 4 holders — while 69 trimmed existing stakes and 87 added.

The largest buyer was Macquarie Group, adding an estimated $14.5M. The largest seller was Franklin Resources, cutting an estimated $46.8M.

  • 207 institutional investors held Columbus McKinnon (CMCO) as of Q3 2024, down from 212 in Q2 2024.
  • Funds reported $1.01B of Columbus McKinnon stock for Q3 2024, up 5.2% quarter-over-quarter.
  • 27 funds opened new Columbus McKinnon positions in Q3 2024 and 31 closed out, a net change of -4 holders.
  • The largest Columbus McKinnon buyer in Q3 2024 was Macquarie Group, an estimated $14.5M added.
  • The largest Columbus McKinnon seller in Q3 2024 was Franklin Resources, an estimated $46.8M sold.

Based on aggregated 13F filings for Q3 2024.