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Twin Disc

57 hedge funds and large institutions have $136M invested in Twin Disc in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

21% more capital invested

Capital invested by funds: $112M → $136M (+$23.9M)

16% more funds holding

Funds holding: 4957 (+8)

1.79% more ownership

Funds ownership: 58.29%60.08% (+1.8%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
10
Increased
24
Reduced
16
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$25.9M -$684K -48,447 -3%
JIC
2
Juniper Investment Company
New York
$16.6M -$143K -10,119 -1%
AE
3
AMH Equity
New York
$12.1M -$784K -55,520 -7%
PRCP
4
Pacific Ridge Capital Partners
Oregon
$9.26M -$700K -49,562 -8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$8.4M +$99.1K +7,015 +1%
Vanguard Group
6
Vanguard Group
Pennsylvania
$8.18M +$84.2K +5,963 +1%
RA
7
Royce & Associates
New York
$7.1M +$4.33K +307 +0.1%
HA
8
Heartland Advisors
Wisconsin
$6.46M
GF
9
Gabelli Funds
New York
$6.03M +$7.06K +500 +0.1%
Neuberger Berman Group
10
Neuberger Berman Group
New York
$5.25M -$328K -23,228 -7%
GWI
11
Grace & White Inc
New York
$3.46M -$55.1K -3,899 -2%
BlackRock
12
BlackRock
New York
$2.76M -$38.6K -2,734 -2%
RC
13
RBF Capital
California
$1.82M
Geode Capital Management
14
Geode Capital Management
Massachusetts
$1.8M +$162K +11,445 +11%
KCM
15
Kennedy Capital Management
Missouri
$1.78M -$14.4K -1,017 -0.9%
TA
16
Teton Advisors
New York
$1.78M -$96K -6,800 -6%
Victory Capital Management
17
Victory Capital Management
Texas
$1.56M +$136K +9,663 +11%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.48M +$43.8K +3,100 +4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.26M +$990K +70,089 +916%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.06M +$926K +65,600 New
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$1M +$112K +7,950 +15%
BCM
22
Bridgeway Capital Management
Texas
$983K
Millennium Management
23
Millennium Management
New York
$978K +$556K +39,359 +186%
SC
24
Skylands Capital
Wisconsin
$928K -$633K -44,814 -44%
Bank of America
25
Bank of America
North Carolina
$740K +$534K +37,833 +474%