We are live on ! Find out more
TWIN icon

Twin Disc

45 hedge funds and large institutions have $76.9M invested in Twin Disc in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 7

9% more capital invested

Capital invested by funds: $70.5M → $76.9M (+$6.41M)

1.88% more ownership

Funds ownership: 56.38%58.26% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 4645 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
45
Holders Change
-1
Holders Change %
-2.17%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
17
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$151K +$163K +15,650 New
Wells Fargo
27
Wells Fargo
California
$144K +$52.2K +5,002 +50%
Jane Street
28
Jane Street
New York
$105K +$115K +11,055 New
CWA
29
CM Wealth Advisors
Ohio
$102K +$115K +11,047 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$99K +$104K +10,000 +2,500%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$73.4K
Morgan Stanley
32
Morgan Stanley
New York
$46.4K +$22.4K +2,144 +79%
US Bancorp
33
US Bancorp
Minnesota
$30K
WT
34
Whittier Trust
California
$23.8K
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$10.4K
Bank of America
36
Bank of America
North Carolina
$8.58K -$146 -14 -2%
Osaic Holdings
37
Osaic Holdings
Arizona
$6.74K -$146 -14 -2%
AF
38
Allworth Financial
California
$4.97K
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$2.93K +$3.09K +296 +3,289%
PPC
40
Park Place Capital
Alabama
$2.7K +$136 +13 +5%
JP Morgan Chase
41
JP Morgan Chase
New York
$2K +$2.69K +258 +2,150%
UBS Group
42
UBS Group
Switzerland
$1.01K -$1.5K -144 -58%
IWP
43
IAG Wealth Partners
Wisconsin
$629
HGWM
44
Harvest Group Wealth Management
Massachusetts
$144
HNB
45
Huntington National Bank
Ohio
$19
TFGT
46
TS Financial Group (TSFG)
Illinois
-$5K -500 Closed
TRCT
47
Tower Research Capital (TRC)
New York
-$3K -333 Closed
IA
48
IFP Advisors
Florida
-$7K -234 Closed
CAS
49
Coppell Advisory Solutions
Texas
-$369 -38 Closed
CASC
50
Coppell Advisory Solutions Corp
Texas
-$369 -38 Closed