Graham Corp
76 hedge funds and large institutions have $154M invested in Graham Corp in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 7 closing their positions.
0.23% more ownership
Funds ownership: 76.36% → 76.59% (+0.23%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
3% less funds holding
Funds holding: 78 → 76 (-2)
13% less capital invested
Capital invested by funds: $177M → $154M (-$23.3M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.31M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$795K |
| 3 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$777K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$753K |
| 5 |
ACM
American Capital Management
New York
|
+$406K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.33M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$739K |
| 3 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$627K |
| 4 |
Morgan Stanley
New York
|
-$475K |
| 5 |
SRAM
Stone Ridge Asset Management
New York
|
-$262K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
76
Advisor Group
Phoenix,
Arizona
| $1K | – | – | – |
|
|
SRAM
77
Stone Ridge Asset Management
New York
| – | -$262K | -11,478 | Closed |
|
|
MIM
78
MetLife Investment Management
Whippany,
New Jersey
| – | -$110K | -4,832 | Closed |
|
|
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$77.4K | -3,389 | Closed |
|
|
RQS
80
Ramsey Quantitative Systems
Louisville,
Kentucky
| – | -$77K | -3,370 | Closed |
|
|
TSW
81
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$9K | -400 | Closed |
|
82
Fidelity Investments
Boston,
Massachusetts
| – | -$5K | -211 | Closed |
|
83
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4K | -191 | Closed |
|
GHM Hedge Fund Activity: Q1 2019 in Review
76 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q1 2019, worth a combined $154M — down 13% from $177M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of GHM and 5 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 25 added.
The largest buyer was JP Morgan Chase, adding an estimated $1.31M. The largest seller was Vanguard Group, cutting an estimated $1.33M.
- 76 institutional investors held Graham Corp (GHM) as of Q1 2019, down from 78 in Q4 2018.
- Funds reported $154M of Graham Corp stock for Q1 2019, down 13% quarter-over-quarter.
- 5 funds opened new Graham Corp positions in Q1 2019 and 7 closed out, a net change of -2 holders.
- The largest Graham Corp buyer in Q1 2019 was JP Morgan Chase, an estimated $1.31M added.
- The largest Graham Corp seller in Q1 2019 was Vanguard Group, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2019.