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Twin Disc

71 hedge funds and large institutions have $104M invested in Twin Disc in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

13% more funds holding

Funds holding: 6371 (+8)

2.09% more ownership

Funds ownership: 60.89%62.99% (+2.1%)

26% less capital invested

Capital invested by funds: $141M → $104M (-$37M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
26
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$401K +$70.3K +4,747 +16%
OSAM
27
O'Shaughnessy Asset Management
Connecticut
$398K -$38.3K -2,584 -7%
Charles Schwab
28
Charles Schwab
California
$374K +$470K +31,730 New
Ameriprise
29
Ameriprise
Minnesota
$369K -$89.5K -6,044 -16%
Invesco
30
Invesco
Georgia
$365K +$459K +30,955 New
Marshall Wace
31
Marshall Wace
United Kingdom
$267K -$32.3K -2,179 -9%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$235K +$60K +4,049 +25%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$218K -$1.37M -92,396 -83%
Goldman Sachs
34
Goldman Sachs
New York
$216K -$439K -29,617 -62%
Man Group
35
Man Group
United Kingdom
$212K -$126K -8,486 -32%
SO
36
STRS Ohio
Ohio
$197K +$247K +16,700 New
Morgan Stanley
37
Morgan Stanley
New York
$193K +$39.2K +2,648 +19%
Squarepoint
38
Squarepoint
New York
$184K +$232K +15,649 New
N
39
Nuveen
North Carolina
$177K +$222K +15,002 New
Wells Fargo
40
Wells Fargo
California
$176K +$71.4K +4,821 +48%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$161K +$184K +12,454 +1,038%
EF
42
Empowered Funds
Pennsylvania
$155K +$195K +13,161 New
SC
43
Skylands Capital
Wisconsin
$153K -$330K -22,300 -63%
RWM
44
Ritholtz Wealth Management
New York
$151K -$42.3K -2,859 -18%
JP Morgan Chase
45
JP Morgan Chase
New York
$141K -$34.3K -2,317 -16%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$141K +$170K +11,492 New
AGM
47
Alpine Global Management
New York
$130K +$164K +11,051 New
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$102K +$129K +8,700 New
Bank of America
49
Bank of America
North Carolina
$99.1K -$258K -17,413 -67%
UBS Group
50
UBS Group
Switzerland
$84.6K +$80K +5,399 +302%