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TWO

Two Harbors Investment
TWO

195 hedge funds and large institutions have $858M invested in Two Harbors Investment in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $55.2M | Put options by funds: $35.4M

47.14% more ownership

Funds ownership: 15.79% → 62.93% (+47%)

18% more capital invested

Capital invested by funds: $724M → $858M (+$134M)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

19% less funds holding

Funds holding: 240 → 195 (-45)

57% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 74

Holders
195
Holders Change
-45
Holders Change %
-18.75%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
70
Reduced
76
Closed
74
Calls
$55.2M
Puts
$35.4M
Net Calls
+$19.8M
Net Calls Change
+$15.5M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$15M
2
Bank of America
Bank of America
North Carolina
+$8.84M
3
BlackRock
BlackRock
New York
+$5.92M
4
Amundi
Amundi
France
+$2.8M
5
WAM
Wolverine Asset Management
Illinois
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$17M
2
First Trust Advisors
First Trust Advisors
Illinois
-$6.72M
3
Invesco
Invesco
Georgia
-$4.85M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.12M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$3.11M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
151
AlphaMark Advisors
Kentucky
$8K +$7.95K +529 New
HNWAG
152
High Net Worth Advisory Group
Florida
$7.68K -$5.65K -376 -44%
PMFA
153
Plante Moran Financial Advisors
Michigan
$7.49K – – –
OA
154
Operose Advisors
Wisconsin
$7.29K +$6.94K +462 New
TCWA
155
Ten Capital Wealth Advisors
Washington
$6.58K -$15 -1 -0.2%
CA
156
Centerpoint Advisors
Massachusetts
$6K +$5.32K +354 New
MSFP
157
Mark Sheptoff Financial Planning
Connecticut
$5.91K +$5.63K +375 New
AAG
158
Armstrong Advisory Group
Massachusetts
$5.52K +$5.26K +350 New
HWM
159
HighMark Wealth Management
Minnesota
$5.36K +$225 +15 +5%
TWA
160
TCI Wealth Advisors
Arizona
$5.11K -$8.91K -593 -65%
C
161
Covestor
United Kingdom
$5K +$1.97K +131 +75%
CFGS
162
Concourse Financial Group Securities
Alabama
$4.73K +$180 +12 +4%
QC
163
Quent Capital
New York
$4.1K -$2K -133 -34%
TWM
164
Tradition Wealth Management
Minnesota
$4K -$316 -21 -8%
AF
165
Advisornet Financial
Minnesota
$3.94K -$67.4K -4,488 -95%
AF
166
Allworth Financial
California
$3.94K +$2.54K +169 +209%
QCG
167
Quadrant Capital Group
Ohio
$3.36K -$5.29K -352 -62%
GI
168
Gradient Investments
Minnesota
$3.36K +$3.2K +213 New
EWA
169
EverSource Wealth Advisors
Alabama
$3.09K +$2.94K +196 New
ONST
170
Old North State Trust
North Carolina
$3K +$2.63K +175 New
EI
171
Ellevest Inc
New York
$2.84K -$15 -1 -0.6%
AWM
172
Accurate Wealth Management
Florida
$2.7K +$2.45K +163 New
SPIA
173
Steward Partners Investment Advisory
New York
$2.6K +$105 +7 +4%
US Bancorp
174
US Bancorp
Minnesota
$2.3K +$331 +22 +18%
VCM
175
Versant Capital Management
Arizona
$2.27K +$1.47K +98 +213%
5 6
7
8 9

TWO Hedge Fund Activity: Q4 2022 in Review

195 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q4 2022, worth a combined $858M — up 18% from $724M a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of TWO and 32 opened new positions — a net loss of 42 holders — while 76 trimmed existing stakes and 70 added.

The largest buyer was Balyasny Asset Management, adding an estimated $15M. The largest seller was Goldman Sachs, cutting an estimated $17M.

  • 195 institutional investors held Two Harbors Investment (TWO) as of Q4 2022, down from 240 in Q3 2022.
  • Funds reported $858M of Two Harbors Investment stock for Q4 2022, up 18% quarter-over-quarter.
  • 32 funds opened new Two Harbors Investment positions in Q4 2022 and 74 closed out, a net change of -42 holders.
  • The largest Two Harbors Investment buyer in Q4 2022 was Balyasny Asset Management, an estimated $15M added.
  • The largest Two Harbors Investment seller in Q4 2022 was Goldman Sachs, an estimated $17M sold.

Based on aggregated 13F filings for Q4 2022.