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Graham Corp

81 hedge funds and large institutions have $118M invested in Graham Corp in 2020 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 27 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

19% more capital invested

Capital invested by funds: $99.2M → $118M (+$19.2M)

7% more funds holding

Funds holding: 7681 (+5)

0.07% less ownership

Funds ownership: 74.85%74.78% (-0.07%)

4% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 27

Holders
81
Holders Change
+5
Holders Change %
+6.58%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
26
Reduced
27
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
1
American Century Companies
Missouri
$14.9M +$449K +30,580 +3%
ACH
2
ArrowMark Colorado Holdings
Colorado
$11.3M -$561K -38,207 -5%
BlackRock
3
BlackRock
New York
$10.9M +$377K +25,653 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.17M +$74.5K +5,070 +1%
Renaissance Technologies
5
Renaissance Technologies
New York
$7.07M +$72K +4,900 +1%
KCM
6
Kennedy Capital Management
Missouri
$6.87M +$30.2K +2,053 +0.5%
RA
7
Royce & Associates
New York
$6.29M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.07M -$248K -16,895 -4%
AIM
9
AMI Investment Management
Indiana
$5.3M +$426 +29 +0.3%
TAM
10
THB Asset Management
Connecticut
$3.9M -$573K -38,975 -13%
GI
11
GAMCO Investors
Connecticut
$3.04M +$332K +22,621 +13%
FP
12
Foundry Partners
Minnesota
$2.98M -$67.1K -4,564 -2%
CCA
13
Cobblestone Capital Advisors
New York
$2.83M
State Street
14
State Street
Massachusetts
$2.75M -$5.01K -341 -0.2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$2.08M +$13.6K +923 +0.7%
Northern Trust
16
Northern Trust
Illinois
$1.83M -$103K -7,009 -6%
Hotchkis & Wiley Capital Management
17
Hotchkis & Wiley Capital Management
California
$1.64M +$131K +8,940 +9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.26M +$283K +19,227 +30%
Charles Schwab
19
Charles Schwab
California
$1.01M +$15.7K +1,066 +2%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$1M
JP Morgan Chase
21
JP Morgan Chase
New York
$898K +$276K +18,754 +46%
N
22
Nuveen
North Carolina
$839K +$1.72K +117 +0.2%
Boston Partners
23
Boston Partners
Massachusetts
$821K -$67.3K -4,579 -8%
HIMC
24
Heritage Investors Management Corp
Maryland
$815K
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$812K

GHM Hedge Fund Activity: Q4 2020 in Review

81 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q4 2020, worth a combined $118M — up 19% from $99.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new GHM positions and 1 closed out — a net gain of 5 holders — while 26 added to existing stakes and 27 trimmed.

The largest buyer was American Century Companies, adding an estimated $449K. The largest seller was American Capital Management, cutting an estimated $1.09M.

  • 81 institutional investors held Graham Corp (GHM) as of Q4 2020, up from 76 in Q3 2020.
  • Funds reported $118M of Graham Corp stock for Q4 2020, up 19% quarter-over-quarter.
  • 6 funds opened new Graham Corp positions in Q4 2020 and 1 closed out, a net change of +5 holders.
  • The largest Graham Corp buyer in Q4 2020 was American Century Companies, an estimated $449K added.
  • The largest Graham Corp seller in Q4 2020 was American Capital Management, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2020.