two
TWOA
TWOA was delisted on the 27th of March, 2024.
70 hedge funds and large institutions have $197M invested in two in 2022 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 10 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
2% less capital invested
Capital invested by funds: $200M → $197M (-$3.01M)
4% less funds holding
Funds holding: 73 → 70 (-3)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Sculptor Capital
New York
|
+$2.74M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
+$1.98M |
| 3 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$1.94M |
| 4 |
RIA
RP Investment Advisors
Toronto,
Ontario, Canada
|
+$1.48M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$972K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCL
Glazer Capital LLC
New York
|
-$5.51M |
| 2 |
FIG
Fortress Investment Group
New York
|
-$2.95M |
| 3 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$2.51M |
| 4 |
HP
Hound Partners
New York
|
-$1.94M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$1.87M |
TWOA Hedge Fund Activity: Q1 2022 in Review
70 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in two (TWOA) for Q1 2022, worth a combined $197M — down 1.5% from $200M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of TWOA and 7 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 16 added.
The largest buyer was Sculptor Capital, adding an estimated $2.74M. The largest seller was Glazer Capital LLC, cutting an estimated $5.51M.
- 70 institutional investors held two (TWOA) as of Q1 2022, down from 73 in Q4 2021.
- Funds reported $197M of two stock for Q1 2022, down 1.5% quarter-over-quarter.
- 7 funds opened new two positions in Q1 2022 and 10 closed out, a net change of -3 holders.
- The largest two buyer in Q1 2022 was Sculptor Capital, an estimated $2.74M added.
- The largest two seller in Q1 2022 was Glazer Capital LLC, an estimated $5.51M sold.
Based on aggregated 13F filings for Q1 2022.