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Graham Corp

83 hedge funds and large institutions have $223M invested in Graham Corp in 2014 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

8% more capital invested

Capital invested by funds: $206M → $223M (+$17.5M)

6.05% more ownership

Funds ownership: 70.76%76.81% (+6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 8583 (-2)

42% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 38

Holders
83
Holders Change
-2
Holders Change %
-2.35%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
22
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
51
Goldman Sachs
New York
$377K +$71K +2,330 +22%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$351K +$371K +12,186 New
CS
53
Credit Suisse
Switzerland
$321K +$339K +11,133 New
ClearBridge Investments
54
ClearBridge Investments
New York
$288K
WA
55
WealthTrust Axiom
Pennsylvania
$285K
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$254K +$7.62K +250 +3%
AIG
57
American International Group
New York
$244K -$7.62K -250 -3%
Millennium Management
58
Millennium Management
New York
$243K +$257K +8,443 New
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$237K
VOYA Investment Management
60
VOYA Investment Management
Georgia
$222K -$102K -3,333 -30%
NFA
61
Nationwide Fund Advisors
Ohio
$222K -$3.75K -123 -2%
Wells Fargo
62
Wells Fargo
California
$209K -$30.4K -996 -12%
AllianceBernstein
63
AllianceBernstein
Tennessee
$193K -$24.4K -800 -11%
BA
64
BlackRock Advisors
Delaware
$166K -$10.5K -343 -6%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$157K +$166K +5,450 New
UBS Group
66
UBS Group
Switzerland
$104K +$110K +3,596 New
PSI
67
Pinnacle Summer Investments
Virginia
$103K -$152K -5,000 -50%
Bank of America
68
Bank of America
North Carolina
$71K -$2.44K -80 -3%
Barclays
69
Barclays
United Kingdom
$62K -$40.1K -1,315 -37%
Citigroup
70
Citigroup
New York
$50K +$42K +1,378 +393%
Legal & General Group
71
Legal & General Group
United Kingdom
$44K
WEC
72
Winslow Evans & Crocker
Massachusetts
$33.5K
MAA
73
Managed Account Advisors
New Jersey
$13K -$2.16K -71 -14%
TSW
74
Thompson Siegel & Walmsley
Virginia
$12K
TRCT
75
Tower Research Capital (TRC)
New York
$9K -$12.2K -399 -57%

GHM Hedge Fund Activity: Q4 2014 in Review

83 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q4 2014, worth a combined $223M — up 8.5% from $206M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GHM positions and 8 closed out — a net gain of 1 holder — while 22 added to existing stakes and 38 trimmed.

The largest buyer was Opus Capital Group, opening a new position worth an estimated $1.91M. The largest seller was Loomis, Sayles & Company, exiting entirely with an estimated $4.16M sold.

  • 83 institutional investors held Graham Corp (GHM) as of Q4 2014, down from 85 in Q3 2014.
  • Funds reported $223M of Graham Corp stock for Q4 2014, up 8.5% quarter-over-quarter.
  • 9 funds opened new Graham Corp positions in Q4 2014 and 8 closed out, a net change of +1 holder.
  • The largest Graham Corp buyer in Q4 2014 was Opus Capital Group, an estimated $1.91M added.
  • The largest Graham Corp seller in Q4 2014 was Loomis, Sayles & Company, an estimated $4.16M sold.

Based on aggregated 13F filings for Q4 2014.