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Twin Disc

43 hedge funds and large institutions have $91.6M invested in Twin Disc in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

19% more capital invested

Capital invested by funds: $76.9M → $91.6M (+$14.8M)

0.63% more ownership

Funds ownership: 58.26%58.9% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 4543 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
15
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$164K +$44.6K +4,066 +39%
Squarepoint
27
Squarepoint
New York
$117K +$114K +10,393 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$86.7K -$110 -10 -0.1%
Morgan Stanley
29
Morgan Stanley
New York
$52K -$2.66K -243 -5%
US Bancorp
30
US Bancorp
Minnesota
$35.4K
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$13.5K +$13.2K +1,200 New
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$12.3K
Bank of America
33
Bank of America
North Carolina
$10.9K +$756 +69 +8%
Osaic Holdings
34
Osaic Holdings
Arizona
$9.72K +$1.71K +156 +22%
AF
35
Allworth Financial
California
$5.88K
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$3.43K
PPC
37
Park Place Capital
Alabama
$3.19K
JP Morgan Chase
38
JP Morgan Chase
New York
$3.04K
TRCT
39
Tower Research Capital (TRC)
New York
$1.95K +$1.9K +173 New
UBS Group
40
UBS Group
Switzerland
$1.19K
IWP
41
IAG Wealth Partners
Wisconsin
$743
CAS
42
Coppell Advisory Solutions
Texas
$259 +$252 +23 New
HNB
43
Huntington National Bank
Ohio
$23
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
-$340K -35,392 Closed
Citadel Advisors
45
Citadel Advisors
Florida
-$151K -15,650 Closed
Jane Street
46
Jane Street
New York
-$105K -11,055 Closed
CWA
47
CM Wealth Advisors
Ohio
-$102K -11,047 Closed
WT
48
Whittier Trust
California
-$23.8K -2,500 Closed

TWIN Hedge Fund Activity: Q2 2023 in Review

43 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Twin Disc (TWIN) for Q2 2023, worth a combined $91.6M — up 19% from $76.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TWIN and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 15 added.

The largest buyer was AMH Equity, adding an estimated $1.2M. The largest seller was Skylands Capital, cutting an estimated $612K.

  • 43 institutional investors held Twin Disc (TWIN) as of Q2 2023, down from 45 in Q1 2023.
  • Funds reported $91.6M of Twin Disc stock for Q2 2023, up 19% quarter-over-quarter.
  • 4 funds opened new Twin Disc positions in Q2 2023 and 5 closed out, a net change of -1 holder.
  • The largest Twin Disc buyer in Q2 2023 was AMH Equity, an estimated $1.2M added.
  • The largest Twin Disc seller in Q2 2023 was Skylands Capital, an estimated $612K sold.

Based on aggregated 13F filings for Q2 2023.