TW ranks #1033 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
TW is a top-conviction position for HMI Capital Management, L.P. — at 6.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in TW belongs to Price T Rowe Associates Inc /md/, but the position matters far more to HMI Capital Management, L.P., who has 6.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Banque Pictet & Cie SA has added to its TW position for two straight quarters, increasing it by $18.1M to reach $18.4M today.
Ninety One UK Ltd has trimmed its TW position for two straight quarters, cutting it by $58.8M while still holding $128.3M.
TW is down 0.1% today, but institutions show net buying of $2.2B this quarter — a divergence between today's price move and the underlying institutional flow.