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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
Fidelity Investments
51
Fidelity Investments
Massachusetts
$18.9K -$77 -6 -0.4%
CPBTD
52
Central Pacific Bank - Trust Division
Hawaii
$18.7K
AIP
53
Ameritas Investment Partners
Nebraska
$13.7K
Legal & General Group
54
Legal & General Group
United Kingdom
$12K
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$10.1K
TRCT
56
Tower Research Capital (TRC)
New York
$10K -$1.18K -92 -10%
Comerica Bank
57
Comerica Bank
Texas
$5.22K +$154 +12 +3%
AB
58
Amalgamated Bank
New York
$5K
Osaic Holdings
59
Osaic Holdings
Arizona
$1.57K
Lazard Asset Management
60
Lazard Asset Management
New York
$1K +$256 +20 +26%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.5K +117 New
IWP
62
IAG Wealth Partners
Wisconsin
$824
Russell Investments Group
63
Russell Investments Group
United Kingdom
$625 +$641 +50 New
SCM
64
Sterling Capital Management
North Carolina
$437 +$449 +35 New
AF
65
Allworth Financial
California
$188
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$162 -$218 -17 -57%
CAS
67
Coppell Advisory Solutions
Texas
$154
CPA
68
Capital Performance Advisors
California
$75 +$77 +6 New
HNB
69
Huntington National Bank
Ohio
$25
Millennium Management
70
Millennium Management
New York
-$903K -76,689 Closed
Victory Capital Management
71
Victory Capital Management
Texas
-$889K -75,428 Closed
Invesco
72
Invesco
Georgia
-$365K -30,955 Closed
Marshall Wace
73
Marshall Wace
United Kingdom
-$267K -22,706 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
-$218K -18,512 Closed
Man Group
75
Man Group
United Kingdom
-$212K -17,995 Closed