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Q2 Holdings
QTWO

254 hedge funds and large institutions have $3.27B invested in Q2 Holdings in 2024 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 84 increasing their positions, 85 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $1.58M

84% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 25

22% more capital invested

Capital invested by funds: $2.68B → $3.27B (+$591M)

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

9% more funds holding

Funds holding: 234 → 254 (+20)

0.14% more ownership

Funds ownership: 105.17% → 105.31% (+0.14%)

1% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 85

Holders
254
Holders Change
+20
Holders Change %
+8.55%
% of All Funds
3.66%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
46
Increased
84
Reduced
85
Closed
25
Calls
$4.51M
Puts
$1.58M
Net Calls
+$2.93M
Net Calls Change
-$2.33M

Top Buyers

1
HRCM
Hood River Capital Management
Florida
+$54M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$33.1M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$30.9M
4
Invesco
Invesco
Georgia
+$26.6M
5
Aberdeen Group
Aberdeen Group
United Kingdom
+$23.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$98.8M
2
BlackRock
BlackRock
New York
-$28.5M
3
Two Sigma Investments
Two Sigma Investments
New York
-$15.3M
4
NRCM
North Reef Capital Management
California
-$13.4M
5
CIP
Champlain Investment Partners
Vermont
-$12.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
226
Osaic Holdings
Arizona
$9.14K -$121K -2,672 -94%
PTC
227
Private Trust Company
Ohio
$8.94K – – –
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$8.09K +$7.23K +160 New
PWMG
229
Private Wealth Management Group
New Jersey
$6.36K – – –
LC
230
Lindbrook Capital
California
$4.15K – – –
MSG
231
Main Street Group
Virginia
$4.1K – – –
EC
232
Elequin Capital
New York
$3.94K +$3.39K +75 New
SWS
233
SYSTM Wealth Solutions
Illinois
$3.58K – – –
FPB
234
First PREMIER Bank
South Dakota
$3K +$2.58K +57 New
FFA
235
Farther Finance Advisors
California
$2.93K +$226 +5 +9%
AF
236
Allworth Financial
California
$2.84K +$181 +4 +8%
SHIM
237
Stone House Investment Management
Pennsylvania
$2.63K – – –
PA
238
Parallel Advisors
California
$2.63K +$2.26K +50 New
MCM
239
Manchester Capital Management
Vermont
$2.42K – – –
GI
240
GAMMA Investing
California
$2.21K +$1.08K +24 +133%
VNA
241
Valley National Advisers
Pennsylvania
$2K – – –
HNB
242
Huntington National Bank
Ohio
$1.68K – – –
CTC
243
Central Trust Company
Missouri
$1.47K – – –
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$1.05K – – –
MA
245
Montag & Associates
Georgia
$1.03K +$904 +20 New
AW
246
Avion Wealth
Texas
$1K +$452 +10 New
BIA
247
Bell Investment Advisors
California
$999 – – –
GRP
248
Global Retirement Partners
California
$946 – – –
CWC
249
Carolinas Wealth Consulting
North Carolina
$749 +$633 +14 New
AWM
250
Avior Wealth Management
Nebraska
$578 +$497 +11 New
8 9
10
11 12

QTWO Hedge Fund Activity: Q1 2024 in Review

254 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Q2 Holdings (QTWO) for Q1 2024, worth a combined $3.27B — up 22% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new QTWO positions and 25 closed out — a net gain of 21 holders — while 84 added to existing stakes and 85 trimmed.

The largest buyer was Hood River Capital Management, opening a new position worth an estimated $54M. The largest seller was Morgan Stanley, cutting an estimated $98.8M.

  • 254 institutional investors held Q2 Holdings (QTWO) as of Q1 2024, up from 234 in Q4 2023.
  • Funds reported $3.27B of Q2 Holdings stock for Q1 2024, up 22% quarter-over-quarter.
  • 46 funds opened new Q2 Holdings positions in Q1 2024 and 25 closed out, a net change of +21 holders.
  • The largest Q2 Holdings buyer in Q1 2024 was Hood River Capital Management, an estimated $54M added.
  • The largest Q2 Holdings seller in Q1 2024 was Morgan Stanley, an estimated $98.8M sold.

Based on aggregated 13F filings for Q1 2024.