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Twin Disc
TWIN

57 hedge funds and large institutions have $136M invested in Twin Disc in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

21% more capital invested

Capital invested by funds: $112M → $136M (+$23.9M)

16% more funds holding

Funds holding: 49 → 57 (+8)

1.79% more ownership

Funds ownership: 58.29% → 60.08% (+1.8%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
24
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$990K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$926K
3
Millennium Management
Millennium Management
New York
+$556K
4
Bank of America
Bank of America
North Carolina
+$534K
5
Jane Street
Jane Street
New York
+$470K

Top Sellers

1
AE
AMH Equity
New York
-$784K
2
PRCP
Pacific Ridge Capital Partners
Oregon
-$700K
3
GI
GAMCO Investors
Connecticut
-$684K
4
SC
Skylands Capital
Wisconsin
-$633K
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$328K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$7.91K +$5.97K +423 +631%
Comerica Bank
52
Comerica Bank
Texas
$6.19K -$297 -21 -5%
Lazard Asset Management
53
Lazard Asset Management
New York
$2K +$2.54K +180 New
IWP
54
IAG Wealth Partners
Wisconsin
$1.07K – – –
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$226 +$198 +14 New
CAS
56
Coppell Advisory Solutions
Texas
$194 -$367 -26 -68%
HNB
57
Huntington National Bank
Ohio
$32 – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
– -$15K -1,090 Closed
PPC
59
Park Place Capital
Alabama
– -$3.88K -283 Closed
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