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TWO

Two Harbors Investment

305 hedge funds and large institutions have $2.28B invested in Two Harbors Investment in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 137 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 59

126% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 31

101% more call options, than puts

Call options by funds: $5.2M | Put options by funds: $2.58M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

24% more capital invested

Capital invested by funds: $1.85B → $2.28B (+$438M)

14% more funds holding

Funds holding: 268305 (+37)

1.22% less ownership

Funds ownership: 16.65%15.42% (-1.2%)

Holders
305
Holders Change
+37
Holders Change %
+13.81%
% of All Funds
6.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
70
Increased
137
Reduced
59
Closed
31
Calls
$5.2M
Puts
$2.58M
Net Calls
+$2.62M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$327M +$106M +1,699,578 +45%
BlackRock
2
BlackRock
New York
$221M +$55.5M +890,274 +32%
SOMRS
3
State of Michigan Retirement System
Michigan
$172M +$49.4M +792,500 +38%
Goldman Sachs
4
Goldman Sachs
New York
$96M +$11.1M +178,895 +13%
Boston Partners
5
Boston Partners
Massachusetts
$94.1M +$44.9M +720,091 +84%
NSLI
6
Nan Shan Life Insurance
Taiwan
$84.4M +$38.9M +624,670 +79%
Citadel Advisors
7
Citadel Advisors
Florida
$80.1M +$4.89M +78,398 +6%
State Street
8
State Street
Massachusetts
$58.3M +$19.7M +315,537 +48%
DFG
9
Delphi Financial Group
Delaware
$56M
Wells Fargo
10
Wells Fargo
California
$53.4M +$31.3M +501,675 +128%
UBS Group
11
UBS Group
Switzerland
$47.8M +$12.3M +197,841 +33%
VNIM
12
Vaughan Nelson Investment Management
Texas
$46.8M -$4.28M -68,625 -8%
Norges Bank
13
Norges Bank
Norway
$42.2M +$16.9M +271,286 +62%
LSV Asset Management
14
LSV Asset Management
Illinois
$39.7M +$3.67M +58,864 +10%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$37.2M +$2.56M +41,152 +7%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$35.1M +$4.47M +71,716 +14%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$32.7M +$34.1M +547,816 New
Charles Schwab
18
Charles Schwab
California
$30.3M +$11.2M +179,569 +55%
American Century Companies
19
American Century Companies
Missouri
$27.7M +$3.48M +55,844 +14%
AAM
20
Advisors Asset Management
Colorado
$26.9M +$12.8M +205,976 +84%
Morgan Stanley
21
Morgan Stanley
New York
$26.2M +$8.53M +136,853 +45%
Renaissance Technologies
22
Renaissance Technologies
New York
$25.2M +$9.65M +154,927 +58%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$24.3M +$1.23M +19,730 +5%
AFG
24
American Financial Group
Ohio
$23.7M -$3.75M -60,175 -13%
JP Morgan Chase
25
JP Morgan Chase
New York
$23.6M +$22M +352,818 +829%

TWO Hedge Fund Activity: Q3 2018 in Review

305 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q3 2018, worth a combined $2.28B — up 24% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new TWO positions and 31 closed out — a net gain of 39 holders — while 137 added to existing stakes and 59 trimmed.

The largest buyer was Vanguard Group, adding an estimated $106M. The largest seller was Van Lanschot Kempen Investment Management, cutting an estimated $9.4M.

  • 305 institutional investors held Two Harbors Investment (TWO) as of Q3 2018, up from 268 in Q2 2018.
  • Funds reported $2.28B of Two Harbors Investment stock for Q3 2018, up 24% quarter-over-quarter.
  • 70 funds opened new Two Harbors Investment positions in Q3 2018 and 31 closed out, a net change of +39 holders.
  • The largest Two Harbors Investment buyer in Q3 2018 was Vanguard Group, an estimated $106M added.
  • The largest Two Harbors Investment seller in Q3 2018 was Van Lanschot Kempen Investment Management, an estimated $9.4M sold.

Based on aggregated 13F filings for Q3 2018.