Graham Corp
86 hedge funds and large institutions have $188M invested in Graham Corp in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 8 closing their positions.
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
33% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 24
4% more funds holding
Funds holding: 83 → 86 (+3)
0.53% more ownership
Funds ownership: 76.81% → 77.34% (+0.53%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
16% less capital invested
Capital invested by funds: $223M → $188M (-$35.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$5.04M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$3.8M |
| 3 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$3.04M |
| 4 |
KG
Killen Group
Berwyn,
Pennsylvania
|
+$2.38M |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
-$6.67M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$3.57M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.16M |
| 4 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.93M |
| 5 |
NIP
Nicholas Investment Partners
Rancho Santa Fe,
California
|
-$1.48M |
GHM Hedge Fund Activity: Q1 2015 in Review
86 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q1 2015, worth a combined $188M — down 16% from $223M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new GHM positions and 8 closed out — a net gain of 4 holders — while 32 added to existing stakes and 24 trimmed.
The largest buyer was American Century Companies, opening a new position worth an estimated $5.04M. The largest seller was Next Century Growth Investors, exiting entirely with an estimated $6.67M sold.
- 86 institutional investors held Graham Corp (GHM) as of Q1 2015, up from 83 in Q4 2014.
- Funds reported $188M of Graham Corp stock for Q1 2015, down 16% quarter-over-quarter.
- 12 funds opened new Graham Corp positions in Q1 2015 and 8 closed out, a net change of +4 holders.
- The largest Graham Corp buyer in Q1 2015 was American Century Companies, an estimated $5.04M added.
- The largest Graham Corp seller in Q1 2015 was Next Century Growth Investors, an estimated $6.67M sold.
Based on aggregated 13F filings for Q1 2015.