Hostess Brands, Inc. Class A Common Stock
TWNK
TWNK was delisted on the 6th of November, 2023.
166 hedge funds and large institutions have $1.54B invested in Hostess Brands, Inc. Class A Common Stock in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 65 reducing their positions, and 37 closing their positions.
184% more call options, than puts
Call options by funds: $16.8M | Put options by funds: $5.92M
3% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 65
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
12% less funds holding
Funds holding: 189 → 166 (-23)
25% less capital invested
Capital invested by funds: $2.05B → $1.54B (-$512M)
57% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$70.4M |
| 2 |
Goldman Sachs
New York
|
+$20.6M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$11.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$6.68M |
| 5 |
Renaissance Technologies
New York
|
+$6.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$14.2M |
| 2 |
D.E. Shaw & Co
New York
|
-$11.5M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$11.4M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$10.1M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$8.69M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IFAM
201
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$190 | -15 | -75% |
|
202
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | +$76 | +6 | New |
|
TWNK Hedge Fund Activity: Q1 2020 in Review
166 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Hostess Brands, Inc. Class A Common Stock (TWNK) for Q1 2020, worth a combined $1.54B — down 25% from $2.05B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of TWNK and 16 opened new positions — a net loss of 21 holders — while 65 trimmed existing stakes and 67 added.
The largest buyer was Victory Capital Management, adding an estimated $70.4M. The largest seller was Millennium Management, cutting an estimated $14.2M.
- 166 institutional investors held Hostess Brands, Inc. Class A Common Stock (TWNK) as of Q1 2020, down from 189 in Q4 2019.
- Funds reported $1.54B of Hostess Brands, Inc. Class A Common Stock stock for Q1 2020, down 25% quarter-over-quarter.
- 16 funds opened new Hostess Brands, Inc. Class A Common Stock positions in Q1 2020 and 37 closed out, a net change of -21 holders.
- The largest Hostess Brands, Inc. Class A Common Stock buyer in Q1 2020 was Victory Capital Management, an estimated $70.4M added.
- The largest Hostess Brands, Inc. Class A Common Stock seller in Q1 2020 was Millennium Management, an estimated $14.2M sold.
Based on aggregated 13F filings for Q1 2020.