We are live on ! Find out more
GHM icon

Graham Corp

79 hedge funds and large institutions have $155M invested in Graham Corp in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

6% more capital invested

Capital invested by funds: $146M → $155M (+$9.09M)

0.31% more ownership

Funds ownership: 74.64%74.95% (+0.31%)

6% less funds holding

Funds holding: 8479 (-5)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
79
Holders Change
-5
Holders Change %
-5.95%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
34
Reduced
22
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.4M +$69.2K +3,474 +0.5%
American Century Companies
2
American Century Companies
Missouri
$12.5M +$3.73M +187,028 +45%
TAM
3
THB Asset Management
Connecticut
$9.86M -$863K -43,300 -8%
ACH
4
ArrowMark Colorado Holdings
Colorado
$9.66M +$1.56M +78,111 +20%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.9M +$617K +30,941 +8%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.23M +$1.17M +58,800 +20%
Vanguard Group
7
Vanguard Group
Pennsylvania
$7.04M -$536K -26,888 -7%
RCMC
8
RK Capital Management (Colorado)
Colorado
$6.77M -$159K -7,983 -2%
WCM Investment Management
9
WCM Investment Management
California
$5.83M +$26K +1,305 +0.5%
FP
10
Foundry Partners
Minnesota
$5.31M +$377K +18,925 +8%
RA
11
Royce & Associates
New York
$4.87M +$692K +34,729 +17%
NSIM
12
North Star Investment Management
Illinois
$3.92M
CCA
13
Cobblestone Capital Advisors
New York
$3.9M
State Street
14
State Street
Massachusetts
$3.79M -$10.8K -541 -0.3%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$3.27M -$2.3M -115,537 -42%
JAM
16
Jupiter Asset Management
United Kingdom
$3.13M -$67.1K -3,367 -2%
AIM
17
AMI Investment Management
Indiana
$2.93M
CIP
18
Chartwell Investment Partners
Pennsylvania
$2.77M -$132K -6,600 -5%
Boston Partners
19
Boston Partners
Massachusetts
$2.75M
Northern Trust
20
Northern Trust
Illinois
$2.57M -$139K -6,961 -5%
Bank of America
21
Bank of America
North Carolina
$2.46M -$24.2K -1,216 -1%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.33M +$296K +14,864 +15%
PCM
23
Perritt Capital Management
Illinois
$2.14M
Millennium Management
24
Millennium Management
New York
$1.61M -$520K -26,083 -25%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.53M -$39.4K -1,977 -3%

GHM Hedge Fund Activity: Q3 2017 in Review

79 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q3 2017, worth a combined $155M — up 6.2% from $146M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of GHM and 4 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 34 added.

The largest buyer was American Century Companies, adding an estimated $3.73M. The largest seller was Lafitte Capital Management, cutting an estimated $2.37M.

  • 79 institutional investors held Graham Corp (GHM) as of Q3 2017, down from 84 in Q2 2017.
  • Funds reported $155M of Graham Corp stock for Q3 2017, up 6.2% quarter-over-quarter.
  • 4 funds opened new Graham Corp positions in Q3 2017 and 9 closed out, a net change of -5 holders.
  • The largest Graham Corp buyer in Q3 2017 was American Century Companies, an estimated $3.73M added.
  • The largest Graham Corp seller in Q3 2017 was Lafitte Capital Management, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2017.