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Twin Disc

70 hedge funds and large institutions have $152M invested in Twin Disc in 2013 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 19 increasing their positions, 32 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less capital invested

Capital invested by funds: $157M → $152M (-$4.94M)

8% less funds holding

Funds holding: 7670 (-6)

41% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 32

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

Holders
70
Holders Change
-6
Holders Change %
-7.89%
% of All Funds
2.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
19
Reduced
32
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$20.7M +$237K +8,978 +1%
Goldman Sachs
2
Goldman Sachs
New York
$15.9M -$1.1M -41,779 -6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$12.6M +$90.3K +3,421 +0.7%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$12.2M -$236K -8,938 -2%
TAM
5
THB Asset Management
Connecticut
$9.81M +$876K +33,200 +10%
GF
6
Gabelli Funds
New York
$7.59M
BIT
7
BlackRock Institutional Trust
California
$7.36M +$78.8K +2,987 +1%
BA
8
Broadview Advisors
Wisconsin
$7.12M -$383K -14,500 -5%
Vanguard Group
9
Vanguard Group
Pennsylvania
$6.27M +$19.7K +745 +0.3%
TA
10
Teton Advisors
New York
$6.16M +$383K +14,500 +6%
BFA
11
BlackRock Fund Advisors
California
$5.93M -$247K -9,366 -4%
Ameriprise
12
Ameriprise
Minnesota
$4.51M -$280K -10,612 -6%
Lord, Abbett & Co
13
Lord, Abbett & Co
New Jersey
$4.2M -$904K -34,250 -17%
State Street
14
State Street
Massachusetts
$3.5M -$40.4K -1,531 -1%
Northern Trust
15
Northern Trust
Illinois
$3.4M -$1.85K -70 -0.1%
MDCM
16
Morgan Dempsey Capital Management
Wisconsin
$3.3M +$125K +4,720 +4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$2.54M -$331K -12,542 -11%
PRCP
18
Pacific Ridge Capital Partners
Oregon
$1.36M +$1.38M +52,360 New
SKK
19
Shepherd Kaplan Krochuk
Massachusetts
$1.29M -$53K -2,009 -4%
PPA
20
Parametric Portfolio Associates
Washington
$1.16M -$132 -5 -0%
Wells Fargo
21
Wells Fargo
California
$1.07M -$1.61K -61 -0.1%
TCIM
22
TIAA CREF Investment Management
New York
$983K
Geode Capital Management
23
Geode Capital Management
Massachusetts
$934K +$10.6K +402 +1%
GAM
24
Gotham Asset Management
New York
$834K -$287K -10,877 -25%
BCM
25
Bridgeway Capital Management
Texas
$766K