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Twin Disc

64 hedge funds and large institutions have $124M invested in Twin Disc in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

13% more capital invested

Capital invested by funds: $109M → $124M (+$14.4M)

0.09% more ownership

Funds ownership: 56.68%56.77% (+0.09%)

4% less funds holding

Funds holding: 6764 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MDCM
26
Morgan Dempsey Capital Management
Wisconsin
$671K -$33K -1,937 -5%
CEP
27
Chicago Equity Partners
Illinois
$556K
TCIM
28
TIAA CREF Investment Management
New York
$532K +$5.47K +321 +1%
Ameriprise
29
Ameriprise
Minnesota
$468K +$490K +28,750 New
MERSOM
30
Municipal Employees' Retirement System of Michigan
Michigan
$454K
US Bancorp
31
US Bancorp
Minnesota
$416K -$205 -12 -0%
Charles Schwab
32
Charles Schwab
California
$365K
JP Morgan Chase
33
JP Morgan Chase
New York
$360K -$384K -22,543 -51%
First Trust Advisors
34
First Trust Advisors
Illinois
$302K +$3.77K +221 +1%
TA
35
Teachers Advisors
New York
$255K
Invesco
36
Invesco
Georgia
$254K +$28.4K +1,663 +12%
California State Teachers Retirement System (CalSTRS)
37
California State Teachers Retirement System (CalSTRS)
California
$246K
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$231K +$11.3K +665 +5%
Deutsche Bank
39
Deutsche Bank
Germany
$221K -$542K -31,780 -70%
Grantham, Mayo, Van Otterloo & Co (GMO)
40
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$205K +$210K +12,300 New
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$152K
Bank of America
42
Bank of America
North Carolina
$104K -$203K -11,921 -66%
AIG
43
American International Group
New York
$102K -$1.59K -93 -1%
Barclays
44
Barclays
United Kingdom
$79K +$65.8K +3,857 +445%
Parallax Volatility Advisers
45
Parallax Volatility Advisers
California
$51K +$51.7K +3,034 New
Citigroup
46
Citigroup
New York
$41K -$1.47K -86 -3%
Morgan Stanley
47
Morgan Stanley
New York
$36K -$331K -19,386 -90%
AG
48
Advisor Group
Arizona
$34K
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$33.6K +$29.6K +1,734 +606%
SEI Investments
50
SEI Investments
Pennsylvania
$31K +$495 +29 +1%