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TWO

Two Harbors Investment

281 hedge funds and large institutions have $2.37B invested in Two Harbors Investment in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 105 increasing their positions, 75 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 75

29% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 35

11% more capital invested

Capital invested by funds: $2.13B → $2.37B (+$234M)

0% more funds holding

Funds holding: 280281 (+1)

0.05% more ownership

Funds ownership: 8.8%8.85% (+0.05%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

75% less call options, than puts

Call options by funds: $1.65M | Put options by funds: $6.54M

Holders
281
Holders Change
+1
Holders Change %
+0.36%
% of All Funds
7%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
45
Increased
105
Reduced
75
Closed
35
Calls
$1.65M
Puts
$6.54M
Net Calls
-$4.89M
Net Calls Change
+$3.93M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$270M +$9.99M +136,902 +4%
BlackRock
2
BlackRock
New York
$208M +$197M +2,696,195 +15,495%
TIM
3
Thornburg Investment Management
New Mexico
$160M -$45.3M -620,816 -23%
SOMRS
4
State of Michigan Retirement System
Michigan
$150M
Goldman Sachs
5
Goldman Sachs
New York
$138M -$11M -150,552 -8%
Millennium Management
6
Millennium Management
New York
$94.6M +$36.9M +506,035 +70%
JP Morgan Chase
7
JP Morgan Chase
New York
$84.6M +$21.7M +297,307 +37%
Boston Partners
8
Boston Partners
Massachusetts
$69.5M +$11.8M +161,954 +22%
Wells Fargo
9
Wells Fargo
California
$63.7M -$698K -9,565 -1%
BGIM
10
Brandywine Global Investment Management
Pennsylvania
$61.6M +$694K +9,508 +1%
State Street
11
State Street
Massachusetts
$48.3M -$2.96M -40,531 -6%
DFG
12
Delphi Financial Group
Delaware
$43.1M
Russell Investments Group
13
Russell Investments Group
United Kingdom
$37.5M +$6.2M +84,926 +21%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$36.1M -$20.5M -280,987 -37%
UBS Group
15
UBS Group
Switzerland
$34.2M +$116K +1,585 +0.4%
Northern Trust
16
Northern Trust
Illinois
$32.1M +$3.21M +44,043 +12%
Citigroup
17
Citigroup
New York
$31.7M -$1.81M -24,865 -6%
Norges Bank
18
Norges Bank
Norway
$29.6M
O
19
OppenheimerFunds
New York
$28.3M +$409K +5,610 +2%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$26.9M +$25.6M +351,156 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$26.9M +$2.06M +28,223 +9%
Deutsche Bank
22
Deutsche Bank
Germany
$23.6M -$9.35M -128,103 -29%
VLKIM
23
Van Lanschot Kempen Investment Management
Netherlands
$23.3M -$990K -13,575 -4%
CS
24
Credit Suisse
Switzerland
$21.8M -$1.42M -19,475 -6%
Invesco
25
Invesco
Georgia
$21.6M +$3.15M +43,120 +18%

TWO Hedge Fund Activity: Q1 2017 in Review

281 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q1 2017, worth a combined $2.37B — up 11% from $2.13B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new TWO positions and 35 closed out — a net gain of 10 holders — while 105 added to existing stakes and 75 trimmed.

The largest buyer was BlackRock, adding an estimated $197M. The largest seller was Thornburg Investment Management, cutting an estimated $45.3M.

  • 281 institutional investors held Two Harbors Investment (TWO) as of Q1 2017, up from 280 in Q4 2016.
  • Funds reported $2.37B of Two Harbors Investment stock for Q1 2017, up 11% quarter-over-quarter.
  • 45 funds opened new Two Harbors Investment positions in Q1 2017 and 35 closed out, a net change of +10 holders.
  • The largest Two Harbors Investment buyer in Q1 2017 was BlackRock, an estimated $197M added.
  • The largest Two Harbors Investment seller in Q1 2017 was Thornburg Investment Management, an estimated $45.3M sold.

Based on aggregated 13F filings for Q1 2017.