TWFG Inc
TWFG
63 hedge funds and large institutions have $328M invested in TWFG Inc in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
81.77% more ownership
Funds ownership: 0% → 81.77% (+82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$33.4M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$29.5M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$24.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$24.3M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$20.7M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SIM
51
Sandia Investment Management
Boston,
Massachusetts
| $271K | +$259K | +10,000 | New |
|
52
SEI Investments
Oaks,
Pennsylvania
| $228K | +$218K | +8,410 | New |
|
53
Legal & General Group
London,
United Kingdom
| $136K | +$130K | +5,000 | New |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $135K | +$130K | +4,996 | New |
|
|
EMFAT
55
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| $133K | +$127K | +4,900 | New |
|
|
SOW
56
State of Wyoming
Cheyenne,
Wyoming
| $101K | +$97K | +3,740 | New |
|
|
QT
57
Quantbot Technologies
New York
| $92.9K | +$88.9K | +3,426 | New |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $27K | +$25.9K | +1,000 | New |
|
|
TRCT
59
Tower Research Capital (TRC)
New York
| $23.5K | +$22.4K | +865 | New |
|
60
UBS Group
Zurich,
Switzerland
| $18.6K | +$17.7K | +684 | New |
|
|
RIM
61
Rakuten Investment Management
Tokyo,
Japan
| $14K | +$13K | +500 | New |
|
62
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $13.6K | +$13K | +500 | New |
|
|
MA
63
MCF Advisors
Covington,
Kentucky
| $3.61K | +$3.45K | +133 | New |
|
TWFG Hedge Fund Activity: Q3 2024 in Review
63 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q3 2024, worth a combined $328M.
Buyers outnumbered sellers: 63 funds opened new TWFG positions and 0 closed out — a net gain of 63 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $33.4M.
- 63 institutional investors held TWFG Inc (TWFG) as of Q3 2024, up from 0 in Q2 2024.
- Funds reported $328M of TWFG Inc stock for Q3 2024.
- 63 funds opened new TWFG Inc positions in Q3 2024 and 0 closed out, a net change of +63 holders.
- The largest TWFG Inc buyer in Q3 2024 was Fidelity Investments, an estimated $33.4M added.
Based on aggregated 13F filings for Q3 2024.