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Graham Corp

61 hedge funds and large institutions have $97.8M invested in Graham Corp in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

1.88% more ownership

Funds ownership: 67.17%69.04% (+1.9%)

5% more capital invested

Capital invested by funds: $93.4M → $97.8M (+$4.37M)

6% less funds holding

Funds holding: 6561 (-4)

40% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
-4
Holders Change %
-6.15%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
22
Reduced
16
Closed
10
Calls
$152K
Puts
Net Calls
+$152K
Net Calls Change
-$159K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
51
Global Retirement Partners
California
$81.7K
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$44K +$12.6K +999 +44%
Osaic Holdings
53
Osaic Holdings
Arizona
$25.7K +$23.4K +1,860 +2,480%
IRC
54
Investors Research Corp
Georgia
$13.3K
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$4.7K +$4.46K +354 New
TRCT
56
Tower Research Capital (TRC)
New York
$3.69K -$1.15K -91 -25%
NA
57
NewEdge Advisors
Louisiana
$1.27K +$1.21K +96 New
Fidelity Investments
58
Fidelity Investments
Massachusetts
$447 -$264 -21 -38%
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$398
JP Morgan Chase
60
JP Morgan Chase
New York
$212
Comerica Bank
61
Comerica Bank
Texas
$93 +$105K +8,342 New
CWA
62
CM Wealth Advisors
Ohio
-$1.36M -106,121 Closed
Marshall Wace
63
Marshall Wace
United Kingdom
-$672K -51,401 Closed
Boston Partners
64
Boston Partners
Massachusetts
-$327K -25,011 Closed
Jane Street
65
Jane Street
New York
-$314K -24,012 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
-$220K -17,434 Closed
B
67
Bailard
California
-$204K -15,584 Closed
Squarepoint
68
Squarepoint
New York
-$147K -11,215 Closed
Barclays
69
Barclays
United Kingdom
-$73.6K -5,625 Closed
WWP
70
WR Wealth Planners
Missouri
-$14K -1,073 Closed
DFCM
71
Dark Forest Capital Management
Puerto Rico
-$405 -31 Closed

GHM Hedge Fund Activity: Q2 2023 in Review

61 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q2 2023, worth a combined $97.8M — up 4.7% from $93.4M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GHM and 6 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 22 added.

The largest buyer was First Eagle Investment Management, adding an estimated $1.64M. The largest seller was CM Wealth Advisors, exiting entirely with an estimated $1.36M sold.

  • 61 institutional investors held Graham Corp (GHM) as of Q2 2023, down from 65 in Q1 2023.
  • Funds reported $97.8M of Graham Corp stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 6 funds opened new Graham Corp positions in Q2 2023 and 10 closed out, a net change of -4 holders.
  • The largest Graham Corp buyer in Q2 2023 was First Eagle Investment Management, an estimated $1.64M added.
  • The largest Graham Corp seller in Q2 2023 was CM Wealth Advisors, an estimated $1.36M sold.

Based on aggregated 13F filings for Q2 2023.