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Graham Corp

90 hedge funds and large institutions have $175M invested in Graham Corp in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

22% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 27

13% more funds holding

Funds holding: 8090 (+10)

11% more capital invested

Capital invested by funds: $157M → $175M (+$17.6M)

1.14% more ownership

Funds ownership: 77.03%78.17% (+1.1%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.77%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
33
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Perritt Capital Management
Illinois
$1.49M -$41.1K -1,905 -3%
Charles Schwab
27
Charles Schwab
California
$1.22M +$17K +789 +1%
EM
28
Emancipation Management
New York
$1.13M -$542K -25,100 -33%
BCM
29
Bridgeway Capital Management
Texas
$930K
N
30
Nuveen
North Carolina
$837K +$1.34K +62 +0.2%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$805K +$16K +739 +2%
Morgan Stanley
32
Morgan Stanley
New York
$792K +$284K +13,170 +57%
Two Sigma Investments
33
Two Sigma Investments
New York
$769K -$92.8K -4,300 -11%
TA
34
Teton Advisors
New York
$757K
Ameriprise
35
Ameriprise
Minnesota
$725K -$12.5K -581 -2%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$722K -$72.2K -3,344 -9%
OAM
37
Oxford Asset Management
United Kingdom
$709K +$149K +6,889 +27%
California Public Employees Retirement System
38
California Public Employees Retirement System
California
$643K -$97.2K -4,500 -13%
PPA
39
Parametric Portfolio Associates
Washington
$634K +$15.9K +737 +3%
MC
40
Moors & Cabot
Massachusetts
$606K +$65 +3 +0%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$598K -$21.6K -1,000 -4%
Goldman Sachs
42
Goldman Sachs
New York
$592K +$68.9K +3,189 +13%
SEI Investments
43
SEI Investments
Pennsylvania
$570K +$47.7K +2,210 +9%
MPAM
44
Monarch Partners Asset Management
Massachusetts
$565K +$558K +25,836 New
Mirae Asset Global Investments
45
Mirae Asset Global Investments
South Korea
$538K -$39.2K -1,817 -7%
WCM
46
Wedge Capital Management
North Carolina
$452K -$574K -26,590 -56%
CHA
47
Cooper/Haims Advisors
New York
$440K
Millennium Management
48
Millennium Management
New York
$437K +$171K +7,938 +66%
BFA
49
Bragg Financial Advisors
North Carolina
$418K
Wells Fargo
50
Wells Fargo
California
$417K -$7.97K -369 -2%

GHM Hedge Fund Activity: Q4 2019 in Review

90 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q4 2019, worth a combined $175M — up 11% from $157M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new GHM positions and 3 closed out — a net gain of 10 holders — while 33 added to existing stakes and 27 trimmed.

The largest buyer was American Century Companies, adding an estimated $2.07M. The largest seller was Vanguard Group, cutting an estimated $1.67M.

  • 90 institutional investors held Graham Corp (GHM) as of Q4 2019, up from 80 in Q3 2019.
  • Funds reported $175M of Graham Corp stock for Q4 2019, up 11% quarter-over-quarter.
  • 13 funds opened new Graham Corp positions in Q4 2019 and 3 closed out, a net change of +10 holders.
  • The largest Graham Corp buyer in Q4 2019 was American Century Companies, an estimated $2.07M added.
  • The largest Graham Corp seller in Q4 2019 was Vanguard Group, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2019.