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Columbus McKinnon

200 hedge funds and large institutions have $1.08B invested in Columbus McKinnon in 2024 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 65 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 65

7% more capital invested

Capital invested by funds: $1.01B → $1.08B (+$73.8M)

4.29% more ownership

Funds ownership: 96.93%101.22% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 207200 (-7)

11% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 38

69% less call options, than puts

Call options by funds: $223K | Put options by funds: $718K

Holders
200
Holders Change
-7
Holders Change %
-3.38%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
75
Reduced
65
Closed
38
Calls
$223K
Puts
$718K
Net Calls
-$495K
Net Calls Change
-$495K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$87.1M -$1.77M -48,831 -2%
Macquarie Group
2
Macquarie Group
Australia
$74.7M -$246K -6,771 -0.3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$70.3M -$430K -11,851 -0.6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$60M +$710K +19,550 +1%
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$57.6M +$6.7M +184,615 +14%
GKIM
6
GW&K Investment Management
Massachusetts
$46.8M +$426K +11,748 +0.9%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$37.1M -$288K -7,921 -0.8%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$33.4M -$608K -16,742 -2%
SFM
9
Systematic Financial Management
New Jersey
$30.9M +$1.7M +46,806 +6%
Victory Capital Management
10
Victory Capital Management
Texas
$27.5M +$14.5M +398,826 +118%
SBH
11
Segall Bryant & Hamill
Illinois
$27.2M +$12.9M +356,232 +95%
VNIM
12
Vaughan Nelson Investment Management
Texas
$26.4M +$25.7M +709,335 New
ACB
13
Aristotle Capital Boston
Massachusetts
$26.1M +$4.13M +113,685 +19%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$25.4M -$250K -6,895 -1%
State Street
15
State Street
Massachusetts
$24.9M +$764K +21,044 +3%
Mirae Asset Global ETFs Holdings
16
Mirae Asset Global ETFs Holdings
Hong Kong
$23.3M +$1.21M +33,302 +6%
Bank of America
17
Bank of America
North Carolina
$22.8M +$261K +7,201 +1%
Invesco
18
Invesco
Georgia
$17M +$11.2M +307,355 +208%
PAIM
19
Punch & Associates Investment Management
Minnesota
$15.9M -$112K -3,075 -0.7%
Charles Schwab
20
Charles Schwab
California
$15.4M +$792K +21,830 +6%
Fisher Asset Management
21
Fisher Asset Management
Washington
$15.2M +$6.19M +170,595 +72%
Raymond James Financial
22
Raymond James Financial
Florida
$14.8M +$14.4M +397,392 New
N
23
Nuveen
North Carolina
$12.4M -$4.05M -111,687 -25%
GIM
24
Granahan Investment Management
Massachusetts
$10.6M -$2.46M -67,857 -19%
Northern Trust
25
Northern Trust
Illinois
$10.4M +$1.1M +30,176 +12%

CMCO Hedge Fund Activity: Q4 2024 in Review

200 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Columbus McKinnon (CMCO) for Q4 2024, worth a combined $1.08B — up 7.3% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CMCO and 34 opened new positions — a net loss of 4 holders — while 65 trimmed existing stakes and 75 added.

The largest buyer was Vaughan Nelson Investment Management, opening a new position worth an estimated $25.7M. The largest seller was Fidelity Investments, cutting an estimated $17.1M.

  • 200 institutional investors held Columbus McKinnon (CMCO) as of Q4 2024, down from 207 in Q3 2024.
  • Funds reported $1.08B of Columbus McKinnon stock for Q4 2024, up 7.3% quarter-over-quarter.
  • 34 funds opened new Columbus McKinnon positions in Q4 2024 and 38 closed out, a net change of -4 holders.
  • The largest Columbus McKinnon buyer in Q4 2024 was Vaughan Nelson Investment Management, an estimated $25.7M added.
  • The largest Columbus McKinnon seller in Q4 2024 was Fidelity Investments, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2024.