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Graham Corp

65 hedge funds and large institutions have $93.4M invested in Graham Corp in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 7

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

42% more capital invested

Capital invested by funds: $65.6M → $93.4M (+$27.8M)

16% more funds holding

Funds holding: 5665 (+9)

4.52% more ownership

Funds ownership: 62.65%67.17% (+4.5%)

Holders
65
Holders Change
+9
Holders Change %
+16.07%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
22
Reduced
13
Closed
7
Calls
$311K
Puts
Net Calls
+$311K
Net Calls Change
+$315K
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1
Brandes Investment Partners
California
$14.9M +$3.59M +294,849 +35%
RA
2
Royce & Associates
New York
$7.84M +$238K +19,600 +3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.11M +$10.7K +880 +0.2%
WA
4
Wasatch Advisors
Utah
$6.32M +$1.82M +149,475 +45%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.06M +$396K +32,543 +9%
ACM
6
Azarias Capital Management
Pennsylvania
$4.73M -$1.45M -119,212 -25%
Renaissance Technologies
7
Renaissance Technologies
New York
$3.86M +$23.1K +1,900 +0.6%
GI
8
GAMCO Investors
Connecticut
$3.53M +$80.1K +6,586 +3%
Franklin Resources
9
Franklin Resources
California
$3.09M +$1.08M +89,037 +60%
KCM
10
Kennedy Capital Management
Missouri
$2.61M +$251K +20,597 +12%
CCA
11
Cobblestone Capital Advisors
New York
$2.44M
BlackRock
12
BlackRock
New York
$2.37M +$18.7K +1,539 +0.9%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$2.37M +$552K +45,404 +34%
GWI
14
Grace & White Inc
New York
$2.34M -$1.11M -91,152 -34%
OCM
15
Olstein Capital Management
New York
$1.75M -$330K -27,140 -17%
EI
16
EAM Investors
California
$1.67M +$1.55M +127,693 New
TA
17
Teton Advisors
New York
$1.56M +$85.2K +7,000 +6%
CWA
18
CM Wealth Advisors
Ohio
$1.36M +$1.29M +106,121 New
First Eagle Investment Management
19
First Eagle Investment Management
New York
$1.3M +$1.21M +99,635 New
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.15M +$33.3K +2,739 +3%
FRA
21
FFG Retirement Advisors
Colorado
$1.05M
EIM
22
Essex Investment Management
Massachusetts
$970K
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$895K +$832K +68,409 New
Millennium Management
24
Millennium Management
New York
$826K +$309K +25,428 +67%
Luther King Capital Management (LKCM)
25
Luther King Capital Management (LKCM)
Texas
$823K

GHM Hedge Fund Activity: Q1 2023 in Review

65 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q1 2023, worth a combined $93.4M — up 42% from $65.6M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GHM positions and 7 closed out — a net gain of 9 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Brandes Investment Partners, adding an estimated $3.59M. The largest seller was American Century Companies, cutting an estimated $5.37M.

  • 65 institutional investors held Graham Corp (GHM) as of Q1 2023, up from 56 in Q4 2022.
  • Funds reported $93.4M of Graham Corp stock for Q1 2023, up 42% quarter-over-quarter.
  • 16 funds opened new Graham Corp positions in Q1 2023 and 7 closed out, a net change of +9 holders.
  • The largest Graham Corp buyer in Q1 2023 was Brandes Investment Partners, an estimated $3.59M added.
  • The largest Graham Corp seller in Q1 2023 was American Century Companies, an estimated $5.37M sold.

Based on aggregated 13F filings for Q1 2023.