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Twin Disc

57 hedge funds and large institutions have $136M invested in Twin Disc in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

21% more capital invested

Capital invested by funds: $112M → $136M (+$23.9M)

16% more funds holding

Funds holding: 4957 (+8)

1.79% more ownership

Funds ownership: 58.29%60.08% (+1.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
24
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$632K +$83.9K +5,942 +18%
Northern Trust
27
Northern Trust
Illinois
$593K +$145K +10,300 +39%
State Street
28
State Street
Massachusetts
$572K -$2.82K -200 -0.6%
Qube Research & Technologies (QRT)
29
Qube Research & Technologies (QRT)
United Kingdom
$541K +$442K +31,322 +1,434%
Jane Street
30
Jane Street
New York
$538K +$470K +33,313 New
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$518K +$453K +32,078 New
Citigroup
32
Citigroup
New York
$441K +$124K +8,771 +47%
ECM
33
ExodusPoint Capital Management
New York
$391K +$342K +24,208 New
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$358K +$137K +9,677 +78%
Barclays
35
Barclays
United Kingdom
$334K +$255K +18,088 +707%
Morgan Stanley
36
Morgan Stanley
New York
$290K +$213K +15,118 +531%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$258K +$1.21K +86 +0.5%
6CM
38
683 Capital Management
New York
$243K +$212K +15,028 New
Citadel Advisors
39
Citadel Advisors
Florida
$218K -$14.3K -1,016 -7%
Wells Fargo
40
Wells Fargo
California
$203K +$85 +6 +0%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$168K +$147K +10,385 New
RWM
42
Ritholtz Wealth Management
New York
$164K +$143K +10,132 New
JP Morgan Chase
43
JP Morgan Chase
New York
$159K +$138K +9,783 +36,233%
RCM
44
Richardson Capital Management
Wisconsin
$64.6K +$56.5K +4,000 New
UBS Group
45
UBS Group
Switzerland
$55.6K +$44.4K +3,142 +1,051%
US Bancorp
46
US Bancorp
Minnesota
$23.4K -$24K -1,700 -54%
TRCT
47
Tower Research Capital (TRC)
New York
$20.2K -$6.96K -493 -28%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$19.4K
Osaic Holdings
49
Osaic Holdings
Arizona
$14.1K +$14 +1 +0.1%
AF
50
Allworth Financial
California
$8.68K