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Twin Disc

46 hedge funds and large institutions have $58.7M invested in Twin Disc in 2016 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $53.6M → $58.7M (+$5.06M)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

16% less funds holding

Funds holding: 5546 (-9)

90% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 10

Holders
46
Holders Change
-9
Holders Change %
-16.36%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
12
Reduced
14
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
26
Rutabaga Capital Management
Massachusetts
$184K +$102K +9,188 +148%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$164K
WAM
28
Wolverine Asset Management
Illinois
$163K
RA
29
Royce & Associates
New York
$140K
Baird Financial Group
30
Baird Financial Group
Wisconsin
$132K
JP Morgan Chase
31
JP Morgan Chase
New York
$89K
UBS Group
32
UBS Group
Switzerland
$61K +$2.81K +252 +5%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$40K
Bank of America
34
Bank of America
North Carolina
$30K -$23.5K -2,108 -46%
SEI Investments
35
SEI Investments
Pennsylvania
$29K +$1.61K +145 +6%
NFA
36
Nationwide Fund Advisors
Ohio
$24K -$73.5K -6,600 -77%
BA
37
BlackRock Advisors
Delaware
$22K
BIM
38
BlackRock Investment Management
Delaware
$18K
FNBT
39
FineMark National Bank & Trust
Florida
$12K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$11K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$4K -$668 -60 -17%
GWM
42
Geneos Wealth Management
Colorado
$4K
Creative Planning
43
Creative Planning
Kansas
$2K +$2.23K +200 New
Morgan Stanley
44
Morgan Stanley
New York
$1K -$18.8K -1,686 -96%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1K
PP
46
Paloma Partners
Connecticut
-$374K -34,820 Closed
LCM
47
Laurion Capital Management
New York
-$272K -25,300 Closed
CS
48
Credit Suisse
Switzerland
-$245K -22,767 Closed
AGM
49
Alpine Global Management
New York
-$124K -11,546 Closed
Jacobs Levy Equity Management
50
Jacobs Levy Equity Management
New Jersey
-$122K -11,335 Closed