TWFG Inc
TWFG
76 hedge funds and large institutions have $365M invested in TWFG Inc in 2024 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
21% more funds holding
Funds holding: 63 → 76 (+13)
11% more capital invested
Capital invested by funds: $328M → $365M (+$36.5M)
1.76% less ownership
Funds ownership: 81.77% → 80.01% (-1.8%)
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$12.9M |
| 2 |
Capital International Investors
Los Angeles,
California
|
+$6.43M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5M |
| 4 |
BAMCO Inc
New York
|
+$4.44M |
| 5 |
Renaissance Technologies
New York
|
+$3.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$27.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$8.96M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.95M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$6.55M |
| 5 |
ZP
Zimmer Partners
New York
|
-$4.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
76
Global Retirement Partners
San Rafael,
California
| $2.22K | +$2.24K | +72 | New |
|
|
ZP
77
Zimmer Partners
New York
| – | -$4.11M | -151,500 | Closed |
|
|
SFM
78
Soros Fund Management
New York
| – | -$2.71M | -100,000 | Closed |
|
|
MIM
79
Monashee Investment Management
Boston,
Massachusetts
| – | -$1.39M | -51,277 | Closed |
|
|
DKCM
80
Davidson Kempner Capital Management
New York
| – | -$1.36M | -50,000 | Closed |
|
81
Citigroup
New York
| – | -$1.2M | -44,105 | Closed |
|
|
MS
82
Maven Securities
St Helier,
Jersey
| – | -$280K | -10,340 | Closed |
|
83
Legal & General Group
London,
United Kingdom
| – | -$136K | -5,000 | Closed |
|
|
SOW
84
State of Wyoming
Cheyenne,
Wyoming
| – | -$101K | -3,740 | Closed |
|
TWFG Hedge Fund Activity: Q4 2024 in Review
76 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in TWFG Inc (TWFG) for Q4 2024, worth a combined $365M — up 11% from $328M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new TWFG positions and 8 closed out — a net gain of 14 holders — while 19 added to existing stakes and 23 trimmed.
The largest buyer was T. Rowe Price Investment Management, adding an estimated $12.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $27.8M.
- 76 institutional investors held TWFG Inc (TWFG) as of Q4 2024, up from 63 in Q3 2024.
- Funds reported $365M of TWFG Inc stock for Q4 2024, up 11% quarter-over-quarter.
- 22 funds opened new TWFG Inc positions in Q4 2024 and 8 closed out, a net change of +14 holders.
- The largest TWFG Inc buyer in Q4 2024 was T. Rowe Price Investment Management, an estimated $12.9M added.
- The largest TWFG Inc seller in Q4 2024 was T. Rowe Price Associates, an estimated $27.8M sold.
Based on aggregated 13F filings for Q4 2024.