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Twin Disc

43 hedge funds and large institutions have $91.6M invested in Twin Disc in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

19% more capital invested

Capital invested by funds: $76.9M → $91.6M (+$14.8M)

0.63% more ownership

Funds ownership: 58.26%58.9% (+0.63%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 4543 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.68%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
15
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$18.7M +$696K +63,500 +4%
JIC
2
Juniper Investment Company
New York
$11.7M
AE
3
AMH Equity
New York
$9.3M +$1.2M +109,884 +15%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$7.19M +$332K +30,281 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.93M +$10K +916 +0.2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$5.54M -$69.4K -6,330 -1%
RA
7
Royce & Associates
New York
$4.86M -$334K -30,460 -7%
HA
8
Heartland Advisors
Wisconsin
$4.5M
GF
9
Gabelli Funds
New York
$4.2M +$464K +42,346 +13%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$4M -$37K -3,379 -0.9%
GWI
11
Grace & White Inc
New York
$2.52M
BlackRock
12
BlackRock
New York
$2.07M +$50.9K +4,640 +3%
SC
13
Skylands Capital
Wisconsin
$1.75M -$612K -55,870 -26%
TA
14
Teton Advisors
New York
$1.32M +$8.77K +800 +0.7%
RC
15
RBF Capital
California
$1.27M
KCM
16
Kennedy Capital Management
Missouri
$1.25M
Geode Capital Management
17
Geode Capital Management
Massachusetts
$1.1M +$57.7K +5,269 +6%
Victory Capital Management
18
Victory Capital Management
Texas
$992K -$376K -34,322 -28%
Renaissance Technologies
19
Renaissance Technologies
New York
$794K +$172K +15,648 +29%
BCM
20
Bridgeway Capital Management
Texas
$685K
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$462K
State Street
22
State Street
Massachusetts
$408K
Northern Trust
23
Northern Trust
Illinois
$300K +$32.6K +2,973 +13%
Millennium Management
24
Millennium Management
New York
$204K +$17.9K +1,636 +10%
Wells Fargo
25
Wells Fargo
California
$170K +$33 +3 +0%

TWIN Hedge Fund Activity: Q2 2023 in Review

43 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Twin Disc (TWIN) for Q2 2023, worth a combined $91.6M — up 19% from $76.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of TWIN and 4 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 15 added.

The largest buyer was AMH Equity, adding an estimated $1.2M. The largest seller was Skylands Capital, cutting an estimated $612K.

  • 43 institutional investors held Twin Disc (TWIN) as of Q2 2023, down from 45 in Q1 2023.
  • Funds reported $91.6M of Twin Disc stock for Q2 2023, up 19% quarter-over-quarter.
  • 4 funds opened new Twin Disc positions in Q2 2023 and 5 closed out, a net change of -1 holder.
  • The largest Twin Disc buyer in Q2 2023 was AMH Equity, an estimated $1.2M added.
  • The largest Twin Disc seller in Q2 2023 was Skylands Capital, an estimated $612K sold.

Based on aggregated 13F filings for Q2 2023.