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Twin Disc

75 hedge funds and large institutions have $168M invested in Twin Disc in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

17% more funds holding

Funds holding: 6475 (+11)

11% more capital invested

Capital invested by funds: $151M → $168M (+$17.3M)

2.63% more ownership

Funds ownership: 52.56%55.2% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
75
Holders Change
+11
Holders Change %
+17.19%
% of All Funds
1.71%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
27
Reduced
16
Closed
6
Calls
$212K
Puts
Net Calls
+$212K
Net Calls Change
+$398K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
26
Algert Global
California
$1.1M +$213K +8,385 +21%
PCM
27
Perritt Capital Management
Illinois
$1.08M +$1.19M +46,900 New
OAM
28
Oberweis Asset Management
Illinois
$1.07M
Wells Fargo
29
Wells Fargo
California
$1.02M +$11.4K +449 +1%
MDCM
30
Morgan Dempsey Capital Management
Wisconsin
$995K -$40.3K -1,586 -4%
California Public Employees Retirement System
31
California Public Employees Retirement System
California
$966K
JP Morgan Chase
32
JP Morgan Chase
New York
$790K +$66.8K +2,631 +8%
CEP
33
Chicago Equity Partners
Illinois
$771K +$31.2K +1,230 +4%
TCIM
34
TIAA CREF Investment Management
New York
$735K -$19.9K -782 -2%
ZIM
35
Zacks Investment Management
Illinois
$586K +$646K +25,433 New
US Bancorp
36
US Bancorp
Minnesota
$575K -$32.6K -1,282 -5%
Two Sigma Investments
37
Two Sigma Investments
New York
$516K +$212K +8,328 +59%
Charles Schwab
38
Charles Schwab
California
$437K +$21.3K +840 +5%
OAM
39
Oxford Asset Management
United Kingdom
$416K +$214K +8,420 +90%
TI
40
Trexquant Investment
Connecticut
$365K +$402K +15,832 New
Bank of America
41
Bank of America
North Carolina
$356K -$8.33K -328 -2%
TA
42
Teachers Advisors
New York
$352K -$4.04K -159 -1%
Morgan Stanley
43
Morgan Stanley
New York
$332K -$120K -4,721 -25%
Invesco
44
Invesco
Georgia
$328K +$9.22K +363 +3%
First Trust Advisors
45
First Trust Advisors
Illinois
$307K +$339K +13,338 New
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$300K
Brown Advisory
47
Brown Advisory
Maryland
$267K +$295K +11,600 New
SIM
48
Spark Investment Management
New York
$239K +$264K +10,400 New
GCIA
49
Gabelli & Co Investment Advisers
New York
$225K
Marshall Wace
50
Marshall Wace
United Kingdom
$221K +$244K +9,593 New