Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Columbus Mckinnon Corp N Y (CMCO)

196 + Investors. Track Smart Money conviction in CMCO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — CMCO

Based on 199 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added CMCO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
199 hedge funds hold CMCO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CMCO is almost the same as a year ago (-6 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

104 buying94 selling
Last quarter: 104 funds bought or added vs 94 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~35 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 45 → 23 → 32 → 35. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 29% medium ■ 18% new
106 out of 199 hedge funds have held CMCO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +6%, value -15%

Value
-15%
Shares
+5%
Last quarter: funds added +6% more shares while total portfolio value only changed -15%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~35 new funds/quarter

64 → 45 → 23 → 32 → 35 new funds/Q
New funds entering each quarter: 45 → 23 → 32 → 35. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 59% veterans vs 28% newcomers

■ 59% veterans ■ 13% 1-2yr ■ 28% new
Entry-cohort mix of 205 holders: 120 (59%) are 2+ year veterans, 27 entered 1–2 years ago, and 58 (28%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
40 of 197 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CMCO

In 2026 Q1, 104 hedge funds were net buyers of CMCO (35 opened a new position, 69 added to an existing one), while 94 reduced or exited (65 trimmed, 29 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 31% of total institutional value in CMCO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 199.

Hedge Fund Ownership: CMCO

How many hedge funds hold CMCO — quarterly history vs. share price
Quarterly hedge fund ownership of CMCO vs. share price

Market Analysis: CMCO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CMCO

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Columbus Mckinnon Corp N Y (CMCO) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CMCO has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
CMCO
-4.8%
XLI
+8.9%

CMCO outperformed XLI by -13.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
CMCO
-3.2%
XLI
+329.7%

Since the filing became public, CMCO outperformed XLI by -332.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 1 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: CMCO
196 + Investors

Track Smart Money conviction in CMCO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 196 193 1.55%
13F Shares 27M 26M 5.47%
Total Value $380M $449M -15.23%
New Positions 33 32 +1
Increased Positions 68 71 -3
Closed Positions 30 27 +3
Reduced Positions 64 65 -1
Total Calls 3 2 50.0%
Total Puts 5 0 100%
PUT/CALL Ratio 1.67 0.0 Bearish

Statistics: CMCO

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

196 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CMCO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CMCO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Bernzott Capital Advisors 3.16% 453,852 $6.6M
2 Stanley Capital Management, LLC 1.76% 725,000 $10.5M
3 Blue Grotto Capital, LLC 1.64% 981,073 $14.3M
4 Van Den Berg Management I, Inc 1.59% 478,328 $7.0M
5 CM Management, LLC 1.09% 90,000 $1.3M
6 Diameter Capital Partners LP 0.97% 715,783 $10.4M
7 Heartland Advisors Inc 0.51% 694,050 $10.1M
8 Essex Investment Management Co LLC 0.49% 211,707 $3.1M
9 Palogic Value Management, L.P. 0.46% 75,000 $1.1M
10 SummerHaven Investment Management, LLC 0.39% 43,525 $632K
11 Access Investment Management LLC 0.32% 83,100 $1.2M
12 EntryPoint Capital, LLC 0.25% 59,028 $858K
13 Isthmus Partners, LLC 0.19% 124,049 $1.8M
14 CastleKnight Management LP 0.15% 626,100 $9.1M
15 Hillsdale Investment Management Inc. 0.15% 370,728 $5.4M
16 RBF Capital, LLC 0.11% 143,200 $2.1M
17 K2 Principal Fund, L.P. 0.10% 101,000 $1.5M
18 K2 Principal Fund, L.P. 0.10% 100,000 $1.5M
19 Systematic Financial Management LP 0.10% 290,603 $4.2M
20 Legato Capital Management LLC 0.09% 66,389 $965K
21 Dynamic Technology Lab Private Ltd 0.07% 31,603 $459K
22 Odyssean, LLC 0.07% 13,725 $199K
23 Virtus Advisers, LLC 0.07% 10,450 $152K
24 Nebula Research & Development LLC 0.07% 51,209 $782K
25 Pacific Ridge Capital Partners, LLC 0.06% 20,044 $291K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Columbus Mckinnon Corp N Y (CMCO)

What does the Smart Money Trend signal show for CMCO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added CMCO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CMCO?

Slight buying edge — 53% buying: Last quarter: 104 funds bought or added vs 94 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CMCO holders?

Strong quality — 31% AUM from major funds: 40 of 197 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CMCO?

53% of holders stayed for 2+ years: 106 out of 199 hedge funds have held CMCO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Columbus Mckinnon Corp N Y (CMCO) following the 2026 Q1 hedge fund 13F filings?

As of today, CMCO has moved -3.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +329.7% for the XLI sector ETF — an outperformance of -332.9%. Since the quarter end (March 31, 2026), CMCO has gained -4.8% vs +8.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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