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Graham Corp

68 hedge funds and large institutions have $124M invested in Graham Corp in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $97.8M → $124M (+$25.9M)

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

11% more funds holding

Funds holding: 6168 (+7)

0.61% more ownership

Funds ownership: 69.04%69.66% (+0.61%)

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
20
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Luther King Capital Management (LKCM)
26
Luther King Capital Management (LKCM)
Texas
$1.04M
Ameriprise
27
Ameriprise
Minnesota
$1.03M -$8.36K -553 -0.9%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$993K -$12.6K -832 -1%
Millennium Management
29
Millennium Management
New York
$803K -$40.7K -2,692 -5%
WA
30
WealthTrust Axiom
Pennsylvania
$721K +$22.7K +1,500 +4%
HIMC
31
Heritage Investors Management Corp
Maryland
$710K -$129K -8,524 -17%
Citadel Advisors
32
Citadel Advisors
Florida
$643K +$268K +17,727 +84%
State Street
33
State Street
Massachusetts
$618K +$34K +2,248 +6%
BCM
34
Bridgeway Capital Management
Texas
$611K
Connor, Clark & Lunn Investment Management (CC&L)
35
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$593K +$281K +18,608 +109%
US Bancorp
36
US Bancorp
Minnesota
$590K
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$548K +$54.8K +3,628 +12%
Citigroup
38
Citigroup
New York
$536K +$488K +32,293 New
Northern Trust
39
Northern Trust
Illinois
$510K -$2.13K -141 -0.5%
EA
40
Ellsworth Advisors
Ohio
$483K +$3.49K +231 +0.8%
GF
41
Gabelli Funds
New York
$446K -$57.4K -3,800 -12%
MC
42
Moors & Cabot
Massachusetts
$433K -$225K -14,900 -36%
CHA
43
Cooper/Haims Advisors
New York
$418K
American Century Companies
44
American Century Companies
Missouri
$406K
ACM
45
American Capital Management
New York
$403K
RWM
46
Ritholtz Wealth Management
New York
$282K +$49.5K +3,278 +24%
Squarepoint
47
Squarepoint
New York
$266K +$242K +16,034 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$203K +$185K +12,245 New
AOI
49
Auto-Owners Insurance
Michigan
$183K
LPL Financial
50
LPL Financial
California
$171K +$1.51K +100 +1%

GHM Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q3 2023, worth a combined $124M — up 26% from $97.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GHM positions and 0 closed out — a net gain of 7 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $915K. The largest seller was Wasatch Advisors, cutting an estimated $2.25M.

  • 68 institutional investors held Graham Corp (GHM) as of Q3 2023, up from 61 in Q2 2023.
  • Funds reported $124M of Graham Corp stock for Q3 2023, up 26% quarter-over-quarter.
  • 7 funds opened new Graham Corp positions in Q3 2023 and 0 closed out, a net change of +7 holders.
  • The largest Graham Corp buyer in Q3 2023 was Renaissance Technologies, an estimated $915K added.
  • The largest Graham Corp seller in Q3 2023 was Wasatch Advisors, an estimated $2.25M sold.

Based on aggregated 13F filings for Q3 2023.