Graham Corp
88 hedge funds and large institutions have $162M invested in Graham Corp in 2016 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
24% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 25
18% more capital invested
Capital invested by funds: $138M → $162M (+$24.6M)
5% more funds holding
Funds holding: 84 → 88 (+4)
0.2% more ownership
Funds ownership: 73.96% → 74.16% (+0.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$2.81M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$968K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$820K |
| 4 |
FPC
Falcon Point Capital
San Francisco,
California
|
+$761K |
| 5 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
+$577K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
-$3.97M |
| 2 |
RCMC
RK Capital Management (Colorado)
Denver,
Colorado
|
-$2.15M |
| 3 |
EM
Emancipation Management
New York
|
-$1.27M |
| 4 |
LCM
Lafitte Capital Management
Austin,
Texas
|
-$1.02M |
| 5 |
OC
Oppenheimer & Close
New York
|
-$960K |
GHM Hedge Fund Activity: Q4 2016 in Review
88 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q4 2016, worth a combined $162M — up 18% from $138M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new GHM positions and 8 closed out — a net gain of 5 holders — while 31 added to existing stakes and 25 trimmed.
The largest buyer was THB Asset Management, adding an estimated $2.81M. The largest seller was Brandywine Global Investment Management, cutting an estimated $3.97M.
- 88 institutional investors held Graham Corp (GHM) as of Q4 2016, up from 84 in Q3 2016.
- Funds reported $162M of Graham Corp stock for Q4 2016, up 18% quarter-over-quarter.
- 13 funds opened new Graham Corp positions in Q4 2016 and 8 closed out, a net change of +5 holders.
- The largest Graham Corp buyer in Q4 2016 was THB Asset Management, an estimated $2.81M added.
- The largest Graham Corp seller in Q4 2016 was Brandywine Global Investment Management, an estimated $3.97M sold.
Based on aggregated 13F filings for Q4 2016.