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Graham Holdings Company
GHC

247 hedge funds and large institutions have $2.1B invested in Graham Holdings Company in 2024 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 75 increasing their positions, 90 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $1.96B → $2.1B (+$139M)

1% more funds holding

Funds holding: 245 → 247 (+2)

0.25% less ownership

Funds ownership: 78.78% → 78.53% (-0.25%)

17% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 90

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.56%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
24
Increased
75
Reduced
90
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$14.8M
2
SAG
SageView Advisory Group
California
+$5.81M
3
Franklin Resources
Franklin Resources
California
+$4.95M
4
CA
Cetera Advisors
Colorado
+$4.9M
5
Barclays
Barclays
United Kingdom
+$3.99M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$24.2M
2
BlackRock
BlackRock
New York
-$10.6M
3
ILCM
Ivy Lane Capital Management
Florida
-$7.59M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$3.88M
5
Goldman Sachs
Goldman Sachs
New York
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
251
HRT Financial
New York
– -$1.3M -1,868 Closed
Skandinaviska Enskilda Banken (SEB)
252
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$1.18M -1,700 Closed
Allianz Asset Management
253
Allianz Asset Management
Germany
– -$861K -1,236 Closed
CT
254
ClearAlpha Technologies
Connecticut
– -$841K -1,207 Closed
GRQ
255
Gardner Russo & Quinn
Pennsylvania
– -$808K -1,161 Closed
CWA
256
Carolina Wealth Advisors
South Carolina
– -$692K -993 Closed
GCP
257
GSA Capital Partners
United Kingdom
– -$607K -871 Closed
CIS
258
Custom Index Systems
New York
– -$390K -560 Closed
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
– -$329K -473 Closed
GS
260
GTS Securities
New York
– -$260K -374 Closed
XT
261
XTX Topco
Cayman Islands
– -$258K -370 Closed
WWM
262
Western Wealth Management
Colorado
– -$233K -334 Closed
TI
263
Truepoint Inc
Ohio
– -$217K -312 Closed
ASN
264
Advisory Services Network
Georgia
– -$48.8K -70 Closed
BTI
265
Blue Trust Inc
Georgia
– -$5K -9 Closed
TWM
266
Tradition Wealth Management
Minnesota
– -$4K -6 Closed
AF
267
Advisornet Financial
Minnesota
– -$697 -1 Closed
7 8 9 10
11

GHC Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Graham Holdings Company (GHC) for Q1 2024, worth a combined $2.1B — up 7.1% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new GHC positions and 20 closed out — a net gain of 4 holders — while 75 added to existing stakes and 90 trimmed.

The largest buyer was Vanguard Group, adding an estimated $14.8M. The largest seller was Morgan Stanley, cutting an estimated $24.2M.

  • 247 institutional investors held Graham Holdings Company (GHC) as of Q1 2024, up from 245 in Q4 2023.
  • Funds reported $2.1B of Graham Holdings Company stock for Q1 2024, up 7.1% quarter-over-quarter.
  • 24 funds opened new Graham Holdings Company positions in Q1 2024 and 20 closed out, a net change of +4 holders.
  • The largest Graham Holdings Company buyer in Q1 2024 was Vanguard Group, an estimated $14.8M added.
  • The largest Graham Holdings Company seller in Q1 2024 was Morgan Stanley, an estimated $24.2M sold.

Based on aggregated 13F filings for Q1 2024.