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Graham Corp

79 hedge funds and large institutions have $129M invested in Graham Corp in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

4% more call options, than puts

Call options by funds: $190K | Put options by funds: $182K

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.98% less ownership

Funds ownership: 74.44%72.46% (-2%)

2% less funds holding

Funds holding: 8179 (-2)

17% less capital invested

Capital invested by funds: $155M → $129M (-$25.7M)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

Holders
79
Holders Change
-2
Holders Change %
-2.47%
% of All Funds
2.21%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
8
Increased
36
Reduced
21
Closed
10
Calls
$190K
Puts
$182K
Net Calls
+$8K
Net Calls Change
+$211K
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
1
Lafitte Capital Management
Texas
$11.8M +$1.81K +100 +0%
KG
2
Killen Group
Pennsylvania
$9.92M +$1.45M +79,941 +17%
RA
3
Royce & Associates
New York
$8.94M -$468K -25,798 -5%
American Century Companies
4
American Century Companies
Missouri
$8.77M +$3.84M +212,001 +74%
TAM
5
THB Asset Management
Connecticut
$6.82M +$593K +32,683 +9%
RCMC
6
RK Capital Management (Colorado)
Colorado
$6.27M +$752K +41,500 +13%
Vanguard Group
7
Vanguard Group
Pennsylvania
$5.82M +$314K +17,294 +6%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$5.7M +$1.24M +68,436 +27%
BIT
9
BlackRock Institutional Trust
California
$4.92M -$441K -24,325 -8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$4.76M +$92.2K +5,086 +2%
NTCM
11
Nine Ten Capital Management
Illinois
$4.6M -$4.85M -267,369 -51%
BFA
12
BlackRock Fund Advisors
California
$4.49M -$55.4K -3,056 -1%
OCG
13
Opus Capital Group
Ohio
$3.76M +$2.19M +120,756 +131%
Macquarie Group
14
Macquarie Group
Australia
$3.02M +$674K +37,162 +28%
State Street
15
State Street
Massachusetts
$2.89M -$44.2K -2,439 -1%
MDCM
16
Morgan Dempsey Capital Management
Wisconsin
$2.69M -$317K -17,505 -10%
KCM
17
Kennedy Capital Management
Missouri
$2.28M -$1.43M -78,603 -38%
JAM
18
Jupiter Asset Management
United Kingdom
$2.16M +$2.22M +122,570 New
NSIM
19
North Star Investment Management
Illinois
$2.12M +$176K +9,702 +9%
Northern Trust
20
Northern Trust
Illinois
$2.04M -$120K -6,612 -5%
Renaissance Technologies
21
Renaissance Technologies
New York
$1.91M +$328K +18,107 +20%
Morgan Stanley
22
Morgan Stanley
New York
$1.37M +$669K +36,871 +91%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.12M +$530K +29,219 +86%
EM
24
Emancipation Management
New York
$1.08M +$1.11M +61,035 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$1.05M +$15K +827 +1%

GHM Hedge Fund Activity: Q3 2015 in Review

79 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q3 2015, worth a combined $129M — down 17% from $155M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of GHM and 8 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 36 added.

The largest buyer was American Century Companies, adding an estimated $3.84M. The largest seller was CI Global Investments, exiting entirely with an estimated $5.12M sold.

  • 79 institutional investors held Graham Corp (GHM) as of Q3 2015, down from 81 in Q2 2015.
  • Funds reported $129M of Graham Corp stock for Q3 2015, down 17% quarter-over-quarter.
  • 8 funds opened new Graham Corp positions in Q3 2015 and 10 closed out, a net change of -2 holders.
  • The largest Graham Corp buyer in Q3 2015 was American Century Companies, an estimated $3.84M added.
  • The largest Graham Corp seller in Q3 2015 was CI Global Investments, an estimated $5.12M sold.

Based on aggregated 13F filings for Q3 2015.