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Graham Corp
GHM

88 hedge funds and large institutions have $198M invested in Graham Corp in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

16% more capital invested

Capital invested by funds: $171M → $198M (+$26.8M)

14% more funds holding

Funds holding: 77 → 88 (+11)

2.93% less ownership

Funds ownership: 79.91% → 76.98% (-2.9%)

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
2.01%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
29
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIC
AWM Investment Company
New York
+$2.33M
2
WCM
Wedge Capital Management
North Carolina
+$1.15M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.09M
4
Russell Investments Group
Russell Investments Group
United Kingdom
+$1.09M
5
TAM
THB Asset Management
Connecticut
+$944K

Top Sellers

Rank Fund Capital Flow
1
WCM Investment Management
WCM Investment Management
California
-$5.94M
2
American Century Companies
American Century Companies
Missouri
-$5.65M
3
Bank of America
Bank of America
North Carolina
-$3.19M
4
PI
Putnam Investments
Massachusetts
-$1.7M
5
RCMC
RK Capital Management (Colorado)
Colorado
-$1.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Luther King Capital Management (LKCM)
26
Luther King Capital Management (LKCM)
Texas
$1.87M – – –
Hotchkis & Wiley Capital Management
27
Hotchkis & Wiley Capital Management
California
$1.74M +$1.09M +45,509 +210%
Morgan Stanley
28
Morgan Stanley
New York
$1.51M -$181K -7,542 -11%
Charles Schwab
29
Charles Schwab
California
$1.44M +$303K +12,655 +29%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$1.27M +$1.09M +45,505 +1,198%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$1.26M +$792K +33,068 +209%
WCM
32
Wedge Capital Management
North Carolina
$1.24M +$1.15M +48,006 New
BCM
33
Bridgeway Capital Management
Texas
$1.1M – – –
PPA
34
Parametric Portfolio Associates
Washington
$1.08M +$289K +12,061 +41%
GIA
35
GHP Investment Advisors
Colorado
$1.03M +$80.2K +3,347 +9%
AA
36
Ancora Advisors
Ohio
$1.02M +$4.98K +208 +0.5%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$929K -$191K -7,977 -18%
TA
38
Teton Advisors
New York
$893K – – –
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$826K – – –
Two Sigma Advisers
40
Two Sigma Advisers
New York
$804K +$35.9K +1,500 +5%
MDCM
41
Morgan Dempsey Capital Management
Wisconsin
$779K -$64K -2,672 -8%
MC
42
Moors & Cabot
Massachusetts
$758K -$38.3K -1,597 -5%
TCIM
43
TIAA CREF Investment Management
New York
$627K -$62.4K -2,603 -10%
US Bancorp
44
US Bancorp
Minnesota
$522K -$60.2K -2,514 -11%
BFA
45
Bragg Financial Advisors
North Carolina
$492K +$10.3K +430 +2%
Deutsche Bank
46
Deutsche Bank
Germany
$472K +$146K +6,076 +50%
CHA
47
Cooper/Haims Advisors
New York
$464K – – –
GXMC
48
Global X Management Company
New York
$449K +$417K +17,399 New
TA
49
Teachers Advisors
New York
$422K – – –
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$387K – – –
1
2
3 4

GHM Hedge Fund Activity: Q2 2018 in Review

88 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q2 2018, worth a combined $198M — up 16% from $171M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GHM positions and 3 closed out — a net gain of 11 holders — while 29 added to existing stakes and 25 trimmed.

The largest buyer was AWM Investment Company, opening a new position worth an estimated $2.33M. The largest seller was WCM Investment Management, exiting entirely with an estimated $5.94M sold.

  • 88 institutional investors held Graham Corp (GHM) as of Q2 2018, up from 77 in Q1 2018.
  • Funds reported $198M of Graham Corp stock for Q2 2018, up 16% quarter-over-quarter.
  • 14 funds opened new Graham Corp positions in Q2 2018 and 3 closed out, a net change of +11 holders.
  • The largest Graham Corp buyer in Q2 2018 was AWM Investment Company, an estimated $2.33M added.
  • The largest Graham Corp seller in Q2 2018 was WCM Investment Management, an estimated $5.94M sold.

Based on aggregated 13F filings for Q2 2018.