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Twin Disc

62 hedge funds and large institutions have $113M invested in Twin Disc in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

0.58% more ownership

Funds ownership: 56.77%57.35% (+0.58%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

3% less funds holding

Funds holding: 6462 (-2)

8% less capital invested

Capital invested by funds: $124M → $113M (-$10.4M)

Holders
62
Holders Change
-2
Holders Change %
-3.13%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$592K +$611K +39,202 New
GIP
27
Granite Investment Partners
California
$542K +$559K +35,906 New
MERSOM
28
Municipal Employees' Retirement System of Michigan
Michigan
$536K +$128K +8,220 +30%
US Bancorp
29
US Bancorp
Minnesota
$495K +$123K +7,889 +32%
LPL Financial
30
LPL Financial
California
$456K +$470K +30,200 New
Charles Schwab
31
Charles Schwab
California
$360K +$30.3K +1,948 +9%
CEP
32
Chicago Equity Partners
Illinois
$332K -$178K -11,450 -34%
First Trust Advisors
33
First Trust Advisors
Illinois
$272K -$1.9K -122 -0.7%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$249K +$257K +16,518 New
California State Teachers Retirement System (CalSTRS)
35
California State Teachers Retirement System (CalSTRS)
California
$237K +$14.8K +949 +6%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$229K +$20.3K +1,302 +9%
Invesco
37
Invesco
Georgia
$223K -$7.76K -498 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$186K
JP Morgan Chase
39
JP Morgan Chase
New York
$152K -$177K -11,344 -52%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$137K
Bank of America
41
Bank of America
North Carolina
$129K +$37.2K +2,389 +39%
Deutsche Bank
42
Deutsche Bank
Germany
$116K -$85.1K -5,461 -41%
Barclays
43
Barclays
United Kingdom
$102K +$32.2K +2,067 +44%
AIG
44
American International Group
New York
$98K +$5.86K +376 +6%
RA
45
Royce & Associates
New York
$65K -$1.48M -95,000 -96%
UBS Group
46
UBS Group
Switzerland
$52K +$54.1K +3,476 New
Citigroup
47
Citigroup
New York
$40K +$2.57K +165 +7%
Legal & General Group
48
Legal & General Group
United Kingdom
$30K +$9.07K +582 +42%
FPS
49
Fieldpoint Private Securities
Connecticut
$25K +$25.3K +1,625 New
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$24K -$6.75K -433 -21%