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Twin Disc

63 hedge funds and large institutions have $141M invested in Twin Disc in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 29 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

11% more funds holding

Funds holding: 5763 (+6)

4% more capital invested

Capital invested by funds: $136M → $141M (+$5.39M)

0.81% more ownership

Funds ownership: 60.08%60.89% (+0.81%)

41% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 29

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
0.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
10
Increased
17
Reduced
29
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$706K +$56.1K +3,580 +9%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$656K +$96.6K +6,161 +18%
Ameriprise
28
Ameriprise
Minnesota
$617K +$585K +37,327 New
OSAM
29
O'Shaughnessy Asset Management
Connecticut
$601K +$223K +14,218 +64%
State Street
30
State Street
Massachusetts
$600K +$14.1K +900 +3%
SC
31
Skylands Capital
Wisconsin
$584K -$346K -22,107 -39%
HF
32
HRT Financial
New York
$522K +$495K +31,605 New
Northern Trust
33
Northern Trust
Illinois
$485K -$115K -7,358 -20%
Man Group
34
Man Group
United Kingdom
$438K +$415K +26,481 New
Citigroup
35
Citigroup
New York
$432K -$18.9K -1,205 -4%
Bank of America
36
Bank of America
North Carolina
$427K -$313K -19,990 -44%
Marshall Wace
37
Marshall Wace
United Kingdom
$411K +$390K +24,885 New
Balyasny Asset Management
38
Balyasny Asset Management
Illinois
$312K -$207K -13,209 -41%
Citadel Advisors
39
Citadel Advisors
Florida
$290K +$63.4K +4,046 +30%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$282K +$104K +6,667 +64%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$263K -$1.55K -99 -0.6%
RWM
42
Ritholtz Wealth Management
New York
$259K +$86.6K +5,525 +55%
Barclays
43
Barclays
United Kingdom
$242K -$93.8K -5,987 -29%
JP Morgan Chase
44
JP Morgan Chase
New York
$236K +$70.5K +4,496 +46%
Morgan Stanley
45
Morgan Stanley
New York
$228K -$65.7K -4,192 -23%
PAS
46
Point72 Asia (Singapore)
Singapore
$192K +$182K +11,641 New
CSS
47
Cubist Systematic Strategies
Connecticut
$191K +$181K +11,564 New
Wells Fargo
48
Wells Fargo
California
$167K -$38.9K -2,482 -20%
ECM
49
ExodusPoint Capital Management
New York
$166K -$222K -14,185 -59%
EC
50
EntryPoint Capital
New York
$36.1K +$34.2K +2,183 New