Graham Corp
83 hedge funds and large institutions have $161M invested in Graham Corp in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 35 increasing their positions, 22 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
59% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 22
5% more funds holding
Funds holding: 79 → 83 (+4)
2.25% more ownership
Funds ownership: 74.95% → 77.2% (+2.3%)
3% more capital invested
Capital invested by funds: $155M → $161M (+$5.19M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$4.52M |
| 2 |
CIP
Chartwell Investment Partners
Berywn,
Pennsylvania
|
+$1.15M |
| 3 |
EM
Emancipation Management
New York
|
+$1.09M |
| 4 |
ACM
American Capital Management
New York
|
+$741K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$695K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$1.82M |
| 2 |
Millennium Management
New York
|
-$1.61M |
| 3 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$832K |
| 4 |
AG
Algert Global
San Francisco,
California
|
-$635K |
| 5 |
LCM
Lafitte Capital Management
Austin,
Texas
|
-$571K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
UBS Group
Zurich,
Switzerland
| $27K | -$3.42K | -169 | -11% |
|
|
AIP
77
Ameritas Investment Partners
Lincoln,
Nebraska
| $18K | – | – | – |
|
|
TSW
78
Thompson Siegel & Walmsley
Richmond,
Virginia
| $8K | – | – | – |
|
|
TRCT
79
Tower Research Capital (TRC)
New York
| $6K | -$15.5K | -767 | -72% |
|
|
LTFS
80
Ladenburg Thalmann Financial Services
Miami,
Florida
| $6K | – | – | – |
|
|
DCM
81
Delpha Capital Management
New York
| $3K | +$2.69K | +133 | New |
|
|
AG
82
Advisor Group
Phoenix,
Arizona
| $2K | – | – | – |
|
|
FGC
83
Financial Gravity Companies
Lakeway,
Texas
| $2K | +$1.54K | +76 | New |
|
|
84
Millennium Management
New York
| – | -$1.61M | -77,083 | Closed |
|
|
AG
85
Algert Global
San Francisco,
California
| – | -$635K | -30,469 | Closed |
|
|
LCM
86
Lafitte Capital Management
Austin,
Texas
| – | -$571K | -27,420 | Closed |
|
|
NFA
87
Nationwide Fund Advisors
Columbus,
Ohio
| – | -$251K | -12,064 | Closed |
|
|
O
88
OppenheimerFunds
New York
| – | -$225K | -10,787 | Closed |
|
|
FPS
89
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$18K | -879 | Closed |
|
GHM Hedge Fund Activity: Q4 2017 in Review
83 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q4 2017, worth a combined $161M — up 3.3% from $155M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new GHM positions and 6 closed out — a net gain of 4 holders — while 35 added to existing stakes and 22 trimmed.
The largest buyer was ArrowMark Colorado Holdings, adding an estimated $4.52M. The largest seller was Jupiter Asset Management, cutting an estimated $1.82M.
- 83 institutional investors held Graham Corp (GHM) as of Q4 2017, up from 79 in Q3 2017.
- Funds reported $161M of Graham Corp stock for Q4 2017, up 3.3% quarter-over-quarter.
- 10 funds opened new Graham Corp positions in Q4 2017 and 6 closed out, a net change of +4 holders.
- The largest Graham Corp buyer in Q4 2017 was ArrowMark Colorado Holdings, an estimated $4.52M added.
- The largest Graham Corp seller in Q4 2017 was Jupiter Asset Management, an estimated $1.82M sold.
Based on aggregated 13F filings for Q4 2017.