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Twin Disc

69 hedge funds and large institutions have $111M invested in Twin Disc in 2024 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 26 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 15

7% more capital invested

Capital invested by funds: $104M → $111M (+$7.06M)

0.01% more ownership

Funds ownership: 62.99%63% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 7169 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
69
Holders Change
-2
Holders Change %
-2.82%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
9
Increased
26
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$473K +$485K +37,838 New
Morgan Stanley
27
Morgan Stanley
New York
$413K +$214K +16,654 +101%
Charles Schwab
28
Charles Schwab
California
$397K +$333 +26 +0.1%
Ameriprise
29
Ameriprise
Minnesota
$391K
Citadel Advisors
30
Citadel Advisors
Florida
$313K -$243K -18,949 -43%
OSAM
31
O'Shaughnessy Asset Management
Connecticut
$306K -$110K -8,580 -25%
Goldman Sachs
32
Goldman Sachs
New York
$280K +$52.7K +4,113 +22%
TI
33
Trexquant Investment
Connecticut
$268K +$275K +21,470 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$261K +$12.3K +959 +5%
SO
35
STRS Ohio
Ohio
$209K
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$194K +$175K +13,686 +754%
Wells Fargo
37
Wells Fargo
California
$189K +$2.6K +203 +1%
N
38
Nuveen
North Carolina
$187K
Barclays
39
Barclays
United Kingdom
$186K +$141K +10,959 +281%
EF
40
Empowered Funds
Pennsylvania
$173K +$8.59K +670 +5%
SC
41
Skylands Capital
Wisconsin
$162K
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$145K -$26.2K -2,040 -15%
UBS Group
43
UBS Group
Switzerland
$113K +$24.3K +1,892 +26%
Bank of America
44
Bank of America
North Carolina
$105K -$410 -32 -0.4%
Citigroup
45
Citigroup
New York
$102K +$72.3K +5,637 +225%
MIM
46
MetLife Investment Management
New Jersey
$83.5K +$48.3K +3,767 +129%
Mirae Asset Global ETFs Holdings
47
Mirae Asset Global ETFs Holdings
Hong Kong
$77.2K +$79.3K +6,184 New
CF
48
Corebridge Financial
Texas
$74.6K -$462 -36 -0.6%
JP Morgan Chase
49
JP Morgan Chase
New York
$60.7K -$91.4K -7,130 -59%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$21.2K -$89.7K -7,000 -80%