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TWO

Two Harbors Investment

268 hedge funds and large institutions have $1.85B invested in Two Harbors Investment in 2018 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 79 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $1.56M

24% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 79

3% more capital invested

Capital invested by funds: $1.79B → $1.85B (+$57.5M)

0.01% more ownership

Funds ownership: 16.64%16.65% (+0.01%)

0% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 38

0% less funds holding

Funds holding: 269268 (-1)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
268
Holders Change
-1
Holders Change %
-0.37%
% of All Funds
6.14%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
38
Increased
98
Reduced
79
Closed
38
Calls
$2.4M
Puts
$1.56M
Net Calls
+$840K
Net Calls Change
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$239M +$7.09M +113,262 +3%
BlackRock
2
BlackRock
New York
$178M +$3.52M +56,236 +2%
SOMRS
3
State of Michigan Retirement System
Michigan
$132M
Goldman Sachs
4
Goldman Sachs
New York
$90.3M +$48M +766,696 +116%
Citadel Advisors
5
Citadel Advisors
Florida
$79.8M +$6.33M +101,142 +9%
DFG
6
Delphi Financial Group
Delaware
$59.3M +$250 +4 +0%
Boston Partners
7
Boston Partners
Massachusetts
$54M +$1.23M +19,569 +2%
VNIM
8
Vaughan Nelson Investment Management
Texas
$53.8M +$1.93M +30,838 +4%
NSLI
9
Nan Shan Life Insurance
Taiwan
$49.8M +$5.75M +91,788 +13%
State Street
10
State Street
Massachusetts
$41.8M -$1.38M -21,992 -3%
LSV Asset Management
11
LSV Asset Management
Illinois
$38.3M +$1.88M +29,987 +5%
UBS Group
12
UBS Group
Switzerland
$38.1M +$1.22M +19,500 +3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$36.8M +$3.76M +60,010 +11%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$32.6M +$1.2M +19,157 +4%
AFG
15
American Financial Group
Ohio
$28.9M
Northern Trust
16
Northern Trust
Illinois
$28M +$1.42M +22,738 +5%
Norges Bank
17
Norges Bank
Norway
$27.5M
American Century Companies
18
American Century Companies
Missouri
$25.8M -$3.66M -58,509 -13%
Principal Financial Group
19
Principal Financial Group
Iowa
$25.4M +$3.98M +63,596 +19%
Wells Fargo
20
Wells Fargo
California
$24.8M +$12.9M +205,426 +110%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$24.5M -$13M -208,273 -35%
VLKIM
22
Van Lanschot Kempen Investment Management
Netherlands
$22M -$1.19M -19,000 -5%
Prudential Financial
23
Prudential Financial
New Jersey
$21.3M +$2.7M +43,063 +15%
GXMC
24
Global X Management Company
New York
$21.1M +$698K +11,139 +3%
Charles Schwab
25
Charles Schwab
California
$20.7M +$1.95M +31,096 +10%

TWO Hedge Fund Activity: Q2 2018 in Review

268 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q2 2018, worth a combined $1.85B — up 3.2% from $1.79B a quarter earlier.

Fund positioning in TWO was balanced in Q2 2018: 38 funds opened new positions, 38 closed out, 98 added to existing stakes and 79 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $48M. The largest seller was Millennium Management, cutting an estimated $79.9M.

  • 268 institutional investors held Two Harbors Investment (TWO) as of Q2 2018, down from 269 in Q1 2018.
  • Funds reported $1.85B of Two Harbors Investment stock for Q2 2018, up 3.2% quarter-over-quarter.
  • 38 funds opened new Two Harbors Investment positions in Q2 2018 and 38 closed out, a net change of 0 holders.
  • The largest Two Harbors Investment buyer in Q2 2018 was Goldman Sachs, an estimated $48M added.
  • The largest Two Harbors Investment seller in Q2 2018 was Millennium Management, an estimated $79.9M sold.

Based on aggregated 13F filings for Q2 2018.