Graham Corp
79 hedge funds and large institutions have $145M invested in Graham Corp in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
30% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 20
17% more capital invested
Capital invested by funds: $124M → $145M (+$21.3M)
16% more funds holding
Funds holding: 68 → 79 (+11)
1.79% more ownership
Funds ownership: 69.66% → 71.44% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.41M |
| 2 |
Jane Street
New York
|
+$966K |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$746K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$714K |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Azarias Capital Management
Berwyn,
Pennsylvania
|
-$2.39M |
| 2 |
RA
Royce & Associates
New York
|
-$1.08M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$1.02M |
| 4 |
Bank of New York Mellon
New York
|
-$993K |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$971K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
76
Tower Research Capital (TRC)
New York
| $3.79K | -$20.8K | -1,193 | -86% |
|
77
Fidelity Investments
Boston,
Massachusetts
| $2.17K | +$1.39K | +80 | +235% |
|
78
BNP Paribas Financial Markets
Paris,
France
| $569 | – | – | – |
|
|
79
Bank of New York Mellon
New York
| – | -$993K | -59,836 | Closed |
|
80
Citadel Advisors
Miami,
Florida
| – | -$643K | -38,753 | Closed |
|
81
Squarepoint
New York
| – | -$266K | -16,034 | Closed |
|
82
Lazard Asset Management
New York
| – | +$905 | +52 | New |
|
GHM Hedge Fund Activity: Q4 2023 in Review
79 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q4 2023, worth a combined $145M — up 17% from $124M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new GHM positions and 3 closed out — a net gain of 11 holders — while 26 added to existing stakes and 20 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.41M. The largest seller was Azarias Capital Management, cutting an estimated $2.39M.
- 79 institutional investors held Graham Corp (GHM) as of Q4 2023, up from 68 in Q3 2023.
- Funds reported $145M of Graham Corp stock for Q4 2023, up 17% quarter-over-quarter.
- 14 funds opened new Graham Corp positions in Q4 2023 and 3 closed out, a net change of +11 holders.
- The largest Graham Corp buyer in Q4 2023 was Morgan Stanley, an estimated $3.41M added.
- The largest Graham Corp seller in Q4 2023 was Azarias Capital Management, an estimated $2.39M sold.
Based on aggregated 13F filings for Q4 2023.