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TWO

Two Harbors Investment

282 hedge funds and large institutions have $2.45B invested in Two Harbors Investment in 2017 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 100 increasing their positions, 95 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more call options, than puts

Call options by funds: $7.32M | Put options by funds: $1.17M

5% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 95

0.16% less ownership

Funds ownership: 8.9%8.74% (-0.16%)

0% less capital invested

Capital invested by funds: $2.46B → $2.45B (-$9.48M)

8% less funds holding

Funds holding: 307282 (-25)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

43% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 49

Holders
282
Holders Change
-25
Holders Change %
-8.14%
% of All Funds
7.03%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
28
Increased
100
Reduced
95
Closed
49
Calls
$7.32M
Puts
$1.17M
Net Calls
+$6.15M
Net Calls Change
-$5.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$290M +$2.24M +28,070 +0.8%
BlackRock
2
BlackRock
New York
$213M -$9.88M -123,624 -4%
SOMRS
3
State of Michigan Retirement System
Michigan
$157M
TIM
4
Thornburg Investment Management
New Mexico
$154M
Millennium Management
5
Millennium Management
New York
$141M +$31.6M +395,576 +29%
JP Morgan Chase
6
JP Morgan Chase
New York
$76.8M -$4.57M -57,213 -6%
DFG
7
Delphi Financial Group
Delaware
$72.4M +$799K +10,000 +1%
Boston Partners
8
Boston Partners
Massachusetts
$64.8M -$7.54M -94,264 -11%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$57.5M +$33.8M +423,009 +146%
State Street
10
State Street
Massachusetts
$53.4M +$390K +4,875 +0.7%
Goldman Sachs
11
Goldman Sachs
New York
$49.1M -$43.8M -547,504 -47%
LSV Asset Management
12
LSV Asset Management
Illinois
$44.2M +$20.9M +261,275 +91%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$43.1M -$16.4M -204,691 -28%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$43M +$4.05M +50,639 +10%
UBS Group
15
UBS Group
Switzerland
$37.8M +$9.85M +123,224 +36%
BGIM
16
Brandywine Global Investment Management
Pennsylvania
$37.7M -$12.7M -159,465 -25%
Wells Fargo
17
Wells Fargo
California
$36.4M -$19.7M -246,807 -35%
Norges Bank
18
Norges Bank
Norway
$35.1M +$997K +12,475 +3%
Northern Trust
19
Northern Trust
Illinois
$34.5M +$212K +2,652 +0.6%
Principal Financial Group
20
Principal Financial Group
Iowa
$33.6M +$1.53M +19,140 +5%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$32.6M +$3.15M +39,408 +11%
American Century Companies
22
American Century Companies
Missouri
$28.2M +$1.31M +16,398 +5%
O
23
OppenheimerFunds
New York
$27.2M -$2M -25,000 -7%
Allianz Asset Management
24
Allianz Asset Management
Germany
$26.3M +$1.49M +18,644 +6%
Citigroup
25
Citigroup
New York
$25.8M +$1.37M +17,135 +6%

TWO Hedge Fund Activity: Q3 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q3 2017, worth a combined $2.45B — down 0.39% from $2.46B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of TWO and 28 opened new positions — a net loss of 21 holders — while 95 trimmed existing stakes and 100 added.

The largest buyer was Janus Henderson Group, adding an estimated $33.8M. The largest seller was Goldman Sachs, cutting an estimated $43.8M.

  • 282 institutional investors held Two Harbors Investment (TWO) as of Q3 2017, down from 307 in Q2 2017.
  • Funds reported $2.45B of Two Harbors Investment stock for Q3 2017, down 0.39% quarter-over-quarter.
  • 28 funds opened new Two Harbors Investment positions in Q3 2017 and 49 closed out, a net change of -21 holders.
  • The largest Two Harbors Investment buyer in Q3 2017 was Janus Henderson Group, an estimated $33.8M added.
  • The largest Two Harbors Investment seller in Q3 2017 was Goldman Sachs, an estimated $43.8M sold.

Based on aggregated 13F filings for Q3 2017.