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Graham Corp

68 hedge funds and large institutions have $124M invested in Graham Corp in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 20 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more capital invested

Capital invested by funds: $97.8M → $124M (+$25.9M)

20% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 20

11% more funds holding

Funds holding: 6168 (+7)

0.61% more ownership

Funds ownership: 69.04%69.66% (+0.61%)

Holders
68
Holders Change
+7
Holders Change %
+11.48%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
24
Reduced
20
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1
Brandes Investment Partners
California
$19.8M +$535K +35,407 +3%
RA
2
Royce & Associates
New York
$10M +$98.2K +6,500 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.96M +$208K +13,735 +3%
Renaissance Technologies
5
Renaissance Technologies
New York
$6.65M +$915K +60,564 +18%
WA
6
Wasatch Advisors
Utah
$6.5M -$2.25M -148,959 -28%
GI
7
GAMCO Investors
Connecticut
$4.96M +$216K +14,268 +5%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$4.37M +$508K +33,599 +15%
Franklin Resources
9
Franklin Resources
California
$4.25M
ACM
10
Azarias Capital Management
Pennsylvania
$4.18M -$625K -41,390 -14%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$3.59M +$270K +17,849 +9%
EIM
12
Essex Investment Management
Massachusetts
$3.28M -$46.9K -3,106 -2%
GWI
13
Grace & White Inc
New York
$3.14M
CCA
14
Cobblestone Capital Advisors
New York
$3.1M
BlackRock
15
BlackRock
New York
$2.91M -$141K -9,319 -5%
KCM
16
Kennedy Capital Management
Missouri
$2.9M -$372K -24,627 -12%
TA
17
Teton Advisors
New York
$2.22M +$75.6K +5,000 +4%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$2.06M +$883K +58,441 +89%
OCM
19
Olstein Capital Management
New York
$1.75M -$373K -24,709 -19%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$1.56M +$92.6K +6,125 +7%
EI
21
EAM Investors
California
$1.5M
FRA
22
FFG Retirement Advisors
Colorado
$1.29M -$37.8K -2,500 -3%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$1.12M -$17.2K -1,141 -2%
LCM
24
Legato Capital Management
California
$1.07M -$57.9K -3,829 -6%
Morgan Stanley
25
Morgan Stanley
New York
$1.05M +$81.5K +5,394 +9%

GHM Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q3 2023, worth a combined $124M — up 26% from $97.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new GHM positions and 0 closed out — a net gain of 7 holders — while 24 added to existing stakes and 20 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $915K. The largest seller was Wasatch Advisors, cutting an estimated $2.25M.

  • 68 institutional investors held Graham Corp (GHM) as of Q3 2023, up from 61 in Q2 2023.
  • Funds reported $124M of Graham Corp stock for Q3 2023, up 26% quarter-over-quarter.
  • 7 funds opened new Graham Corp positions in Q3 2023 and 0 closed out, a net change of +7 holders.
  • The largest Graham Corp buyer in Q3 2023 was Renaissance Technologies, an estimated $915K added.
  • The largest Graham Corp seller in Q3 2023 was Wasatch Advisors, an estimated $2.25M sold.

Based on aggregated 13F filings for Q3 2023.