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Graham Corp
GHM

79 hedge funds and large institutions have $145M invested in Graham Corp in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

17% more capital invested

Capital invested by funds: $124M → $145M (+$21.3M)

16% more funds holding

Funds holding: 68 → 79 (+11)

1.79% more ownership

Funds ownership: 69.66% → 71.44% (+1.8%)

Holders
79
Holders Change
+11
Holders Change %
+16.18%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
26
Reduced
20
Closed
3
Calls
$203K
Puts
–
Net Calls
+$203K
Net Calls Change
+$203K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.41M
2
Jane Street
Jane Street
New York
+$966K
3
PAIM
Punch & Associates Investment Management
Minnesota
+$746K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$714K
5
American Century Companies
American Century Companies
Missouri
+$691K

Top Sellers

Rank Fund Capital Flow
1
ACM
Azarias Capital Management
Pennsylvania
-$2.39M
2
RA
Royce & Associates
New York
-$1.08M
3
EI
EAM Investors
California
-$1.02M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$993K
5
WA
Wasatch Advisors
Utah
-$971K
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$1.22M +$691K +39,748 +163%
Luther King Capital Management (LKCM)
27
Luther King Capital Management (LKCM)
Texas
$1.19M – – –
Jane Street
28
Jane Street
New York
$1.05M +$966K +55,552 New
Ameriprise
29
Ameriprise
Minnesota
$1.02M -$143K -8,212 -13%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.01M +$714K +41,063 +335%
Bank of America
31
Bank of America
North Carolina
$895K +$645K +37,054 +366%
WA
32
WealthTrust Axiom
Pennsylvania
$867K +$39.1K +2,250 +5%
PAIM
33
Punch & Associates Investment Management
Minnesota
$814K +$746K +42,900 New
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$813K +$171K +9,858 +30%
HIMC
35
Heritage Investors Management Corp
Maryland
$804K -$7.34K -422 -1%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$775K +$90K +5,172 +14%
State Street
37
State Street
Massachusetts
$706K – – –
BCM
38
Bridgeway Capital Management
Texas
$698K – – –
LCM
39
Laurion Capital Management
New York
$669K +$614K +35,281 New
Citigroup
40
Citigroup
New York
$659K +$42.6K +2,450 +8%
Northern Trust
41
Northern Trust
Illinois
$618K +$32.6K +1,873 +6%
EI
42
EAM Investors
California
$597K -$1.02M -58,698 -65%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$583K +$486K +27,912 +998%
EA
44
Ellsworth Advisors
Ohio
$562K +$6.07K +349 +1%
Balyasny Asset Management
45
Balyasny Asset Management
Illinois
$528K +$484K +27,852 New
MC
46
Moors & Cabot
Massachusetts
$495K – – –
US Bancorp
47
US Bancorp
Minnesota
$491K -$169K -9,708 -27%
CHA
48
Cooper/Haims Advisors
New York
$478K – – –
ACM
49
American Capital Management
New York
$460K – – –
Man Group
50
Man Group
United Kingdom
$417K +$383K +22,005 New
1
2
3 4

GHM Hedge Fund Activity: Q4 2023 in Review

79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q4 2023, worth a combined $145M — up 17% from $124M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GHM positions and 3 closed out — a net gain of 11 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.41M. The largest seller was Azarias Capital Management, cutting an estimated $2.39M.

  • 79 institutional investors held Graham Corp (GHM) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $145M of Graham Corp stock for Q4 2023, up 17% quarter-over-quarter.
  • 14 funds opened new Graham Corp positions in Q4 2023 and 3 closed out, a net change of +11 holders.
  • The largest Graham Corp buyer in Q4 2023 was Morgan Stanley, an estimated $3.41M added.
  • The largest Graham Corp seller in Q4 2023 was Azarias Capital Management, an estimated $2.39M sold.

Based on aggregated 13F filings for Q4 2023.