Twin Disc
TWIN
74 hedge funds and large institutions have $115M invested in Twin Disc in 2015 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 29 reducing their positions, and 11 closing their positions.
5% more capital invested
Capital invested by funds: $109M → $115M (+$5.48M)
4% less funds holding
Funds holding: 77 → 74 (-3)
10% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 29
27% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$2.54M |
| 2 |
Neuberger Berman Group
New York
|
+$1.07M |
| 3 |
Renaissance Technologies
New York
|
+$694K |
| 4 |
Morgan Stanley
New York
|
+$617K |
| 5 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$457K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$1.92M |
| 2 |
BA
Broadview Advisors
Milwaukee,
Wisconsin
|
-$1.08M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$621K |
| 4 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$499K |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$383K |
TWIN Hedge Fund Activity: Q2 2015 in Review
74 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Twin Disc (TWIN) for Q2 2015, worth a combined $115M — up 5% from $109M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of TWIN and 8 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 26 added.
The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $2.54M. The largest seller was Heartland Advisors, cutting an estimated $1.92M.
- 74 institutional investors held Twin Disc (TWIN) as of Q2 2015, down from 77 in Q1 2015.
- Funds reported $115M of Twin Disc stock for Q2 2015, up 5% quarter-over-quarter.
- 8 funds opened new Twin Disc positions in Q2 2015 and 11 closed out, a net change of -3 holders.
- The largest Twin Disc buyer in Q2 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $2.54M added.
- The largest Twin Disc seller in Q2 2015 was Heartland Advisors, an estimated $1.92M sold.
Based on aggregated 13F filings for Q2 2015.