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Twin Disc

71 hedge funds and large institutions have $104M invested in Twin Disc in 2024 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

13% more funds holding

Funds holding: 6371 (+8)

2.09% more ownership

Funds ownership: 60.89%62.99% (+2.1%)

26% less capital invested

Capital invested by funds: $141M → $104M (-$37M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
26
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
GAMCO Investors
Connecticut
$19.2M +$499K +33,700 +2%
JIC
2
Juniper Investment Company
New York
$12.1M
AE
3
AMH Equity
New York
$8.68M +$542K +36,603 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.38M +$1.27M +85,421 +16%
BlackRock
5
BlackRock
New York
$7.29M +$6.75M +455,907 +280%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$6.54M +$244K +16,452 +3%
PRCP
7
Pacific Ridge Capital Partners
Oregon
$6.16M -$332K -22,424 -4%
RA
8
Royce & Associates
New York
$4.65M -$657K -44,370 -10%
GF
9
Gabelli Funds
New York
$4.57M +$239K +16,157 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.92M +$1.97M +133,121 +116%
GWI
11
Grace & White Inc
New York
$2.52M +$26.7K +1,800 +0.8%
HA
12
Heartland Advisors
Wisconsin
$2.23M -$897K -60,536 -24%
Neuberger Berman Group
13
Neuberger Berman Group
New York
$1.99M -$2.21M -149,273 -47%
Renaissance Technologies
14
Renaissance Technologies
New York
$1.55M +$484K +32,673 +33%
State Street
15
State Street
Massachusetts
$1.43M +$1.26M +84,740 +233%
KCM
16
Kennedy Capital Management
Missouri
$1.27M -$7.48K -505 -0.5%
TA
17
Teton Advisors
New York
$1.21M
Bank of New York Mellon
18
Bank of New York Mellon
New York
$1.2M +$465K +31,378 +44%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$1.2M +$576K +38,915 +62%
BCM
20
Bridgeway Capital Management
Texas
$923K +$195K +13,161 +20%
Millennium Management
21
Millennium Management
New York
$903K -$1.34M -90,268 -54%
Victory Capital Management
22
Victory Capital Management
Texas
$889K -$168K -11,325 -13%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$521K +$22.9K +1,546 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$519K +$392K +26,482 +151%
Connor, Clark & Lunn Investment Management (CC&L)
25
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$457K +$322K +21,751 +128%