We are live on ! Find out more
TWIN icon

Twin Disc

67 hedge funds and large institutions have $109M invested in Twin Disc in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

1.48% more ownership

Funds ownership: 55.2%56.68% (+1.5%)

11% less funds holding

Funds holding: 7567 (-8)

35% less capital invested

Capital invested by funds: $168M → $109M (-$58.5M)

57% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
67
Holders Change
-8
Holders Change %
-10.67%
% of All Funds
1.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
33
Reduced
16
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$656K +$6.78K +368 +0.8%
JP Morgan Chase
27
JP Morgan Chase
New York
$652K +$183K +9,916 +29%
California Public Employees Retirement System
28
California Public Employees Retirement System
California
$635K +$20.3K +1,100 +3%
MDCM
29
Morgan Dempsey Capital Management
Wisconsin
$623K -$16.6K -904 -2%
AG
30
Algert Global
California
$581K -$154K -8,349 -17%
CEP
31
Chicago Equity Partners
Illinois
$493K -$1.1K -60 -0.2%
TCIM
32
TIAA CREF Investment Management
New York
$466K -$5.58K -303 -0.9%
MERSOM
33
Municipal Employees' Retirement System of Michigan
Michigan
$403K +$502K +27,290 New
US Bancorp
34
US Bancorp
Minnesota
$368K +$589 +32 +0.1%
Charles Schwab
35
Charles Schwab
California
$323K +$53.8K +2,920 +15%
Morgan Stanley
36
Morgan Stanley
New York
$318K +$132K +7,177 +50%
Bank of America
37
Bank of America
North Carolina
$267K +$49.2K +2,670 +17%
First Trust Advisors
38
First Trust Advisors
Illinois
$264K +$84.5K +4,590 +34%
SC
39
Sepio Capital
Utah
$247K +$308K +16,720 New
TA
40
Teachers Advisors
New York
$226K
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$218K +$32.5K +1,765 +14%
Invesco
42
Invesco
Georgia
$200K -$11.8K -642 -5%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$194K +$70K +3,800 +40%
OAM
44
Oxford Asset Management
United Kingdom
$187K -$94.1K -5,112 -29%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$134K
AIG
46
American International Group
New York
$92K +$10.9K +592 +11%
UBS Group
47
UBS Group
Switzerland
$87K +$66.3K +3,603 +155%
MWNA
48
Marshall Wace North America
New York
$78K +$97.9K +5,317 New
TRCT
49
Tower Research Capital (TRC)
New York
$49K +$56.8K +3,087 +1,230%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$48K +$1.34K +73 +2%