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Twin Disc

60 hedge funds and large institutions have $91.7M invested in Twin Disc in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

9% more funds holding

Funds holding: 5560 (+5)

4.9% more ownership

Funds ownership: 44.4%49.3% (+4.9%)

0% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 18

13% less capital invested

Capital invested by funds: $105M → $91.7M (-$13.5M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
60
Holders Change
+5
Holders Change %
+9.09%
% of All Funds
1.5%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
14
Increased
18
Reduced
18
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$382K +$426K +23,649 New
LCM
27
Lafitte Capital Management
Texas
$292K -$1.43M -79,421 -81%
FRM
28
Foundation Resource Management
Arkansas
$289K
TA
29
Teachers Advisors
New York
$273K +$305K +16,920 New
Deutsche Bank
30
Deutsche Bank
Germany
$273K +$306K +16,994 New
Invesco
31
Invesco
Georgia
$270K -$49.3K -2,738 -14%
California State Teachers Retirement System (CalSTRS)
32
California State Teachers Retirement System (CalSTRS)
California
$244K +$272K +15,100 New
AG
33
Advisor Group
Arizona
$236K +$8.63K +479 +3%
RhumbLine Advisers
34
RhumbLine Advisers
Massachusetts
$163K +$182K +10,085 New
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$147K +$164K +9,100 New
JP Morgan Chase
36
JP Morgan Chase
New York
$120K
Morgan Stanley
37
Morgan Stanley
New York
$120K +$96.4K +5,351 +253%
Bank of America
38
Bank of America
North Carolina
$113K -$3.42K -190 -3%
NFA
39
Nationwide Fund Advisors
Ohio
$106K +$82.7K +4,590 +230%
AIG
40
American International Group
New York
$85K +$95.4K +5,296 New
Barclays
41
Barclays
United Kingdom
$70K -$75.1K -4,168 -49%
SFG
42
SevenBridge Financial Group
Pennsylvania
$65K -$4.96K -275 -6%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$51K
SEI Investments
44
SEI Investments
Pennsylvania
$33K -$3.59K -199 -9%
CG
45
Cutler Group
California
$26K +$20.4K +1,133 +227%
PCM
46
Prelude Capital Management
New York
$22K +$24.2K +1,341 New
Legal & General Group
47
Legal & General Group
United Kingdom
$20K +$22.1K +1,228 New
AIM
48
Acrospire Investment Management
Illinois
$18K +$19.7K +1,091 New
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$16K +$631 +35 +4%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$14.4K +$16.1K +895 New