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Twin Disc

49 hedge funds and large institutions have $112M invested in Twin Disc in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

22% more capital invested

Capital invested by funds: $91.6M → $112M (+$20M)

14% more funds holding

Funds holding: 4349 (+6)

0.6% less ownership

Funds ownership: 58.9%58.29% (-0.6%)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

Holders
49
Holders Change
+6
Holders Change %
+13.95%
% of All Funds
0.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
8
Increased
13
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$254K +$240K +18,540 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$218K +$18.7K +1,447 +10%
Citadel Advisors
28
Citadel Advisors
Florida
$199K +$188K +14,511 New
Wells Fargo
29
Wells Fargo
California
$173K -$32.3K -2,499 -17%
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$171K +$161K +12,471 New
Bank of America
31
Bank of America
North Carolina
$109K +$90.7K +7,010 +723%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$105K -$543 -42 -0.5%
US Bancorp
33
US Bancorp
Minnesota
$43.1K
Morgan Stanley
34
Morgan Stanley
New York
$39.1K -$22.9K -1,773 -38%
Barclays
35
Barclays
United Kingdom
$35.1K +$33.1K +2,558 New
Qube Research & Technologies (QRT)
36
Qube Research & Technologies (QRT)
United Kingdom
$30K +$28.3K +2,184 New
TRCT
37
Tower Research Capital (TRC)
New York
$23.9K +$20.3K +1,572 +909%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$16.5K
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$15K
Osaic Holdings
40
Osaic Holdings
Arizona
$11.9K +$78 +6 +0.7%
AF
41
Allworth Financial
California
$7.37K +$194 +15 +3%
Comerica Bank
42
Comerica Bank
Texas
$5.55K +$5.23K +404 New
UBS Group
43
UBS Group
Switzerland
$4.1K +$2.5K +193 +182%
PPC
44
Park Place Capital
Alabama
$3.88K
NA
45
NewEdge Advisors
Louisiana
$919 +$867 +67 New
IWP
46
IAG Wealth Partners
Wisconsin
$906
JP Morgan Chase
47
JP Morgan Chase
New York
$371 -$3.14K -243 -90%
CAS
48
Coppell Advisory Solutions
Texas
$369 +$194 +15 +65%
HNB
49
Huntington National Bank
Ohio
$27
Squarepoint
50
Squarepoint
New York
-$117K -10,393 Closed