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Twin Disc

64 hedge funds and large institutions have $124M invested in Twin Disc in 2019 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

13% more capital invested

Capital invested by funds: $109M → $124M (+$14.4M)

0.09% more ownership

Funds ownership: 56.68%56.77% (+0.09%)

4% less funds holding

Funds holding: 6764 (-3)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

Holders
64
Holders Change
-3
Holders Change %
-4.48%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
17
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$26M -$499K -29,279 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.3M +$420K +24,617 +4%
BlackRock
3
BlackRock
New York
$10.6M -$304K -17,829 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.43M +$93.2K +5,464 +1%
TA
5
Teton Advisors
New York
$8.04M +$419K +24,589 +5%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$7.18M +$237K +13,920 +3%
GF
7
Gabelli Funds
New York
$6.72M +$56.3K +3,300 +0.8%
PRCP
8
Pacific Ridge Capital Partners
Oregon
$6.12M +$1.31M +76,860 +26%
BA
9
Broadview Advisors
Wisconsin
$4.05M +$72K +4,225 +2%
GWI
10
Grace & White Inc
New York
$3.57M
Wellington Management Group
11
Wellington Management Group
Massachusetts
$3.45M +$803K +47,100 +29%
WC
12
Walthausen & Co
New York
$3.09M +$530K +31,057 +20%
State Street
13
State Street
Massachusetts
$2.19M +$50.9K +2,985 +2%
Northern Trust
14
Northern Trust
Illinois
$1.96M +$8.51K +499 +0.4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.79M +$108K +6,304 +6%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$1.75M +$82.5K +4,840 +5%
DCCA
17
D.C. Capital Advisors
New York
$1.67M -$186K -10,900 -10%
RA
18
Royce & Associates
New York
$1.65M
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$1.55M +$851K +49,900 +116%
SC
20
Skylands Capital
Wisconsin
$1.29M -$402K -23,560 -23%
BCM
21
Bridgeway Capital Management
Texas
$909K
State of Wisconsin Investment Board
22
State of Wisconsin Investment Board
Wisconsin
$832K
Renaissance Technologies
23
Renaissance Technologies
New York
$804K -$500K -29,305 -38%
PCM
24
Perritt Capital Management
Illinois
$781K
Wells Fargo
25
Wells Fargo
California
$766K +$26.7K +1,565 +4%