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Graham Corp
GHM

92 hedge funds and large institutions have $217M invested in Graham Corp in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

49% more capital invested

Capital invested by funds: $145M → $217M (+$71.6M)

16% more funds holding

Funds holding: 79 → 92 (+13)

1.74% more ownership

Funds ownership: 71.44% → 73.18% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

41% less call options, than puts

Call options by funds: $87K | Put options by funds: $147K

Holders
92
Holders Change
+13
Holders Change %
+16.46%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
33
Reduced
32
Closed
5
Calls
$87K
Puts
$147K
Net Calls
-$60K
Net Calls Change
-$263K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$3.13M
2
HIM
Hillsdale Investment Management
Ontario, Canada
+$3.13M
3
Jane Street
Jane Street
New York
+$1.6M
4
GIPM
G2 Investment Partners Management
New York
+$1.35M
5
Millennium Management
Millennium Management
New York
+$1.32M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.96M
2
ACM
Azarias Capital Management
Pennsylvania
-$2.17M
3
Franklin Resources
Franklin Resources
California
-$2M
4
RA
Royce & Associates
New York
-$1.53M
5
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
-$1.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$2.21M +$306K +13,637 +20%
Goldman Sachs
27
Goldman Sachs
New York
$2.15M +$1.3M +58,125 +281%
FRA
28
FFG Retirement Advisors
Colorado
$2.04M -$56K -2,500 -3%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$1.8M +$794K +35,426 +115%
LCM
30
Legato Capital Management
California
$1.76M – – –
GIPM
31
G2 Investment Partners Management
New York
$1.64M +$1.35M +60,139 New
Ameriprise
32
Ameriprise
Minnesota
$1.43M -$32.9K -1,470 -3%
PAIM
33
Punch & Associates Investment Management
Minnesota
$1.42M +$204K +9,100 +21%
DLP
34
De Lisle Partners
United Kingdom
$1.38M +$1.14M +50,732 New
WA
35
WealthTrust Axiom
Pennsylvania
$1.31M +$53.8K +2,401 +5%
OCM
36
Olstein Capital Management
New York
$1.31M -$580K -25,859 -35%
OSAM
37
O'Shaughnessy Asset Management
Connecticut
$1.28M +$92.4K +4,122 +10%
Citigroup
38
Citigroup
New York
$1.18M +$187K +8,350 +24%
State Street
39
State Street
Massachusetts
$1.16M +$114K +5,100 +14%
AI
40
Atria Investments
North Carolina
$1.12M +$918K +40,971 New
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.09M -$21.6K -962 -2%
HIMC
42
Heritage Investors Management Corp
Maryland
$1.05M -$89.8K -4,008 -9%
BCM
43
Bridgeway Capital Management
Texas
$1M – – –
EI
44
EAM Investors
California
$973K +$94.5K +4,218 +13%
LCM
45
Laurion Capital Management
New York
$962K – – –
Northern Trust
46
Northern Trust
Illinois
$927K +$31.4K +1,402 +4%
Man Group
47
Man Group
United Kingdom
$914K +$257K +11,487 +52%
EA
48
Ellsworth Advisors
Ohio
$890K +$21.4K +957 +3%
JP Morgan Chase
49
JP Morgan Chase
New York
$880K +$427K +19,070 +144%
ACM
50
American Capital Management
New York
$662K – – –
1
2
3 4

GHM Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q1 2024, worth a combined $217M — up 49% from $145M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GHM positions and 5 closed out — a net gain of 13 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $3.13M. The largest seller was Morgan Stanley, cutting an estimated $2.96M.

  • 92 institutional investors held Graham Corp (GHM) as of Q1 2024, up from 79 in Q4 2023.
  • Funds reported $217M of Graham Corp stock for Q1 2024, up 49% quarter-over-quarter.
  • 18 funds opened new Graham Corp positions in Q1 2024 and 5 closed out, a net change of +13 holders.
  • The largest Graham Corp buyer in Q1 2024 was Invesco, an estimated $3.13M added.
  • The largest Graham Corp seller in Q1 2024 was Morgan Stanley, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2024.