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Graham Holdings Company

216 hedge funds and large institutions have $1.85B invested in Graham Holdings Company in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 56 increasing their positions, 87 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

1.07% more ownership

Funds ownership: 82.24%83.32% (+1.1%)

5% less capital invested

Capital invested by funds: $1.94B → $1.85B (-$91.6M)

3% less funds holding

Funds holding: 223216 (-7)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

36% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 87

Holders
216
Holders Change
-7
Holders Change %
-3.14%
% of All Funds
5.76%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
21
Increased
56
Reduced
87
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Southpoint Capital Advisors
New York
$12M +$11.9M +25,000 New
First Trust Advisors
27
First Trust Advisors
Illinois
$11.7M -$19.5M -41,033 -63%
AI
28
Ariel Investments
Illinois
$11.7M +$290K +609 +3%
MTB
29
Mizuho Trust & Banking
Japan
$11.1M +$11.1M +23,200 New
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$10.5M +$8.43M +17,688 +414%
NFA
31
Nationwide Fund Advisors
Ohio
$9.92M +$194K +407 +2%
WG
32
Winton Group
United Kingdom
$9.91M -$1.93M -4,046 -16%
GI
33
GAMCO Investors
Connecticut
$9.11M -$2.72M -5,710 -23%
PPA
34
Parametric Portfolio Associates
Washington
$8.26M +$1.95M +4,096 +31%
TSP
35
Tappan Street Partners
Illinois
$7.92M -$238K -500 -3%
PAM
36
Panagora Asset Management
Massachusetts
$7.53M -$621K -1,303 -8%
Ameriprise
37
Ameriprise
Minnesota
$7.31M -$389K -816 -5%
Charles Schwab
38
Charles Schwab
California
$6.88M -$277K -581 -4%
Deutsche Bank
39
Deutsche Bank
Germany
$6.86M +$1.36M +2,856 +25%
Principal Financial Group
40
Principal Financial Group
Iowa
$6.76M +$288K +605 +4%
GF
41
Gabelli Funds
New York
$6.55M -$2.24M -4,700 -26%
BIM
42
BlackRock Investment Management
Delaware
$5.77M -$158K -331 -3%
Prudential Financial
43
Prudential Financial
New Jersey
$5.69M +$2.13M +4,470 +60%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$5.63M +$476K +1,000 +9%
Ninety One (UK)
45
Ninety One (UK)
United Kingdom
$5.57M -$6.59M -13,833 -54%
SIC
46
Schwartz Investment Counsel
Michigan
$5.47M
Axa
47
Axa
France
$4.68M -$535K -1,123 -10%
Truist Financial
48
Truist Financial
North Carolina
$4.61M
Capital Fund Management (CFM)
49
Capital Fund Management (CFM)
France
$4.51M
Two Sigma Advisers
50
Two Sigma Advisers
New York
$4.36M +$47.6K +100 +1%

GHC Hedge Fund Activity: Q1 2016 in Review

216 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Graham Holdings Company (GHC) for Q1 2016, worth a combined $1.85B — down 4.7% from $1.94B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of GHC and 21 opened new positions — a net loss of 5 holders — while 87 trimmed existing stakes and 56 added.

The largest buyer was Newtyn Management, opening a new position worth an estimated $16.7M. The largest seller was Bank of America, cutting an estimated $40.5M.

  • 216 institutional investors held Graham Holdings Company (GHC) as of Q1 2016, down from 223 in Q4 2015.
  • Funds reported $1.85B of Graham Holdings Company stock for Q1 2016, down 4.7% quarter-over-quarter.
  • 21 funds opened new Graham Holdings Company positions in Q1 2016 and 26 closed out, a net change of -5 holders.
  • The largest Graham Holdings Company buyer in Q1 2016 was Newtyn Management, an estimated $16.7M added.
  • The largest Graham Holdings Company seller in Q1 2016 was Bank of America, an estimated $40.5M sold.

Based on aggregated 13F filings for Q1 2016.