Graham Corp
93 hedge funds and large institutions have $265M invested in Graham Corp in 2013 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 8 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
21% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 33
1.89% more ownership
Funds ownership: 70.8% → 72.68% (+1.9%)
3% more capital invested
Capital invested by funds: $256M → $265M (+$8.8M)
0% more funds holding
Funds holding: 93 → 93 (0)
0% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$8.78M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$3.51M |
| 3 |
LCM
Lafitte Capital Management
Austin,
Texas
|
+$2.94M |
| 4 |
CGI
CI Global Investments
Oakland,
California
|
+$2.57M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$8.03M |
| 2 |
RA
Royce & Associates
New York
|
-$4.69M |
| 3 |
AAM
ACK Asset Management
Greenwich,
Connecticut
|
-$3.97M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$2.34M |
| 5 |
SC
Skylands Capital
Milwaukee,
Wisconsin
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
SG Americas Securities
New York
| – | -$121K | -3,352 | Closed |
|
GHM Hedge Fund Activity: Q4 2013 in Review
93 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q4 2013, worth a combined $265M — up 3.4% from $256M a quarter earlier.
Fund positioning in GHM was balanced in Q4 2013: 8 funds opened new positions, 8 closed out, 40 added to existing stakes and 33 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $8.78M. The largest seller was THB Asset Management, cutting an estimated $8.03M.
- 93 institutional investors held Graham Corp (GHM) as of Q4 2013, unchanged from Q3 2013.
- Funds reported $265M of Graham Corp stock for Q4 2013, up 3.4% quarter-over-quarter.
- 8 funds opened new Graham Corp positions in Q4 2013 and 8 closed out, a net change of 0 holders.
- The largest Graham Corp buyer in Q4 2013 was Waddell & Reed Financial, an estimated $8.78M added.
- The largest Graham Corp seller in Q4 2013 was THB Asset Management, an estimated $8.03M sold.
Based on aggregated 13F filings for Q4 2013.