Twin Disc
TWIN
85 hedge funds and large institutions have $207M invested in Twin Disc in 2014 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 14 increasing their positions, 36 reducing their positions, and 7 closing their positions.
243% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 7
89% more call options, than puts
Call options by funds: $3.71M | Put options by funds: $1.96M
31% more capital invested
Capital invested by funds: $158M → $207M (+$48.9M)
25% more funds holding
Funds holding: 68 → 85 (+17)
61% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$9.3M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$6.78M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$3.48M |
| 4 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$1.32M |
| 5 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$11.6M |
| 2 |
BA
Broadview Advisors
Milwaukee,
Wisconsin
|
-$2.47M |
| 3 |
Neuberger Berman Group
New York
|
-$2.12M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$810K |
| 5 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
-$736K |
TWIN Hedge Fund Activity: Q2 2014 in Review
85 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Twin Disc (TWIN) for Q2 2014, worth a combined $207M — up 31% from $158M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new TWIN positions and 7 closed out — a net gain of 17 holders — while 14 added to existing stakes and 36 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $9.3M. The largest seller was Goldman Sachs, exiting entirely with an estimated $11.6M sold.
- 85 institutional investors held Twin Disc (TWIN) as of Q2 2014, up from 68 in Q1 2014.
- Funds reported $207M of Twin Disc stock for Q2 2014, up 31% quarter-over-quarter.
- 24 funds opened new Twin Disc positions in Q2 2014 and 7 closed out, a net change of +17 holders.
- The largest Twin Disc buyer in Q2 2014 was Wellington Management Group, an estimated $9.3M added.
- The largest Twin Disc seller in Q2 2014 was Goldman Sachs, an estimated $11.6M sold.
Based on aggregated 13F filings for Q2 2014.