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TWO

Two Harbors Investment
TWO

305 hedge funds and large institutions have $2.28B invested in Two Harbors Investment in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 137 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 59

126% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 31

101% more call options, than puts

Call options by funds: $5.2M | Put options by funds: $2.58M

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

24% more capital invested

Capital invested by funds: $1.85B → $2.28B (+$438M)

14% more funds holding

Funds holding: 268 → 305 (+37)

1.22% less ownership

Funds ownership: 16.65% → 15.42% (-1.2%)

Holders
305
Holders Change
+37
Holders Change %
+13.81%
% of All Funds
6.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
70
Increased
137
Reduced
59
Closed
31
Calls
$5.2M
Puts
$2.58M
Net Calls
+$2.62M
Net Calls Change
+$1.78M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$106M
2
BlackRock
BlackRock
New York
+$55.5M
3
SOMRS
State of Michigan Retirement System
Michigan
+$49.4M
4
Boston Partners
Boston Partners
Massachusetts
+$44.9M
5
NSLI
Nan Shan Life Insurance
Taiwan
+$38.9M

Top Sellers

Rank Fund Capital Flow
1
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
-$9.4M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$7.2M
3
FQ
First Quadrant
California
-$6.95M
4
APG Asset Management
APG Asset Management
Netherlands
-$5.76M
5
MWNA
Marshall Wace North America
New York
-$4.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
251
Parallel Advisors
California
$30K -$5.17K -83 -14%
WAS
252
Winch Advisory Services
Wisconsin
$29K +$374 +6 +1%
HR
253
Howe & Rusling
New York
$29K +$1.18K +19 +4%
TWA
254
TCI Wealth Advisors
Arizona
$25K – – –
HNB
255
Huntington National Bank
Ohio
$24K +$25.2K +405 New
TCM
256
Tradewinds Capital Management
Washington
$23K +$935 +15 +4%
SF
257
Synovus Financial
Georgia
$23K +$24.3K +390 New
MSFP
258
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
PCG
259
Private Capital Group
Connecticut
$22K – – –
MWPCG
260
Measured Wealth Private Client Group
New Hampshire
$20K +$21.1K +338 New
QCIG
261
Quad-Cities Investment Group
Iowa
$18K +$2.18K +35 +13%
VCM
262
Versant Capital Management
Arizona
$17K +$6.92K +111 +61%
BWP
263
Baldwin Wealth Partners
Massachusetts
$16K – – –
CAM
264
Close Asset Management
United Kingdom
$15K – – –
IAS
265
IMA Advisory Services
Colorado
$14K – – –
APP
266
Avantax Planning Partners
Iowa
$13K +$13.9K +223 New
Northwestern Mutual Wealth Management
267
Northwestern Mutual Wealth Management
Wisconsin
$13K +$14K +225 New
PS
268
Portfolio Strategies
New York
$10K – – –
LFA
269
Legacy Financial Advisors
Kentucky
$10K +$11.3K +181 New
RFC
270
Regions Financial Corp
Alabama
$9K – – –
Carson Wealth (CWM LLC)
271
Carson Wealth (CWM LLC)
Nebraska
$9K +$7.79K +125 +391%
DBT
272
Dubuque Bank & Trust
Iowa
$9K +$9.47K +152 New
EFSCE
273
Enterprise Financial Services Corp (EFSC)
Missouri
$8K -$3.68K -59 -31%
SWP
274
Strategic Wealth Partners
Ohio
$8K – – –
PMFA
275
Plante Moran Financial Advisors
Michigan
$8K +$8.54K +137 New
9 10
11
12 13

TWO Hedge Fund Activity: Q3 2018 in Review

305 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q3 2018, worth a combined $2.28B — up 24% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new TWO positions and 31 closed out — a net gain of 39 holders — while 137 added to existing stakes and 59 trimmed.

The largest buyer was Vanguard Group, adding an estimated $106M. The largest seller was Van Lanschot Kempen Investment Management, cutting an estimated $9.4M.

  • 305 institutional investors held Two Harbors Investment (TWO) as of Q3 2018, up from 268 in Q2 2018.
  • Funds reported $2.28B of Two Harbors Investment stock for Q3 2018, up 24% quarter-over-quarter.
  • 70 funds opened new Two Harbors Investment positions in Q3 2018 and 31 closed out, a net change of +39 holders.
  • The largest Two Harbors Investment buyer in Q3 2018 was Vanguard Group, an estimated $106M added.
  • The largest Two Harbors Investment seller in Q3 2018 was Van Lanschot Kempen Investment Management, an estimated $9.4M sold.

Based on aggregated 13F filings for Q3 2018.