Taylor Devices
TAYD
53 hedge funds and large institutions have $47.5M invested in Taylor Devices in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 9 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 16
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.6% less ownership
Funds ownership: 37.1% → 36.49% (-0.6%)
10% less funds holding
Funds holding: 59 → 53 (-6)
18% less capital invested
Capital invested by funds: $57.6M → $47.5M (-$10.1M)
67% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$1.15M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.06M |
| 3 |
Goldman Sachs
New York
|
+$580K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$465K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$392K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.8M |
| 2 |
SGM
Scalar Gauge Management
Dallas,
Texas
|
-$681K |
| 3 |
NWMG
National Wealth Management Group
Cincinnati,
Ohio
|
-$586K |
| 4 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
-$508K |
| 5 |
EI
EAM Investors
Solana Beach,
California
|
-$499K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAS
51
Coppell Advisory Solutions
Coppell,
Texas
| $592 | – | – | – |
|
52
Russell Investments Group
London,
United Kingdom
| $166 | -$227 | -5 | -56% |
|
|
SCM
53
Sterling Capital Management
Charlotte,
North Carolina
| $83 | – | – | – |
|
|
SFS
54
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$1.8M | -36,165 | Closed |
|
|
SGM
55
Scalar Gauge Management
Dallas,
Texas
| – | -$681K | -13,644 | Closed |
|
|
NWMG
56
National Wealth Management Group
Cincinnati,
Ohio
| – | -$586K | -11,746 | Closed |
|
|
EI
57
EAM Investors
Solana Beach,
California
| – | -$499K | -10,002 | Closed |
|
58
LSV Asset Management
Chicago,
Illinois
| – | -$407K | -8,149 | Closed |
|
59
LPL Financial
San Diego,
California
| – | -$347K | -6,953 | Closed |
|
60
Bank of New York Mellon
New York
| – | -$237K | -4,739 | Closed |
|
|
MIM
61
MetLife Investment Management
Whippany,
New Jersey
| – | -$70.3K | -1,408 | Closed |
|
62
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$948 | -19 | Closed |
|
TAYD Hedge Fund Activity: Q4 2024 in Review
53 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Taylor Devices (TAYD) for Q4 2024, worth a combined $47.5M — down 18% from $57.6M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of TAYD and 3 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 21 added.
The largest buyer was BlackRock, adding an estimated $1.15M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $1.8M sold.
- 53 institutional investors held Taylor Devices (TAYD) as of Q4 2024, down from 59 in Q3 2024.
- Funds reported $47.5M of Taylor Devices stock for Q4 2024, down 18% quarter-over-quarter.
- 3 funds opened new Taylor Devices positions in Q4 2024 and 9 closed out, a net change of -6 holders.
- The largest Taylor Devices buyer in Q4 2024 was BlackRock, an estimated $1.15M added.
- The largest Taylor Devices seller in Q4 2024 was Sowell Financial Services, an estimated $1.8M sold.
Based on aggregated 13F filings for Q4 2024.