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Twin Disc

56 hedge funds and large institutions have $54.4M invested in Twin Disc in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.64% more ownership

Funds ownership: 57.47%58.11% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less funds holding

Funds holding: 5956 (-3)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

36% less capital invested

Capital invested by funds: $84.6M → $54.4M (-$30.2M)

Holders
56
Holders Change
-3
Holders Change %
-5.08%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
18
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
26
Perritt Capital Management
Illinois
$140K -$228K -24,308 -55%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$116K +$937 +100 +0.6%
Baird Financial Group
28
Baird Financial Group
Wisconsin
$115K
California State Teachers Retirement System (CalSTRS)
29
California State Teachers Retirement System (CalSTRS)
California
$111K +$1.72K +184 +1%
IIM
30
Ironwood Investment Management
Massachusetts
$88K +$118K +12,616 New
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$80K -$7.93K -846 -7%
LPL Financial
32
LPL Financial
California
$73K
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$64K
Morgan Stanley
34
Morgan Stanley
New York
$57K -$70.2K -7,488 -48%
UBS Group
35
UBS Group
Switzerland
$45K -$87.1K -9,299 -59%
AIG
36
American International Group
New York
$43K -$2.6K -277 -4%
MDCM
37
Morgan Dempsey Capital Management
Wisconsin
$35K -$39.5K -4,213 -45%
AA
38
Ancora Advisors
Ohio
$34K -$50.8K -5,425 -53%
RA
39
Royce & Associates
New York
$30K
Victory Capital Management
40
Victory Capital Management
Texas
$26K +$34.8K +3,716 New
Barclays
41
Barclays
United Kingdom
$24K -$66.2K -7,061 -67%
JP Morgan Chase
42
JP Morgan Chase
New York
$23K -$289K -30,875 -90%
BNP Paribas Financial Markets
43
BNP Paribas Financial Markets
France
$22.7K +$6.91K +737 +29%
Deutsche Bank
44
Deutsche Bank
Germany
$22K -$23.8K -2,540 -44%
Citigroup
45
Citigroup
New York
$22K +$8.83K +942 +42%
US Bancorp
46
US Bancorp
Minnesota
$18K -$40.8K -4,355 -64%
Legal & General Group
47
Legal & General Group
United Kingdom
$10K -$5.67K -605 -31%
AIP
48
Ameritas Investment Partners
Nebraska
$5K
AF
49
Allworth Financial
California
$4K
GWM
50
Geneos Wealth Management
Colorado
$3K