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Graham Corp

92 hedge funds and large institutions have $217M invested in Graham Corp in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

49% more capital invested

Capital invested by funds: $145M → $217M (+$71.6M)

16% more funds holding

Funds holding: 7992 (+13)

1.74% more ownership

Funds ownership: 71.44%73.18% (+1.7%)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

41% less call options, than puts

Call options by funds: $87K | Put options by funds: $147K

Holders
92
Holders Change
+13
Holders Change %
+16.46%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
33
Reduced
32
Closed
5
Calls
$87K
Puts
$147K
Net Calls
-$60K
Net Calls Change
-$263K
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1
Brandes Investment Partners
California
$32.9M +$697K +31,095 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.8M
RA
3
Royce & Associates
New York
$12.9M -$1.53M -68,043 -13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.4M -$439K -19,581 -4%
WA
5
Wasatch Advisors
Utah
$9.84M +$559K +24,961 +7%
Renaissance Technologies
6
Renaissance Technologies
New York
$9.14M -$755K -33,700 -9%
GI
7
GAMCO Investors
Connecticut
$8.16M -$58.3K -2,600 -0.9%
First Eagle Investment Management
8
First Eagle Investment Management
New York
$7.99M +$355K +15,833 +6%
BlackRock
9
BlackRock
New York
$5.34M -$228K -10,151 -5%
CCA
10
Cobblestone Capital Advisors
New York
$5.12M +$23.2K +1,036 +0.6%
Diamond Hill Capital Management
11
Diamond Hill Capital Management
Ohio
$5.01M -$524K -23,387 -11%
EIM
12
Essex Investment Management
Massachusetts
$4.9M +$54.6K +2,437 +1%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$4.67M +$495K +22,098 +15%
KCM
14
Kennedy Capital Management
Missouri
$4.62M -$56.2K -2,509 -1%
Franklin Resources
15
Franklin Resources
California
$4.08M -$2M -89,301 -37%
HIM
16
Hillsdale Investment Management
Ontario, Canada
$4.04M +$3.13M +139,472 +1,641%
Millennium Management
17
Millennium Management
New York
$3.87M +$1.32M +58,753 +71%
Invesco
18
Invesco
Georgia
$3.81M +$3.13M +139,833 New
TA
19
Teton Advisors
New York
$3.55M -$89.7K -4,000 -3%
Morgan Stanley
20
Morgan Stanley
New York
$3.47M -$2.96M -132,275 -51%
Jane Street
21
Jane Street
New York
$3.46M +$1.6M +71,314 +128%
GWI
22
Grace & White Inc
New York
$2.95M -$1.16M -51,625 -32%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$2.83M +$163K +7,260 +8%
American Century Companies
24
American Century Companies
Missouri
$2.79M +$851K +37,958 +59%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.54M +$896K +39,968 +75%

GHM Hedge Fund Activity: Q1 2024 in Review

92 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q1 2024, worth a combined $217M — up 49% from $145M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GHM positions and 5 closed out — a net gain of 13 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $3.13M. The largest seller was Morgan Stanley, cutting an estimated $2.96M.

  • 92 institutional investors held Graham Corp (GHM) as of Q1 2024, up from 79 in Q4 2023.
  • Funds reported $217M of Graham Corp stock for Q1 2024, up 49% quarter-over-quarter.
  • 18 funds opened new Graham Corp positions in Q1 2024 and 5 closed out, a net change of +13 holders.
  • The largest Graham Corp buyer in Q1 2024 was Invesco, an estimated $3.13M added.
  • The largest Graham Corp seller in Q1 2024 was Morgan Stanley, an estimated $2.96M sold.

Based on aggregated 13F filings for Q1 2024.