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Twin Disc
TWIN

40 hedge funds and large institutions have $98M invested in Twin Disc in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

51% more capital invested

Capital invested by funds: $64.8M → $98M (+$33.2M)

0.78% more ownership

Funds ownership: 49.68% → 50.46% (+0.78%)

0% more funds holding

Funds holding: 40 → 40 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

8% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 13

Holders
40
Holders Change
–
Holders Change %
0%
% of All Funds
0.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
3
Increased
12
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RA
Royce & Associates
New York
+$2.62M
2
HA
Heartland Advisors
Wisconsin
+$486K
3
PRCP
Pacific Ridge Capital Partners
Oregon
+$441K
4
State Street
State Street
Massachusetts
+$407K
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$297K

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$627K
2
HNB
Huntington National Bank
Ohio
-$622K
3
BlackRock
BlackRock
New York
-$487K
4
GWI
Grace & White Inc
New York
-$338K
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$221K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$19K +$212 +17 +1%
Barclays
27
Barclays
United Kingdom
$10K +$5.08K +408 +129%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$7K -$859 -69 -12%
AF
29
Allworth Financial
California
$7K – – –
TFGT
30
TS Financial Group (TSFG)
Illinois
$7K – – –
GWM
31
Geneos Wealth Management
Colorado
$5K – – –
HI
32
Harbour Investments
Wisconsin
$5K – – –
UBS Group
33
UBS Group
Switzerland
$5K +$2.84K +228 +215%
IWP
34
IAG Wealth Partners
Wisconsin
$1K – – –
Osaic Holdings
35
Osaic Holdings
Arizona
$1K – – –
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$1K +$809 +65 New
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$128 – – –
HNB
38
Huntington National Bank
Ohio
– -$622K -50,000 -100%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
– -$221K -23,139 Closed
Squarepoint
40
Squarepoint
New York
– -$135K -14,168 Closed
Millennium Management
41
Millennium Management
New York
– -$131K -13,693 Closed
TRCT
42
Tower Research Capital (TRC)
New York
– -$6.16K -495 -94%
1
2

TWIN Hedge Fund Activity: Q2 2021 in Review

40 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Twin Disc (TWIN) for Q2 2021, worth a combined $98M — up 51% from $64.8M a quarter earlier.

Fund positioning in TWIN was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 13 trimmed.

The largest buyer was Royce & Associates, opening a new position worth an estimated $2.62M. The largest seller was Renaissance Technologies, cutting an estimated $627K.

  • 40 institutional investors held Twin Disc (TWIN) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $98M of Twin Disc stock for Q2 2021, up 51% quarter-over-quarter.
  • 3 funds opened new Twin Disc positions in Q2 2021 and 3 closed out, a net change of 0 holders.
  • The largest Twin Disc buyer in Q2 2021 was Royce & Associates, an estimated $2.62M added.
  • The largest Twin Disc seller in Q2 2021 was Renaissance Technologies, an estimated $627K sold.

Based on aggregated 13F filings for Q2 2021.