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Twin Disc

59 hedge funds and large institutions have $84M invested in Twin Disc in 2019 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

2.18% more ownership

Funds ownership: 57.35%59.53% (+2.2%)

5% less funds holding

Funds holding: 6259 (-3)

20% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 10

26% less capital invested

Capital invested by funds: $113M → $84M (-$29.4M)

Holders
59
Holders Change
-3
Holders Change %
-4.84%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
23
Reduced
16
Closed
10
Calls
$31K
Puts
Net Calls
+$31K
Net Calls Change
+$31K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$10K +$356 +30 +3%
AIP
52
Ameritas Investment Partners
Nebraska
$8K
AF
53
Allworth Financial
California
$6K
FPS
54
Fieldpoint Private Securities
Connecticut
$5K -$13.9K -1,172 -72%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$5K +$36 +3 +0.6%
QCMC
56
Quantum Capital Management (California)
California
$5K +$5.75K +485 New
TFGT
57
TS Financial Group (TSFG)
Illinois
$5K +$5.92K +500 New
GWM
58
Geneos Wealth Management
Colorado
$4K
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$1K +$1.33K +112 New
Wellington Management Group
60
Wellington Management Group
Massachusetts
-$3.06M -202,960 Closed
WC
61
Walthausen & Co
New York
-$2.7M -178,687 Closed
CEP
62
Chicago Equity Partners
Illinois
-$332K -21,970 Closed
First Trust Advisors
63
First Trust Advisors
Illinois
-$272K -18,027 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
64
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$186K -12,300 Closed
AG
65
Aperio Group
California
-$19K -1,232 Closed
MAM
66
Marquette Asset Management
Minnesota
-$13K -859 Closed
QT
67
Quantamental Technologies
New York
-$6K -407 Closed
EWM
68
Executive Wealth Management
Michigan
-$5K -200 Closed
CCM
69
Cribstone Capital Management
Maine
-$1K -40 Closed