Graham Corp
133 hedge funds and large institutions have $373M invested in Graham Corp in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 50 reducing their positions, and 3 closing their positions.
733% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 3
245% more call options, than puts
Call options by funds: $169K | Put options by funds: $49K
51% more capital invested
Capital invested by funds: $247M → $373M (+$126M)
20% more funds holding
Funds holding: 111 → 133 (+22)
0.5% more ownership
Funds ownership: 76.61% → 77.11% (+0.5%)
16% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$5.55M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$2.98M |
| 3 |
Renaissance Technologies
New York
|
+$1.12M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$1.04M |
| 5 |
ETC
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
+$830K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$2.2M |
| 2 |
Millennium Management
New York
|
-$2.16M |
| 3 |
EIM
Essex Investment Management
Boston,
Massachusetts
|
-$1.85M |
| 4 |
GIPM
G2 Investment Partners Management
New York
|
-$1.63M |
| 5 |
RA
Royce & Associates
New York
|
-$1.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Federated Hermes
Pittsburgh,
Pennsylvania
| $2.8K | +$487 | +13 | +26% |
|
|
GI
127
GAMMA Investing
Foster City,
California
| $1.87K | +$1.57K | +42 | New |
|
128
Nisa Investment Advisors
St. Louis,
Missouri
| $1.47K | – | – | – |
|
|
SS
129
SBI Securities
Tokyo,
Japan
| $889 | +$749 | +20 | New |
|
|
BC
130
Broadwater Capital
Boston,
Massachusetts
| $712 | – | – | – |
|
|
EWA
131
EverSource Wealth Advisors
Birmingham,
Alabama
| $712 | +$599 | +16 | New |
|
|
SCM
132
Sterling Capital Management
Charlotte,
North Carolina
| $489 | – | – | – |
|
|
PA
133
Parallel Advisors
San Francisco,
California
| $400 | +$337 | +9 | New |
|
|
IA
134
IFP Advisors
Tampa,
Florida
| $89 | – | – | – |
|
135
SEI Investments
Oaks,
Pennsylvania
| – | -$251K | -8,486 | Closed |
|
|
NC
136
nVerses Capital
Wellington,
Florida
| – | -$5.92K | -200 | Closed |
|
137
Allspring Global Investments
Charlotte,
North Carolina
| – | -$2.46K | -83 | Closed |
|
GHM Hedge Fund Activity: Q4 2024 in Review
133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q4 2024, worth a combined $373M — up 51% from $247M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new GHM positions and 3 closed out — a net gain of 22 holders — while 42 added to existing stakes and 50 trimmed.
The largest buyer was Invesco, adding an estimated $5.55M. The largest seller was Franklin Resources, cutting an estimated $2.2M.
- 133 institutional investors held Graham Corp (GHM) as of Q4 2024, up from 111 in Q3 2024.
- Funds reported $373M of Graham Corp stock for Q4 2024, up 51% quarter-over-quarter.
- 25 funds opened new Graham Corp positions in Q4 2024 and 3 closed out, a net change of +22 holders.
- The largest Graham Corp buyer in Q4 2024 was Invesco, an estimated $5.55M added.
- The largest Graham Corp seller in Q4 2024 was Franklin Resources, an estimated $2.2M sold.
Based on aggregated 13F filings for Q4 2024.