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TWO

Two Harbors Investment

192 hedge funds and large institutions have $892M invested in Two Harbors Investment in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 78 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 59

5.64% less ownership

Funds ownership: 70.81%65.16% (-5.6%)

6% less capital invested

Capital invested by funds: $949M → $892M (-$56.6M)

12% less funds holding

Funds holding: 218192 (-26)

53% less call options, than puts

Call options by funds: $4.67M | Put options by funds: $9.97M

55% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
192
Holders Change
-26
Holders Change %
-11.93%
% of All Funds
2.77%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
78
Reduced
59
Closed
44
Calls
$4.67M
Puts
$9.97M
Net Calls
-$5.3M
Net Calls Change
-$16M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
151
EverSource Wealth Advisors
Alabama
$5.19K +$2.13K +164 +66%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$5K -$677 -52 -12%
CMP
153
Coston McIsaac & Partners
Maine
$5K +$169 +13 +4%
MSFP
154
Mark Sheptoff Financial Planning
Connecticut
$4.96K
AAG
155
Armstrong Advisory Group
Massachusetts
$4.88K
CFGS
156
Concourse Financial Group Securities
Alabama
$4.7K +$143 +11 +3%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$4.25K
MPWT
158
MassMutual Private Wealth & Trust
Connecticut
$3.97K +$1.2K +92 +44%
QC
159
Quent Capital
New York
$3.57K +$13 +1 +0.4%
AF
160
Advisornet Financial
Minnesota
$3.31K
Mitsubishi UFJ Asset Management
161
Mitsubishi UFJ Asset Management
Japan
$2.87K
SPIA
162
Steward Partners Investment Advisory
New York
$2.54K -$12.9K -994 -84%
RTL
163
Red Tortoise LLC
Georgia
$2.38K
LC
164
Lindbrook Capital
California
$2.36K -$911 -70 -28%
HGERS
165
Householder Group Estate & Retirement Specialist
Arizona
$2.29K
SAM
166
Smartleaf Asset Management
Massachusetts
$2.12K +$2.1K +161 New
LI
167
LRI Investments
Florida
$2.04K +$2K +154 New
CIA
168
Cape Investment Advisory
Georgia
$2.03K -$52.2K -4,010 -96%
LF
169
LifeSteps Financial
California
$1.87K +$1.83K +141 New
AF
170
Allworth Financial
California
$1.77K -$612 -47 -26%
GCM
171
Gables Capital Management
Florida
$1.66K
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$1.66K
OPTFSNA
173
Old Point Trust & Financial Services N A
Virginia
$1.66K +$1.63K +125 New
WWP
174
WR Wealth Planners
Missouri
$1.66K +$1.63K +125 New
A
175
AlphaQuest
New York
$1.43K +$1.41K +108 New

TWO Hedge Fund Activity: Q1 2024 in Review

192 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q1 2024, worth a combined $892M — down 6% from $949M a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of TWO and 20 opened new positions — a net loss of 24 holders — while 59 trimmed existing stakes and 78 added.

The largest buyer was Balyasny Asset Management, adding an estimated $23.7M. The largest seller was Morgan Stanley, cutting an estimated $30.5M.

  • 192 institutional investors held Two Harbors Investment (TWO) as of Q1 2024, down from 218 in Q4 2023.
  • Funds reported $892M of Two Harbors Investment stock for Q1 2024, down 6% quarter-over-quarter.
  • 20 funds opened new Two Harbors Investment positions in Q1 2024 and 44 closed out, a net change of -24 holders.
  • The largest Two Harbors Investment buyer in Q1 2024 was Balyasny Asset Management, an estimated $23.7M added.
  • The largest Two Harbors Investment seller in Q1 2024 was Morgan Stanley, an estimated $30.5M sold.

Based on aggregated 13F filings for Q1 2024.