two
TWOA
TWOA was delisted on the 27th of March, 2024.
58 hedge funds and large institutions have $205M invested in two in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 12 closing their positions.
2% more capital invested
Capital invested by funds: $202M → $205M (+$3.49M)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
11% less funds holding
Funds holding: 65 → 58 (-7)
58% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCL
Glazer Capital LLC
New York
|
+$8.28M |
| 2 |
HSBC Holdings
London,
United Kingdom
|
+$6.14M |
| 3 |
AC
Aristeia Capital
Greenwich,
Connecticut
|
+$4.76M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
+$2M |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTCM
Fir Tree Capital Management
New York
|
-$4.01M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.96M |
| 3 |
RIA
RP Investment Advisors
Toronto,
Ontario, Canada
|
-$3.96M |
| 4 |
SC
Sculptor Capital
New York
|
-$3.11M |
| 5 |
AGC
Angelo Gordon & Co
New York
|
-$2.47M |
TWOA Hedge Fund Activity: Q4 2022 in Review
58 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in two (TWOA) for Q4 2022, worth a combined $205M — up 1.7% from $202M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of TWOA and 5 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 9 added.
The largest buyer was Glazer Capital LLC, adding an estimated $8.28M. The largest seller was Fir Tree Capital Management, cutting an estimated $4.01M.
- 58 institutional investors held two (TWOA) as of Q4 2022, down from 65 in Q3 2022.
- Funds reported $205M of two stock for Q4 2022, up 1.7% quarter-over-quarter.
- 5 funds opened new two positions in Q4 2022 and 12 closed out, a net change of -7 holders.
- The largest two buyer in Q4 2022 was Glazer Capital LLC, an estimated $8.28M added.
- The largest two seller in Q4 2022 was Fir Tree Capital Management, an estimated $4.01M sold.
Based on aggregated 13F filings for Q4 2022.