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Taylor Devices

39 hedge funds and large institutions have $39.1M invested in Taylor Devices in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

180% more capital invested

Capital invested by funds: $14M → $39.1M (+$25.1M)

70% more funds holding

Funds holding: 2339 (+16)

7.78% more ownership

Funds ownership: 17.95%25.72% (+7.8%)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

Holders
39
Holders Change
+16
Holders Change %
+69.57%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
19
Increased
6
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$6.49M -$168K -4,809 -4%
OC
2
Oppenheimer & Close
New York
$6.25M
Renaissance Technologies
3
Renaissance Technologies
New York
$3.14M +$112K +3,200 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.81M +$124K +3,561 +7%
PAIM
5
Punch & Associates Investment Management
Minnesota
$2.59M +$26K +745 +1%
SFS
6
Sowell Financial Services
Arkansas
$2.5M +$1.76M +50,300 New
CC
7
Courier Capital
New York
$1.74M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.54M -$10.3K -294 -0.9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.31M +$99.7K +2,858 +12%
EI
10
EAM Investors
California
$1.09M +$765K +21,929 New
DLP
11
De Lisle Partners
United Kingdom
$995K +$710K +20,362 New
EA
12
Ellsworth Advisors
Ohio
$879K +$18.3K +525 +3%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$661K +$464K +13,288 New
BlackRock
14
BlackRock
New York
$648K -$132K -3,781 -23%
Morgan Stanley
15
Morgan Stanley
New York
$609K -$368K -10,554 -46%
NWMG
16
National Wealth Management Group
Ohio
$590K +$414K +11,856 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$513K -$628 -18 -0.2%
OSAM
18
O'Shaughnessy Asset Management
Connecticut
$488K +$342K +9,809 New
PCM
19
Perritt Capital Management
Illinois
$471K -$145K -4,145 -30%
State Street
20
State Street
Massachusetts
$431K +$302K +8,661 New
EP
21
Elkhorn Partners
Nebraska
$403K -$338K -9,700 -54%
Citadel Advisors
22
Citadel Advisors
Florida
$389K +$273K +7,816 New
JBA
23
Johnson Bixby & Associates
Washington
$373K +$262K +7,500 New
Northern Trust
24
Northern Trust
Illinois
$358K -$171K -4,896 -40%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$337K +$237K +6,778 New

TAYD Hedge Fund Activity: Q1 2024 in Review

39 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Taylor Devices (TAYD) for Q1 2024, worth a combined $39.1M — up 180% from $14M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new TAYD positions and 2 closed out — a net gain of 17 holders — while 6 added to existing stakes and 9 trimmed.

The largest buyer was Sowell Financial Services, opening a new position worth an estimated $1.76M. The largest seller was Morgan Stanley, cutting an estimated $368K.

  • 39 institutional investors held Taylor Devices (TAYD) as of Q1 2024, up from 23 in Q4 2023.
  • Funds reported $39.1M of Taylor Devices stock for Q1 2024, up 180% quarter-over-quarter.
  • 19 funds opened new Taylor Devices positions in Q1 2024 and 2 closed out, a net change of +17 holders.
  • The largest Taylor Devices buyer in Q1 2024 was Sowell Financial Services, an estimated $1.76M added.
  • The largest Taylor Devices seller in Q1 2024 was Morgan Stanley, an estimated $368K sold.

Based on aggregated 13F filings for Q1 2024.