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Graham Corp

61 hedge funds and large institutions have $97.8M invested in Graham Corp in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

1.88% more ownership

Funds ownership: 67.17%69.04% (+1.9%)

5% more capital invested

Capital invested by funds: $93.4M → $97.8M (+$4.37M)

6% less funds holding

Funds holding: 6561 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
22
Reduced
16
Closed
10
Calls
$152K
Puts
Net Calls
+$152K
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$830K +$38.2K +3,035 +5%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$806K -$20.9K -1,659 -3%
Morgan Stanley
28
Morgan Stanley
New York
$770K +$5.35K +425 +0.7%
HIMC
29
Heritage Investors Management Corp
Maryland
$681K
Millennium Management
30
Millennium Management
New York
$678K -$152K -12,083 -19%
WA
31
WealthTrust Axiom
Pennsylvania
$557K +$120K +9,500 +29%
MC
32
Moors & Cabot
Massachusetts
$544K
BCM
33
Bridgeway Capital Management
Texas
$489K -$40.3K -3,200 -8%
US Bancorp
34
US Bancorp
Minnesota
$472K +$105K +8,300 +30%
State Street
35
State Street
Massachusetts
$465K -$10.1K -800 -2%
Northern Trust
36
Northern Trust
Illinois
$410K +$23.8K +1,890 +7%
GF
37
Gabelli Funds
New York
$407K
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$390K -$137K -10,844 -27%
EA
39
Ellsworth Advisors
Ohio
$386K +$366K +29,068 New
CHA
40
Cooper/Haims Advisors
New York
$335K
American Century Companies
41
American Century Companies
Missouri
$325K +$12.2K +971 +4%
ACM
42
American Capital Management
New York
$322K
Citadel Advisors
43
Citadel Advisors
Florida
$279K +$109K +8,621 +69%
Connor, Clark & Lunn Investment Management (CC&L)
44
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$227K +$215K +17,087 New
RWM
45
Ritholtz Wealth Management
New York
$182K -$100K -7,975 -37%
AOI
46
Auto-Owners Insurance
Michigan
$146K
LPL Financial
47
LPL Financial
California
$135K -$20.8K -1,650 -14%
Wells Fargo
48
Wells Fargo
California
$131K -$42.8K -3,397 -26%
UBS Group
49
UBS Group
Switzerland
$113K
Bank of America
50
Bank of America
North Carolina
$106K -$176 -14 -0.2%

GHM Hedge Fund Activity: Q2 2023 in Review

61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q2 2023, worth a combined $97.8M — up 4.7% from $93.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GHM and 6 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 22 added.

The largest buyer was First Eagle Investment Management, adding an estimated $1.64M. The largest seller was CM Wealth Advisors, exiting entirely with an estimated $1.36M sold.

  • 61 institutional investors held Graham Corp (GHM) as of Q2 2023, down from 65 in Q1 2023.
  • Funds reported $97.8M of Graham Corp stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 6 funds opened new Graham Corp positions in Q2 2023 and 10 closed out, a net change of -4 holders.
  • The largest Graham Corp buyer in Q2 2023 was First Eagle Investment Management, an estimated $1.64M added.
  • The largest Graham Corp seller in Q2 2023 was CM Wealth Advisors, an estimated $1.36M sold.

Based on aggregated 13F filings for Q2 2023.