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TWO

Two Harbors Investment

263 hedge funds and large institutions have $1.4B invested in Two Harbors Investment in 2021 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 122 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 44

162% more call options, than puts

Call options by funds: $49.6M | Put options by funds: $19M

117% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 23

10% more funds holding

Funds holding: 239263 (+24)

0.48% less ownership

Funds ownership: 18.03%17.55% (-0.48%)

6% less capital invested

Capital invested by funds: $1.49B → $1.4B (-$93.2M)

Holders
263
Holders Change
+24
Holders Change %
+10.04%
% of All Funds
4.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
50
Increased
122
Reduced
44
Closed
23
Calls
$49.6M
Puts
$19M
Net Calls
+$30.6M
Net Calls Change
-$3.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$349M +$35.8M +1,364,872 +11%
Vanguard Group
2
Vanguard Group
Pennsylvania
$210M +$27.6M +1,050,123 +15%
Wells Fargo
3
Wells Fargo
California
$87.3M +$24.1M +918,196 +36%
State Street
4
State Street
Massachusetts
$67.1M +$7.38M +281,288 +12%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$61.2M +$2.61M +99,333 +4%
Goldman Sachs
6
Goldman Sachs
New York
$42.9M -$4.72M -179,951 -10%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$39M +$4.4M +167,549 +12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$31.7M +$3.47M +132,148 +12%
Two Sigma Advisers
9
Two Sigma Advisers
New York
$28M +$56.4K +2,150 +0.2%
Morgan Stanley
10
Morgan Stanley
New York
$23.5M +$6M +228,588 +33%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$23.1M -$488K -18,602 -2%
Charles Schwab
12
Charles Schwab
California
$22.6M +$3.52M +134,228 +18%
Northern Trust
13
Northern Trust
Illinois
$21.8M +$2.39M +91,115 +12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$21.6M +$3.35M +127,564 +18%
Russell Investments Group
15
Russell Investments Group
United Kingdom
$21.1M +$2.14M +81,515 +11%
Two Sigma Investments
16
Two Sigma Investments
New York
$20.4M -$14.3M -545,280 -40%
Norges Bank
17
Norges Bank
Norway
$19.3M +$2.31M +88,227 +13%
PPA
18
Parametric Portfolio Associates
Washington
$15.4M -$601K -22,910 -4%
PI
19
PineBridge Investments
New York
$14.6M
Principal Financial Group
20
Principal Financial Group
Iowa
$13.7M +$1.6M +61,127 +13%
CS
21
Credit Suisse
Switzerland
$13.4M +$563K +21,455 +4%
VanEck Associates
22
VanEck Associates
New York
$13M -$330K -12,560 -2%
ACM
23
Advisors Capital Management
New Jersey
$12.9M +$278K +10,614 +2%
Bank of America
24
Bank of America
North Carolina
$11.9M +$2.73M +103,968 +29%
Amundi
25
Amundi
France
$10.5M -$2.78M -106,085 -20%

TWO Hedge Fund Activity: Q3 2021 in Review

263 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Two Harbors Investment (TWO) for Q3 2021, worth a combined $1.4B — down 6.2% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new TWO positions and 23 closed out — a net gain of 27 holders — while 122 added to existing stakes and 44 trimmed.

The largest buyer was BlackRock, adding an estimated $35.8M. The largest seller was Two Sigma Investments, cutting an estimated $14.3M.

  • 263 institutional investors held Two Harbors Investment (TWO) as of Q3 2021, up from 239 in Q2 2021.
  • Funds reported $1.4B of Two Harbors Investment stock for Q3 2021, down 6.2% quarter-over-quarter.
  • 50 funds opened new Two Harbors Investment positions in Q3 2021 and 23 closed out, a net change of +27 holders.
  • The largest Two Harbors Investment buyer in Q3 2021 was BlackRock, an estimated $35.8M added.
  • The largest Two Harbors Investment seller in Q3 2021 was Two Sigma Investments, an estimated $14.3M sold.

Based on aggregated 13F filings for Q3 2021.