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TWO

Two Harbors Investment

208 hedge funds and large institutions have $911M invested in Two Harbors Investment in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 96 increasing their positions, 38 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 38

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

56% more call options, than puts

Call options by funds: $28.4M | Put options by funds: $18.2M

7% more funds holding

Funds holding: 195208 (+13)

6% more capital invested

Capital invested by funds: $858M → $911M (+$53M)

1.36% more ownership

Funds ownership: 62.93%64.29% (+1.4%)

Holders
208
Holders Change
+13
Holders Change %
+6.67%
% of All Funds
3.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
41
Increased
96
Reduced
38
Closed
25
Calls
$28.4M
Puts
$18.2M
Net Calls
+$10.2M
Net Calls Change
-$9.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Voloridge Investment Management
51
Voloridge Investment Management
Florida
$1.02M +$1.13M +69,425 New
SOADOR
52
State of Alaska Department of Revenue
Alaska
$972K +$97.1K +5,970 +10%
Deutsche Bank
53
Deutsche Bank
Germany
$959K +$360K +22,132 +51%
SEI Investments
54
SEI Investments
Pennsylvania
$917K +$1.01M +62,351 New
Prudential Financial
55
Prudential Financial
New Jersey
$915K +$302K +18,561 +11%
BCM
56
Beck Capital Management
Texas
$871K +$67.8K +4,172 +8%
ZIM
57
Zacks Investment Management
Illinois
$852K +$941K +57,909 New
State of Tennessee, Department of Treasury
58
State of Tennessee, Department of Treasury
Tennessee
$827K -$92.8K -5,707 -9%
VOYA Investment Management
59
VOYA Investment Management
Georgia
$811K +$374K +23,006 +72%
YCM
60
Yousif Capital Management
Michigan
$796K -$14.3K -880 -2%
Janus Henderson Group
61
Janus Henderson Group
United Kingdom
$788K +$644K +39,583 +283%
AIG
62
American International Group
New York
$778K +$96.7K +5,948 +13%
MIM
63
MetLife Investment Management
New Jersey
$749K +$96.9K +5,961 +13%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$747K -$194K -11,949 -19%
CAM
65
Cresset Asset Management
Illinois
$747K +$825K +50,760 New
Barclays
66
Barclays
United Kingdom
$740K +$139K +8,524 +20%
WG
67
Winton Group
United Kingdom
$698K -$14K -864 -2%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$677K -$210K -12,900 -22%
First Trust Advisors
69
First Trust Advisors
Illinois
$676K +$747K +45,926 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$669K +$739K +45,454 New
LSERS
71
Louisiana State Employees Retirement System
Louisiana
$662K +$63.4K +3,900 +9%
EGM
72
Engineers Gate Manager
New York
$660K +$729K +44,866 New
EMFAT
73
Emerald Mutual Fund Advisers Trust
Pennsylvania
$652K +$643K +39,560 +829%
Citigroup
74
Citigroup
New York
$649K -$131K -8,083 -15%
AG
75
Algert Global
California
$631K +$49.9K +3,071 +8%

TWO Hedge Fund Activity: Q1 2023 in Review

208 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q1 2023, worth a combined $911M — up 6.2% from $858M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TWO positions and 25 closed out — a net gain of 16 holders — while 96 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $26.4M. The largest seller was Canada Pension Plan Investment Board, exiting entirely with an estimated $4.99M sold.

  • 208 institutional investors held Two Harbors Investment (TWO) as of Q1 2023, up from 195 in Q4 2022.
  • Funds reported $911M of Two Harbors Investment stock for Q1 2023, up 6.2% quarter-over-quarter.
  • 41 funds opened new Two Harbors Investment positions in Q1 2023 and 25 closed out, a net change of +16 holders.
  • The largest Two Harbors Investment buyer in Q1 2023 was BlackRock, an estimated $26.4M added.
  • The largest Two Harbors Investment seller in Q1 2023 was Canada Pension Plan Investment Board, an estimated $4.99M sold.

Based on aggregated 13F filings for Q1 2023.