Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Twin Disc Inc (TWIN)

91 + Investors. Track Smart Money conviction in TWIN. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — TWIN

Based on 92 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added TWIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
92 hedge funds hold TWIN right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

56 buying39 selling
Last quarter: 56 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new TWIN position: 14 → 10 → 12 → 31. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 21% medium ■ 23% new
52 out of 92 hedge funds have held TWIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +64% but shares only +7% — price-driven

Value
+64%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +64%, but actual share count only changed +7%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

24 → 14 → 10 → 12 → 31 new funds/Q
New funds entering each quarter: 14 → 10 → 12 → 31. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 67% veterans vs 24% newcomers

■ 67% veterans ■ 9% 1-2yr ■ 24% new
Entry-cohort mix of 92 holders: 62 (67%) are 2+ year veterans, 8 entered 1–2 years ago, and 22 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
29 of 92 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TWIN

In 2026 Q2, 56 hedge funds were net buyers of TWIN (31 opened a new position, 25 added to an existing one), while 39 reduced or exited (23 trimmed, 16 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 29% of total institutional value in TWIN is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 92.

Hedge Fund Ownership: TWIN

How many hedge funds hold TWIN — quarterly history vs. share price
Quarterly hedge fund ownership of TWIN vs. share price

Market Analysis: TWIN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TWIN

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: TWIN
91 + Investors

Track Smart Money conviction in TWIN. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 91 77 18.18%
13F Shares 9M 9M 6.8%
Total Value $214M $130M 64.27%
New Positions 30 12 +18
Increased Positions 25 29 -4
Closed Positions 16 8 +8
Reduced Positions 23 17 +6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TWIN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

91 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TWIN. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TWIN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Juniper Investment Company, LLC 6.30% 1,024,954 $23.8M
2 Pacific Ridge Capital Partners, LLC 2.22% 526,488 $12.2M
3 Archon Capital Management LLC 1.39% 147,660 $3.4M
4 Teton Advisors, LLC 1.22% 90,700 $2.1M
5 Grace & White Inc /Ny 0.80% 217,230 $5.0M
6 Meros Investment Management, LP 0.59% 80,377 $1.9M
7 Gamco Investors, INC. Et Al 0.34% 1,629,936 $37.8M
8 Informed Momentum Co LLC 0.12% 59,773 $1.4M
9 Needham Investment Management LLC 0.10% 150,000 $3.5M
10 North Star Investment Management Corp. 0.07% 58,000 $1.3M
11 Gabelli Funds LLC 0.06% 400,524 $9.3M
12 IFP Advisors, Inc 0.05% 120,357 $2.8M
13 RBF Capital, LLC 0.05% 50,380 $1.2M
14 Skylands Capital, LLC 0.05% 16,595 $385K
15 Bridgeway Capital Management, LLC 0.04% 97,261 $2.3M
16 Aster Capital Management (DIFC) Ltd 0.03% 12,248 $108K
17 Kennedy Capital Management LLC 0.03% 61,506 $1.4M
18 Ritholtz Wealth Management 0.02% 69,665 $1.6M
19 Central Pacific Bank - Trust Division 0.02% 10,000 $232K
20 Segall Bryant & Hamill, LLC 0.02% 72,386 $1.7M
21 Algert Global LLC 0.01% 51,463 $1.2M
22 O'shaughnessy Asset Management, LLC 0.01% 89,689 $2.1M
23 Allspring Global Investments Holdings, LLC 0.01% 246,197 $5.7M
24 XTX Topco Ltd 0.01% 25,545 $593K
25 Y-Intercept (Hong Kong) Ltd 0.01% 14,148 $328K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Twin Disc Inc (TWIN)

What does the Smart Money Trend signal show for TWIN?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added TWIN than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TWIN?

Slight buying edge — 59% buying: Last quarter: 56 funds bought or added vs 39 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TWIN holders?

Strong quality — 29% AUM from major funds: 29 of 92 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TWIN?

57% of holders stayed for 2+ years: 52 out of 92 hedge funds have held TWIN for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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