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Graham Corp

51 hedge funds and large institutions have $65.1M invested in Graham Corp in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

22% more capital invested

Capital invested by funds: $53.2M → $65.1M (+$11.8M)

4% more funds holding

Funds holding: 4951 (+2)

0.84% less ownership

Funds ownership: 65.25%64.41% (-0.84%)

29% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 17

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $87K

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
4
Increased
12
Reduced
17
Closed
2
Calls
Puts
$87K
Net Calls
-$87K
Net Calls Change
-$85K
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1
Brandes Investment Partners
California
$9.51M +$552K +66,069 +7%
American Century Companies
2
American Century Companies
Missouri
$7.7M +$33.1K +3,966 +0.5%
AIM
3
AMI Investment Management
Indiana
$5.03M -$1.93K -231 -2%
RA
4
Royce & Associates
New York
$4.96M
ACM
5
Azarias Capital Management
Pennsylvania
$4.4M -$218K -26,051 -5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$3.87M -$196K -23,425 -5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$3.13M -$239K -28,634 -7%
Renaissance Technologies
8
Renaissance Technologies
New York
$2.78M -$238K -28,500 -8%
GI
9
GAMCO Investors
Connecticut
$2.56M +$54.3K +6,500 +2%
GWI
10
Grace & White Inc
New York
$2.39M -$104K -12,500 -4%
Franklin Resources
11
Franklin Resources
California
$2.17M
CCA
12
Cobblestone Capital Advisors
New York
$1.64M
KCM
13
Kennedy Capital Management
Missouri
$1.57M -$3.99K -478 -0.3%
BlackRock
14
BlackRock
New York
$1.57M -$12.2K -1,462 -0.8%
OCM
15
Olstein Capital Management
New York
$1.42M
TA
16
Teton Advisors
New York
$984K +$188K +22,500 +25%
SEI Investments
17
SEI Investments
Pennsylvania
$770K -$68K -8,137 -8%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$734K
EIM
19
Essex Investment Management
Massachusetts
$652K +$619K +74,136 New
US Bancorp
20
US Bancorp
Minnesota
$577K
Luther King Capital Management (LKCM)
21
Luther King Capital Management (LKCM)
Texas
$553K -$148K -17,700 -22%
Morgan Stanley
22
Morgan Stanley
New York
$536K +$110K +13,133 +27%
Ameriprise
23
Ameriprise
Minnesota
$529K +$411K +49,240 +448%
Millennium Management
24
Millennium Management
New York
$527K -$27.8K -3,330 -5%
HIMC
25
Heritage Investors Management Corp
Maryland
$482K

GHM Hedge Fund Activity: Q3 2022 in Review

51 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q3 2022, worth a combined $65.1M — up 22% from $53.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new GHM positions and 2 closed out — a net gain of 2 holders — while 12 added to existing stakes and 17 trimmed.

The largest buyer was Essex Investment Management, opening a new position worth an estimated $619K. The largest seller was Hotchkis & Wiley Capital Management, exiting entirely with an estimated $826K sold.

  • 51 institutional investors held Graham Corp (GHM) as of Q3 2022, up from 49 in Q2 2022.
  • Funds reported $65.1M of Graham Corp stock for Q3 2022, up 22% quarter-over-quarter.
  • 4 funds opened new Graham Corp positions in Q3 2022 and 2 closed out, a net change of +2 holders.
  • The largest Graham Corp buyer in Q3 2022 was Essex Investment Management, an estimated $619K added.
  • The largest Graham Corp seller in Q3 2022 was Hotchkis & Wiley Capital Management, an estimated $826K sold.

Based on aggregated 13F filings for Q3 2022.