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Graham Holdings Company
GHC

217 hedge funds and large institutions have $1.97B invested in Graham Holdings Company in 2016 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 70 increasing their positions, 58 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 19

21% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 58

4% more funds holding

Funds holding: 209 → 217 (+8)

5% more capital invested

Capital invested by funds: $1.88B → $1.97B (+$91M)

1.43% less ownership

Funds ownership: 84.11% → 82.68% (-1.4%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
217
Holders Change
+8
Holders Change %
+3.83%
% of All Funds
5.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
30
Increased
70
Reduced
58
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FMI
Fiduciary Management Inc
Wisconsin
+$19.5M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11.8M
3
BFA
BlackRock Fund Advisors
California
+$9.08M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$7.8M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.91M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$68M
2
NM
Newtyn Management
New York
-$18.5M
3
Fidelity International
Fidelity International
Bermuda
-$14.7M
4
MTB
Mizuho Trust & Banking
Japan
-$11.2M
5
SAM
Southeastern Asset Management
Tennessee
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
176
Benjamin F. Edwards & Company
Missouri
$102K – – –
RCM
177
Riverhead Capital Management
Delaware
$102K – – –
TAM
178
Tyers Asset Management
Texas
$100K +$95.5K +196 New
NA
179
Neuburgh Advisers
California
$79K +$75K +154 New
WAM
180
Westport Asset Management
Connecticut
$77K +$73.1K +150 New
EWM
181
Endurance Wealth Management
Rhode Island
$76K – – –
Zurich Cantonal Bank
182
Zurich Cantonal Bank
Switzerland
$69K – – –
MCIM
183
Meadow Creek Investment Management
Georgia
$57K +$54.6K +112 New
AAM
184
Advisors Asset Management
Colorado
$51K – – –
LTFS
185
Ladenburg Thalmann Financial Services
Florida
$31K – – –
SIG
186
Stanford Investment Group
California
$29K – – –
Lazard Asset Management
187
Lazard Asset Management
New York
$25K – – –
Nomura Asset Management
188
Nomura Asset Management
Japan
$24K +$22.4K +46 New
YWP
189
YorkBridge Wealth Partners
New York
$24K +$24.4K +50 New
HNB
190
Huntington National Bank
Ohio
$18K – – –
WCBA
191
Weaver C. Barksdale & Associates
Tennessee
$17K +$2.44K +5 +18%
Bessemer Group
192
Bessemer Group
New Jersey
$14K – – –
AC
193
Alexandria Capital
Virginia
$13K – – –
PA
194
Parallel Advisors
California
$13K +$12.7K +26 New
Creative Planning
195
Creative Planning
Kansas
$11K +$4.38K +9 +75%
CHP
196
Cable Hill Partners
Oregon
$10K – – –
TCOV
197
Trust Company of Vermont
Vermont
$10K – – –
AIL
198
AGF Investments LLC
Ontario, Canada
$10K +$8.77K +18 New
VCM
199
Versant Capital Management
Arizona
$9K -$1.46K -3 -14%
GAM
200
Gemmer Asset Management
California
$9K +$2.44K +5 +38%
6 7
8
9 10

GHC Hedge Fund Activity: Q4 2016 in Review

217 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Graham Holdings Company (GHC) for Q4 2016, worth a combined $1.97B — up 4.8% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new GHC positions and 19 closed out — a net gain of 11 holders — while 70 added to existing stakes and 58 trimmed.

The largest buyer was Fiduciary Management Inc, adding an estimated $19.5M. The largest seller was Capital Research Global Investors, cutting an estimated $68M.

  • 217 institutional investors held Graham Holdings Company (GHC) as of Q4 2016, up from 209 in Q3 2016.
  • Funds reported $1.97B of Graham Holdings Company stock for Q4 2016, up 4.8% quarter-over-quarter.
  • 30 funds opened new Graham Holdings Company positions in Q4 2016 and 19 closed out, a net change of +11 holders.
  • The largest Graham Holdings Company buyer in Q4 2016 was Fiduciary Management Inc, an estimated $19.5M added.
  • The largest Graham Holdings Company seller in Q4 2016 was Capital Research Global Investors, an estimated $68M sold.

Based on aggregated 13F filings for Q4 2016.