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Graham Corp
GHM

81 hedge funds and large institutions have $113M invested in Graham Corp in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 28 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0.92% more ownership

Funds ownership: 74.78% → 75.7% (+0.92%)

0% more funds holding

Funds holding: 81 → 81 (0)

4% less capital invested

Capital invested by funds: $118M → $113M (-$5.3M)

11% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 28

20% less call options, than puts

Call options by funds: $292K | Put options by funds: $367K

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
25
Reduced
28
Closed
7
Calls
$292K
Puts
$367K
Net Calls
-$75K
Net Calls Change
-$75K

Top Buyers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
+$4.8M
2
Franklin Resources
Franklin Resources
California
+$1.18M
3
PCM
Penn Capital Management
Pennsylvania
+$1.17M
4
RA
Royce & Associates
New York
+$942K
5
Citadel Advisors
Citadel Advisors
Florida
+$468K

Top Sellers

Rank Fund Capital Flow
1
ACH
ArrowMark Colorado Holdings
Colorado
-$584K
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$509K
3
Renaissance Technologies
Renaissance Technologies
New York
-$435K
4
Wells Fargo
Wells Fargo
California
-$427K
5
State Street
State Street
Massachusetts
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
Boston Partners
26
Boston Partners
Massachusetts
$711K -$64.8K -4,158 -8%
NSIM
27
North Star Investment Management
Illinois
$693K – – –
SEI Investments
28
SEI Investments
Pennsylvania
$693K +$123K +7,883 +19%
PCM
29
Perritt Capital Management
Illinois
$641K – – –
AA
30
Ancora Advisors
Ohio
$616K +$120K +7,673 +22%
BIP
31
Brandes Investment Partners
California
$587K +$320K +20,520 +102%
PPA
32
Parametric Portfolio Associates
Washington
$541K -$60.7K -3,897 -9%
TA
33
Teton Advisors
New York
$513K – – –
GWI
34
Grace & White Inc
New York
$428K – – –
Citadel Advisors
35
Citadel Advisors
Florida
$428K +$468K +30,069 New
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$423K +$23.7K +1,520 +5%
Morgan Stanley
37
Morgan Stanley
New York
$388K -$118K -7,548 -22%
BCM
38
Bridgeway Capital Management
Texas
$363K – – –
MC
39
Moors & Cabot
Massachusetts
$361K -$23.3K -1,494 -6%
CHA
40
Cooper/Haims Advisors
New York
$333K – – –
Wells Fargo
41
Wells Fargo
California
$313K -$427K -27,435 -56%
Arrowstreet Capital
42
Arrowstreet Capital
Massachusetts
$296K -$509K -32,700 -61%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$279K – – –
ACM
44
American Capital Management
New York
$271K – – –
BFA
45
Bragg Financial Advisors
North Carolina
$270K -$20.1K -1,290 -6%
Bank of America
46
Bank of America
North Carolina
$244K +$74.7K +4,794 +39%
Ameriprise
47
Ameriprise
Minnesota
$232K -$35.7K -2,293 -12%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$230K -$7.94K -510 -3%
Invesco
49
Invesco
Georgia
$215K +$235K +15,099 New
State Board of Administration of Florida Retirement System
50
State Board of Administration of Florida Retirement System
Florida
$214K – – –
1
2
3 4

GHM Hedge Fund Activity: Q1 2021 in Review

81 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q1 2021, worth a combined $113M — down 4.5% from $118M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new GHM positions and 7 closed out — a net gain of 1 holder — while 25 added to existing stakes and 28 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $4.8M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $584K.

  • 81 institutional investors held Graham Corp (GHM) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $113M of Graham Corp stock for Q1 2021, down 4.5% quarter-over-quarter.
  • 8 funds opened new Graham Corp positions in Q1 2021 and 7 closed out, a net change of +1 holder.
  • The largest Graham Corp buyer in Q1 2021 was Victory Capital Management, an estimated $4.8M added.
  • The largest Graham Corp seller in Q1 2021 was ArrowMark Colorado Holdings, an estimated $584K sold.

Based on aggregated 13F filings for Q1 2021.