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TWO

Two Harbors Investment

253 hedge funds and large institutions have $836M invested in Two Harbors Investment in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 69 increasing their positions, 99 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.62% less ownership

Funds ownership: 15.72%15.09% (-0.62%)

4% less funds holding

Funds holding: 263253 (-10)

5% less capital invested

Capital invested by funds: $882M → $836M (-$45.4M)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

30% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 99

66% less call options, than puts

Call options by funds: $5.46M | Put options by funds: $16.3M

Holders
253
Holders Change
-10
Holders Change %
-3.8%
% of All Funds
5.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
31
Increased
69
Reduced
99
Closed
38
Calls
$5.46M
Puts
$16.3M
Net Calls
-$10.8M
Net Calls Change
-$5.99M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
76
Nisa Investment Advisors
Missouri
$708K +$211K +9,936 +40%
JF
77
Jump Financial
Illinois
$684K +$712K +33,560 New
EMFAT
78
Emerald Mutual Fund Advisers Trust
Pennsylvania
$677K
Jane Street
79
Jane Street
New York
$676K -$409K -19,253 -37%
QIM
80
Quantitative Investment Management
Virginia
$665K -$307K -14,480 -31%
Two Sigma Advisers
81
Two Sigma Advisers
New York
$665K +$511K +24,075 +281%
DC
82
Diametric Capital
Massachusetts
$631K +$658K +30,998 New
TC
83
Telemus Capital
Michigan
$592K -$42.7K -2,011 -7%
DIM
84
DC Investments Management
Virginia
$583K -$80.8K -3,804 -12%
Handelsbanken Fonder
85
Handelsbanken Fonder
Sweden
$577K
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$554K -$106K -4,998 -16%
MIM
87
MetLife Investment Management
New Jersey
$545K -$87.8K -4,134 -13%
GC
88
Guggenheim Capital
Illinois
$533K -$174K -8,202 -24%
IA
89
IndexIQ Advisors
New York
$510K -$91.3K -4,302 -15%
GCM
90
Graham Capital Management
Connecticut
$509K
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$507K -$146K -6,875 -22%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$450K
PCM
93
Prelude Capital Management
New York
$422K +$440K +20,711 New
ASRS
94
Arizona State Retirement System
Arizona
$420K +$110K +5,193 +34%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$403K -$33.2K -1,566 -7%
WG
96
Winton Group
United Kingdom
$389K -$556K -26,184 -58%
Mitsubishi UFJ Trust & Banking
97
Mitsubishi UFJ Trust & Banking
Japan
$387K +$94.5K +4,450 +31%
UOC
98
UBS O'Connor
Illinois
$382K +$398K +18,750 New
SO
99
STRS Ohio
Ohio
$369K
Allianz Asset Management
100
Allianz Asset Management
Germany
$363K +$218K +10,252 +135%

TWO Hedge Fund Activity: Q3 2020 in Review

253 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q3 2020, worth a combined $836M — down 5.2% from $882M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of TWO and 31 opened new positions — a net loss of 7 holders — while 99 trimmed existing stakes and 69 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $16.4M. The largest seller was Nan Shan Life Insurance, exiting entirely with an estimated $26.9M sold.

  • 253 institutional investors held Two Harbors Investment (TWO) as of Q3 2020, down from 263 in Q2 2020.
  • Funds reported $836M of Two Harbors Investment stock for Q3 2020, down 5.2% quarter-over-quarter.
  • 31 funds opened new Two Harbors Investment positions in Q3 2020 and 38 closed out, a net change of -7 holders.
  • The largest Two Harbors Investment buyer in Q3 2020 was Massachusetts Financial Services, an estimated $16.4M added.
  • The largest Two Harbors Investment seller in Q3 2020 was Nan Shan Life Insurance, an estimated $26.9M sold.

Based on aggregated 13F filings for Q3 2020.