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Twin Disc

76 hedge funds and large institutions have $157M invested in Twin Disc in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

10% more capital invested

Capital invested by funds: $142M → $157M (+$14.4M)

6% more funds holding

Funds holding: 7276 (+4)

76% less call options, than puts

Call options by funds: $26K | Put options by funds: $107K

Holders
76
Holders Change
+4
Holders Change %
+5.56%
% of All Funds
2.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
31
Reduced
26
Closed
3
Calls
$26K
Puts
$107K
Net Calls
-$81K
Net Calls Change
-$114K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$20.7M +$541K +21,309 +3%
Goldman Sachs
2
Goldman Sachs
New York
$17.1M +$821K +32,327 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.6M -$38.9K -1,533 -0.3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$12.5M -$140K -5,512 -1%
TAM
5
THB Asset Management
Connecticut
$9.04M -$240K -9,462 -3%
GF
6
Gabelli Funds
New York
$7.66M +$76.2K +3,000 +1%
BA
7
Broadview Advisors
Wisconsin
$7.56M +$95.7K +3,767 +1%
BIT
8
BlackRock Institutional Trust
California
$7.35M +$522K +20,550 +8%
Vanguard Group
9
Vanguard Group
Pennsylvania
$6.31M +$38K +1,496 +0.6%
BFA
10
BlackRock Fund Advisors
California
$6.23M +$634K +24,972 +12%
TA
11
Teton Advisors
New York
$5.84M +$652K +25,648 +13%
Lord, Abbett & Co
12
Lord, Abbett & Co
New Jersey
$5.14M +$894K +35,200 +22%
Ameriprise
13
Ameriprise
Minnesota
$4.83M -$3.4M -133,672 -42%
State Street
14
State Street
Massachusetts
$3.58M -$4.65K -183 -0.1%
Northern Trust
15
Northern Trust
Illinois
$3.44M -$86.8K -3,418 -3%
MDCM
16
Morgan Dempsey Capital Management
Wisconsin
$3.21M +$2.08M +81,839 +200%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.9M +$41.2K +1,621 +1%
SKK
18
Shepherd Kaplan Krochuk
Massachusetts
$1.36M -$152K -6,000 -10%
PPA
19
Parametric Portfolio Associates
Washington
$1.17M +$29.4K +1,157 +3%
GAM
20
Gotham Asset Management
New York
$1.13M -$15.2K -598 -1%
Wells Fargo
21
Wells Fargo
California
$1.09M -$4.67K -184 -0.4%
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$997K -$2.87M -112,940 -75%
TCIM
23
TIAA CREF Investment Management
New York
$992K +$19.8K +778 +2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$933K +$25.8K +1,015 +3%
BCM
25
Bridgeway Capital Management
Texas
$773K