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Graham Corp

133 hedge funds and large institutions have $373M invested in Graham Corp in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 50 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

245% more call options, than puts

Call options by funds: $169K | Put options by funds: $49K

51% more capital invested

Capital invested by funds: $247M → $373M (+$126M)

20% more funds holding

Funds holding: 111133 (+22)

0.5% more ownership

Funds ownership: 76.61%77.11% (+0.5%)

16% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 50

Holders
133
Holders Change
+22
Holders Change %
+19.82%
% of All Funds
1.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
42
Reduced
50
Closed
3
Calls
$169K
Puts
$49K
Net Calls
+$120K
Net Calls Change
+$182K
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1
Brandes Investment Partners
California
$49.1M -$1.11M -29,621 -3%
BlackRock
2
BlackRock
New York
$34.3M +$507K +13,552 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$29.1M +$546K +14,589 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$17.7M -$429K -11,452 -3%
RA
5
Royce & Associates
New York
$17.3M -$1.47M -39,274 -9%
Renaissance Technologies
6
Renaissance Technologies
New York
$16.7M +$1.12M +29,900 +9%
First Eagle Investment Management
7
First Eagle Investment Management
New York
$15.7M +$65.5K +1,750 +0.5%
WA
8
Wasatch Advisors
Utah
$13.5M -$995K -26,581 -8%
GI
9
GAMCO Investors
Connecticut
$12.3M -$195K -5,200 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.3M -$83.6K -2,232 -1%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$9.52M -$437K -11,679 -5%
CCA
12
Cobblestone Capital Advisors
New York
$8.33M -$18.7K -500 -0.3%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$8M +$287K +7,673 +4%
State Street
14
State Street
Massachusetts
$7.74M +$578K +15,434 +10%
Invesco
15
Invesco
Georgia
$7.04M +$5.55M +148,340 +1,479%
Morgan Stanley
16
Morgan Stanley
New York
$6.98M -$33.5K -895 -0.6%
EIM
17
Essex Investment Management
Massachusetts
$6.26M -$1.85M -49,537 -26%
GIPM
18
G2 Investment Partners Management
New York
$6.17M -$1.63M -43,455 -24%
American Century Companies
19
American Century Companies
Missouri
$6.12M +$2.98M +79,671 +137%
KCM
20
Kennedy Capital Management
Missouri
$5.34M -$89.5K -2,392 -2%
HIM
21
Hillsdale Investment Management
Ontario, Canada
$4.66M +$92.5K +2,470 +2%
Northern Trust
22
Northern Trust
Illinois
$4.27M +$56K +1,495 +2%
PAIM
23
Punch & Associates Investment Management
Minnesota
$3.39M +$43K +1,149 +2%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.36M +$437K +11,683 +18%
TA
25
Teton Advisors
New York
$3.02M -$1.12M -30,000 -31%

GHM Hedge Fund Activity: Q4 2024 in Review

133 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Graham Corp (GHM) for Q4 2024, worth a combined $373M — up 51% from $247M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new GHM positions and 3 closed out — a net gain of 22 holders — while 42 added to existing stakes and 50 trimmed.

The largest buyer was Invesco, adding an estimated $5.55M. The largest seller was Franklin Resources, cutting an estimated $2.2M.

  • 133 institutional investors held Graham Corp (GHM) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $373M of Graham Corp stock for Q4 2024, up 51% quarter-over-quarter.
  • 25 funds opened new Graham Corp positions in Q4 2024 and 3 closed out, a net change of +22 holders.
  • The largest Graham Corp buyer in Q4 2024 was Invesco, an estimated $5.55M added.
  • The largest Graham Corp seller in Q4 2024 was Franklin Resources, an estimated $2.2M sold.

Based on aggregated 13F filings for Q4 2024.