Graham Corp
57 hedge funds and large institutions have $97.5M invested in Graham Corp in 2021 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 25 reducing their positions, and 6 closing their positions.
8% more capital invested
Capital invested by funds: $90.6M → $97.5M (+$6.91M)
5.06% more ownership
Funds ownership: 64.39% → 69.45% (+5.1%)
5% less funds holding
Funds holding: 60 → 57 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
52% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 25
99% less call options, than puts
Call options by funds: $1K | Put options by funds: $165K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIP
Brandes Investment Partners
La Jolla,
California
|
+$5.58M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$493K |
| 3 |
RA
Royce & Associates
New York
|
+$423K |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$134K |
| 5 |
GWI
Grace & White Inc
Ny,
New York
|
+$117K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FP
Foundry Partners
Minneapolis,
Minnesota
|
-$1.84M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$786K |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$522K |
| 4 |
E
Ergoteles
New York
|
-$289K |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$272K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IRC
51
Investors Research Corp
Atlanta,
Georgia
| $12K | – | – | – |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| $12K | – | – | – |
|
53
Osaic Holdings
Scottsdale,
Arizona
| $11K | – | – | – |
|
54
BNP Paribas Financial Markets
Paris,
France
| $1.54K | -$154 | -12 | -9% |
|
|
CA
55
CoreCap Advisors
Southfield,
Michigan
| $1K | +$1.02K | +80 | New |
|
|
FP
56
Foundry Partners
Minneapolis,
Minnesota
| – | -$1.84M | -148,594 | Closed |
|
|
E
57
Ergoteles
New York
| – | -$289K | -23,313 | Closed |
|
58
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$159K | -12,420 | Closed |
|
|
GRP
59
Global Retirement Partners
San Rafael,
California
| – | -$23K | -1,872 | Closed |
|
60
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$22K | -1,769 | Closed |
|
61
Barclays
London,
United Kingdom
| – | -$15K | -1,245 | Closed |
|
62
Simplex Trading
Chicago,
Illinois
| – | +$423 | +33 | New |
|
GHM Hedge Fund Activity: Q4 2021 in Review
57 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q4 2021, worth a combined $97.5M — up 7.6% from $90.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of GHM and 3 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 12 added.
The largest buyer was Brandes Investment Partners, adding an estimated $5.58M. The largest seller was Foundry Partners, exiting entirely with an estimated $1.84M sold.
- 57 institutional investors held Graham Corp (GHM) as of Q4 2021, down from 60 in Q3 2021.
- Funds reported $97.5M of Graham Corp stock for Q4 2021, up 7.6% quarter-over-quarter.
- 3 funds opened new Graham Corp positions in Q4 2021 and 6 closed out, a net change of -3 holders.
- The largest Graham Corp buyer in Q4 2021 was Brandes Investment Partners, an estimated $5.58M added.
- The largest Graham Corp seller in Q4 2021 was Foundry Partners, an estimated $1.84M sold.
Based on aggregated 13F filings for Q4 2021.