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Graham Corp

103 hedge funds and large institutions have $230M invested in Graham Corp in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 27 increasing their positions, 42 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

14% more call options, than puts

Call options by funds: $202K | Put options by funds: $177K

12% more funds holding

Funds holding: 92103 (+11)

6% more capital invested

Capital invested by funds: $217M → $230M (+$13.4M)

1.96% more ownership

Funds ownership: 73.18%75.14% (+2%)

36% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 42

Holders
103
Holders Change
+11
Holders Change %
+11.96%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
27
Reduced
42
Closed
16
Calls
$202K
Puts
$177K
Net Calls
+$25K
Net Calls Change
+$85K
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$635K +$644K +22,385 New
RWM
52
Ritholtz Wealth Management
New York
$618K -$21.2K -737 -3%
NA
53
Navellier & Associates
Nevada
$531K -$3.48K -121 -0.6%
SO
54
STRS Ohio
Ohio
$515K +$526K +18,300 New
GF
55
Gabelli Funds
New York
$490K -$25.9K -900 -5%
US Bancorp
56
US Bancorp
Minnesota
$480K -$89.1K -3,100 -15%
PAM
57
Panagora Asset Management
Massachusetts
$469K +$479K +16,650 New
SEI Investments
58
SEI Investments
Pennsylvania
$447K +$457K +15,878 New
Wells Fargo
59
Wells Fargo
California
$442K +$363K +12,627 +410%
Bank of America
60
Bank of America
North Carolina
$395K +$88.8K +3,088 +28%
QC
61
Quadrature Capital
United Kingdom
$393K -$25.7K -893 -6%
JF
62
Jump Financial
Illinois
$383K +$391K +13,600 New
UBS Group
63
UBS Group
Switzerland
$373K +$131K +4,558 +52%
Invesco
64
Invesco
Georgia
$369K -$3.64M -126,715 -91%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$367K +$370K +12,880 New
LPL Financial
66
LPL Financial
California
$356K +$13.2K +458 +4%
ECM
67
ExodusPoint Capital Management
New York
$320K +$98.7K +3,434 +43%
Barclays
68
Barclays
United Kingdom
$320K -$43.6K -1,515 -12%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$312K +$309K +10,740 +3,034%
AOI
70
Auto-Owners Insurance
Michigan
$310K
CSS
71
Cubist Systematic Strategies
Connecticut
$294K +$138K +4,811 +85%
Marshall Wace
72
Marshall Wace
United Kingdom
$290K -$205K -7,135 -41%
JP Morgan Chase
73
JP Morgan Chase
New York
$285K -$637K -22,156 -69%
CHA
74
Cooper/Haims Advisors
New York
$264K -$167K -5,811 -38%
OQS
75
Occudo Quantitative Strategies
Florida
$261K +$267K +9,277 New

GHM Hedge Fund Activity: Q2 2024 in Review

103 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q2 2024, worth a combined $230M — up 6.2% from $217M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GHM positions and 16 closed out — a net gain of 11 holders — while 27 added to existing stakes and 42 trimmed.

The largest buyer was BlackRock, adding an estimated $13.3M. The largest seller was Brandes Investment Partners, cutting an estimated $3.74M.

  • 103 institutional investors held Graham Corp (GHM) as of Q2 2024, up from 92 in Q1 2024.
  • Funds reported $230M of Graham Corp stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 27 funds opened new Graham Corp positions in Q2 2024 and 16 closed out, a net change of +11 holders.
  • The largest Graham Corp buyer in Q2 2024 was BlackRock, an estimated $13.3M added.
  • The largest Graham Corp seller in Q2 2024 was Brandes Investment Partners, an estimated $3.74M sold.

Based on aggregated 13F filings for Q2 2024.