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Graham Corp
GHM

80 hedge funds and large institutions have $157M invested in Graham Corp in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

215% more call options, than puts

Call options by funds: $725K | Put options by funds: $230K

17% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 24

10% more funds holding

Funds holding: 73 → 80 (+7)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.58% less ownership

Funds ownership: 77.61% → 77.03% (-0.58%)

2% less capital invested

Capital invested by funds: $160M → $157M (-$3.14M)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
10
Increased
28
Reduced
24
Closed
3
Calls
$725K
Puts
$230K
Net Calls
+$495K
Net Calls Change
+$750K

Top Buyers

1
KCM
Kennedy Capital Management
Missouri
+$2.44M
2
American Century Companies
American Century Companies
Missouri
+$1.92M
3
RA
Royce & Associates
New York
+$1.07M
4
Renaissance Technologies
Renaissance Technologies
New York
+$858K
5
Two Sigma Investments
Two Sigma Investments
New York
+$772K

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$2.81M
2
ACM
American Capital Management
New York
-$2.72M
3
EIM
Essex Investment Management
Massachusetts
-$1.66M
4
NSIM
North Star Investment Management
Illinois
-$1.39M
5
TAM
THB Asset Management
Connecticut
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
WC
26
Walthausen & Co
New York
$1.33M – – –
Charles Schwab
27
Charles Schwab
California
$1.1M -$30K -1,530 -3%
WCM
28
Wedge Capital Management
North Carolina
$938K – – –
BCM
29
Bridgeway Capital Management
Texas
$844K – – –
Two Sigma Investments
30
Two Sigma Investments
New York
$783K +$772K +39,443 New
N
31
Nuveen
North Carolina
$759K +$38.3K +1,954 +5%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$721K +$32.2K +1,643 +5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$716K -$145K -7,389 -17%
TA
34
Teton Advisors
New York
$687K – – –
California Public Employees Retirement System
35
California Public Employees Retirement System
California
$673K +$37.2K +1,900 +6%
Ameriprise
36
Ameriprise
Minnesota
$670K +$20 +1 +0%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$563K +$141K +7,200 +34%
PPA
38
Parametric Portfolio Associates
Washington
$561K -$143K -7,310 -21%
MC
39
Moors & Cabot
Massachusetts
$557K +$9.89K +505 +2%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$524K +$59.4K +3,034 +13%
OAM
41
Oxford Asset Management
United Kingdom
$507K +$237K +12,082 +90%
Goldman Sachs
42
Goldman Sachs
New York
$474K +$467K +23,865 New
SEI Investments
43
SEI Investments
Pennsylvania
$473K +$94.9K +4,848 +26%
Morgan Stanley
44
Morgan Stanley
New York
$458K +$88.6K +4,526 +24%
CHA
45
Cooper/Haims Advisors
New York
$400K +$42.1K +2,149 +12%
Wells Fargo
46
Wells Fargo
California
$386K -$43.3K -2,211 -10%
BFA
47
Bragg Financial Advisors
North Carolina
$379K – – –
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$308K +$26.2K +1,336 +9%
HIMC
49
Heritage Investors Management Corp
Maryland
$307K – – –
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$298K – – –
1
2
3 4

GHM Hedge Fund Activity: Q3 2019 in Review

80 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q3 2019, worth a combined $157M — down 2% from $160M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GHM positions and 3 closed out — a net gain of 7 holders — while 28 added to existing stakes and 24 trimmed.

The largest buyer was Kennedy Capital Management, opening a new position worth an estimated $2.44M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $2.81M.

  • 80 institutional investors held Graham Corp (GHM) as of Q3 2019, up from 73 in Q2 2019.
  • Funds reported $157M of Graham Corp stock for Q3 2019, down 2% quarter-over-quarter.
  • 10 funds opened new Graham Corp positions in Q3 2019 and 3 closed out, a net change of +7 holders.
  • The largest Graham Corp buyer in Q3 2019 was Kennedy Capital Management, an estimated $2.44M added.
  • The largest Graham Corp seller in Q3 2019 was DePrince Race & Zollo Inc (DRZ), an estimated $2.81M sold.

Based on aggregated 13F filings for Q3 2019.