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Taylor Devices

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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

0.6% less ownership

Funds ownership: 37.1%36.49% (-0.6%)

10% less funds holding

Funds holding: 5953 (-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

Holders
53
Holders Change
-6
Holders Change %
-10.17%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
21
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.64M +$1.06M +23,389 +17%
BlackRock
2
BlackRock
New York
$6.24M +$1.15M +25,333 +20%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.25M -$407K -8,954 -7%
OC
4
Oppenheimer & Close
New York
$5.23M
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.81M +$255K +5,611 +9%
American Century Companies
6
American Century Companies
Missouri
$2.13M -$86.7K -1,906 -4%
PAIM
7
Punch & Associates Investment Management
Minnesota
$2.08M -$57.8K -1,270 -2%
Renaissance Technologies
8
Renaissance Technologies
New York
$2.02M +$109K +2,400 +5%
CC
9
Courier Capital
New York
$1.99M +$351K +7,721 +19%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.91M +$465K +10,224 +29%
State Street
11
State Street
Massachusetts
$1.37M -$121K -2,669 -8%
Northern Trust
12
Northern Trust
Illinois
$1.15M +$180K +3,958 +17%
DLP
13
De Lisle Partners
United Kingdom
$1.09M +$124K +2,727 +12%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$1.02M +$214K +4,700 +24%
OSAM
15
O'Shaughnessy Asset Management
Connecticut
$821K -$425K -9,336 -32%
PGCM
16
Prescott Group Capital Management
Oklahoma
$637K
Morgan Stanley
17
Morgan Stanley
New York
$629K +$5.19K +114 +0.8%
Goldman Sachs
18
Goldman Sachs
New York
$531K +$580K +12,748 New
First Trust Advisors
19
First Trust Advisors
Illinois
$411K -$49.1K -1,080 -10%
RWM
20
Ritholtz Wealth Management
New York
$405K -$230K -5,051 -34%
Charles Schwab
21
Charles Schwab
California
$373K +$62.1K +1,366 +18%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$358K +$392K +8,607 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$295K -$81.3K -1,788 -20%
JP Morgan Chase
24
JP Morgan Chase
New York
$292K +$272K +5,976 +578%
Citadel Advisors
25
Citadel Advisors
Florida
$210K +$230K +5,056 New

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.