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Twin Disc

68 hedge funds and large institutions have $105M invested in Twin Disc in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.23% more ownership

Funds ownership: 63%63.23% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 6968 (-1)

6% less capital invested

Capital invested by funds: $111M → $105M (-$6.19M)

19% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 27

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
68
Holders Change
-1
Holders Change %
-1.45%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
22
Reduced
27
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$451K +$400K +33,483 +689%
Goldman Sachs
27
Goldman Sachs
New York
$411K +$150K +12,526 +56%
First Trust Advisors
28
First Trust Advisors
Illinois
$403K -$42.5K -3,563 -9%
Charles Schwab
29
Charles Schwab
California
$373K -$251 -21 -0.1%
Ameriprise
30
Ameriprise
Minnesota
$367K -$740 -62 -0.2%
Morgan Stanley
31
Morgan Stanley
New York
$344K -$45.6K -3,818 -12%
SC
32
Skylands Capital
Wisconsin
$321K +$171K +14,300 +110%
UBS Group
33
UBS Group
Switzerland
$252K +$148K +12,373 +136%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$246K +$167 +14 +0.1%
EF
35
Empowered Funds
Pennsylvania
$205K +$42.9K +3,596 +26%
Barclays
36
Barclays
United Kingdom
$197K +$23K +1,929 +13%
Wells Fargo
37
Wells Fargo
California
$194K +$17K +1,427 +9%
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$179K -$119K -9,995 -40%
N
39
Nuveen
North Carolina
$176K
Bank of America
40
Bank of America
North Carolina
$173K +$75.7K +6,344 +76%
Citadel Advisors
41
Citadel Advisors
Florida
$163K -$134K -11,207 -45%
TI
42
Trexquant Investment
Connecticut
$139K -$115K -9,655 -45%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$136K -$191 -16 -0.1%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$128K +$131K +10,930 New
SO
45
STRS Ohio
Ohio
$115K -$82.4K -6,900 -41%
Citigroup
46
Citigroup
New York
$101K +$5.55K +465 +6%
Deutsche Bank
47
Deutsche Bank
Germany
$101K +$103K +8,603 New
Mirae Asset Global ETFs Holdings
48
Mirae Asset Global ETFs Holdings
Hong Kong
$76.2K +$3.63K +304 +5%
CF
49
Corebridge Financial
Texas
$65.2K -$5.01K -420 -7%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$55.5K -$129K -10,777 -70%