Across its top 20 institutional holders, TWO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 7/100, avg. turnover score 33/100).
Quarterly Activity
Recent Activity
+$461.6M
Total Buy Value
$464.3M
Total Sell Value
New buy51
Trim72
Add68
Sold out35
119
Net Buyers
107
Net Sellers
Smart Money Convergence
TWO does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
Insider Trading (Form 4)
Form 144 Pre-Sale Notices
No Form 144 planned sale filings in the last 90 days
Beneficial Ownership (13D/13G)
No Schedule 13D/13G filings for this ticker
Material Events (8-K)
1
Filings (14d)
Data as of 2026-07-06
2026-07-06
Two Harbors Investment Corp. (TWO) held a special shareholder meeting on July 2, 2026, where the merger with CrossCountry Intermediate Holdco was approved by a vote of 54.3 million shares in favor and 23.6 million against. A non-binding advisory vote on executive compensation tied to the merger failed, with 50.3 million shares against and 26.2 million in favor. The approval moves Two Harbors toward becoming a wholly owned subsidiary of CCM.
Who are the top institutional investors holding TWO HARBORS INVESTMENT CORP (TWO)?
Major stakeholders currently include BlackRock, Inc. ($189.2M), Vanguard Portfolio Management LLC ($69.9M), Balyasny Asset Management L.P. ($56.3M). Based on the latest 13F filings, there are a total of 232 tracked investment funds and institutions maintaining positions in TWO.
What is the overall institutional sentiment toward TWO recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $147.8M, driven by 119 managers accumulating shares while 107 reduced their exposure.
Which institutions have been selling or reducing their TWO positions?
In the latest period, 72 funds trimmed their holdings, and 35 managers completely exited their positions. The aggregate reported sell value was $464.3M.
Are there any notable investors adding TWO to their portfolios?
Yes, buying activity remains notable. 51 institutions opened new positions in {ticker}, and 68 existing holders added to their shares. The total reported buy value for the quarter amounted to $461.6M.
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