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Hostess Brands, Inc.

TWNKDelisted Nov 7, 2023
Industry
Bakery Products
SEC CIK
0001644406

Hostess Brands, Inc. was delisted on Nov 7, 2023; its insiders filed their last Form 4 on Nov 7, 2023; 293 institutions reported holding it in 13F filings for Q3 2023, worth $4.41B in total; Maverick Capital was the only superinvestor holding it.

13F holders, Q4 2022

Institutional positions in Hostess Brands, Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
288
+36 vs. Q3 2022
Shares held
136.6M
−5.84M (−4.1%) vs. Q3 2022
Total value
$3.07B
−$245.4M (−7.4%) vs. Q3 2022
New holders
61
75 more added
Sold out
25
115 more reduced

4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting TWNK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2022: 288 institutions
Q1 2021: 197 institutionsQ2 2021: 190 institutionsQ3 2021: 186 institutionsQ4 2021: 199 institutionsQ1 2022: 250 institutionsQ2 2022: 255 institutionsQ3 2022: 256 institutionsQ4 2022: 288 institutionsQ1 2023: 265 institutionsQ2 2023: 274 institutionsQ3 2023: 293 institutionsQ4 2023: 3 institutionsQ1 2024: 4 institutionsQ2 2024: 1 institutionQ3 2024: 1 institutionQ4 2024: 1 institutionQ1 2025: 1 institutionQ2 2025: 1 institutionQ3 2025: 1 institutionQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ4 2022: $3.07B
Q1 2021: $2.19BQ2 2021: $2.48BQ3 2021: $2.64BQ4 2021: $2.83BQ1 2022: $3.15BQ2 2022: $3.04BQ3 2022: $3.31BQ4 2022: $3.07BQ1 2023: $3.42BQ2 2023: $3.46BQ3 2023: $4.41BQ4 2023: $10.7KQ1 2024: $1.90MQ2 2024: $1.61KQ3 2024: $1.61KQ4 2024: $1.61KQ1 2025: $1.61KQ2 2025: $1.61KQ3 2025: $1.61KQ4 2025: $1.61KQ1 2026: $1.61KQ2 2026: $1.61K
Institutions holding TWNK and their total value by quarter
QuarterHoldersValue
Q2 20261$1.61K
Q1 20261$1.61K
Q4 20251$1.61K
Q3 20251$1.61K
Q2 20251$1.61K
Q1 20251$1.61K
Q4 20241$1.61K
Q3 20241$1.61K
Q2 20241$1.61K
Q1 20244$1.90M
Q4 20233$10.7K
Q3 2023293$4.41B
Q2 2023274$3.46B
Q1 2023265$3.42B
Q4 2022288$3.07B
Q3 2022256$3.31B
Q2 2022255$3.04B
Q1 2022250$3.15B
Q4 2021199$2.83B
Q3 2021186$2.64B
Q2 2021190$2.48B
Q1 2021197$2.19B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Hostess Brands, Inc.; share changes are against Q3 2022.

Institutions holding TWNK in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Commonwealth of Pennsylvania Public School Empls Retrmt Sys143,289$3.21M0.03%+18,924+15.2%Added
Public Employees Retirement System of Ohio146,257$3.28M0.01%−30,163−17.1%Reduced
New York State Common Retirement Fund149,122$3.35M0.00%−427−0.3%Reduced
Macquarie Group Ltd153,926$3.45M0.00%−125,143−44.8%Reduced
Jane Street Group, LLC154,404$3.46M0.01%+138,830+891.4%Added
UBS Asset Management Americas Inc154,728$3.47M0.00%+18,440+13.5%Added
Credit Suisse AG157,964$3.54M0.00%+35,442+28.9%Added
California State Teachers Retirement System172,065$3.86M0.01%−670−0.4%Reduced
Deutsche Bank AG177,518$3.98M0.00%+55,533+45.5%Added
Goelzer Investment Management, Inc.180,811$4.06M0.35%−7,508−4.0%Reduced
CapWealth Advisors, LLC182,574$4.10M0.48%−223−0.1%Reduced
Victory Capital Management Inc186,766$4.19M0.00%−680,560−78.5%Reduced
Qube Research & Technologies Ltd193,121$4.33M0.03%+179,831+1,353.1%Added
Amundi205,217$4.67M0.00%−66,856−24.6%Reduced
D. E. Shaw & Co., Inc.213,521$4.79M0.01%−14,638−6.4%Reduced
Two Sigma Investments, LP221,564$4.97M0.02%+221,564New
Putnam Investments LLC236,328$5.30M0.01%−16,054−6.4%Reduced
River Road Asset Management, LLC239,708$5.38M0.07%−1,625,538−87.1%Reduced
Public Sector Pension Investment Board243,578$5.47M0.04%−6,623−2.6%Reduced
HRT Financial LP253,150$5.68M0.08%+213,181+533.4%Added
Envestnet Asset Management Inc263,960$5.92M0.00%+11,229+4.4%Added
Bridgeway Capital Management, LLC269,600$6.05M0.16%−56,100−17.2%Reduced
Two Sigma Advisers, LP270,000$6.06M0.02%−15,800−5.5%Reduced
Bridgewater Associates, LP270,127$6.06M0.03%−94,729−26.0%Reduced
1832 Asset Management L.P.287,937$6.46M0.01%+287,937New
Twinbeech Capital LP295,429$6.63M0.13%+295,429New
American Century Companies Inc322,319$7.23M0.01%−291,437−47.5%Reduced
Swiss National Bank329,500$7.39M0.01%+1,600+0.5%Added
Eagle Asset Management Inc350,725$7.81M0.05%−66,242−15.9%Reduced
Allspring Global Investments Holdings, LLC366,709$8.23M0.01%−29,003−7.3%Reduced
Alliancebernstein L.P.368,877$8.28M0.00%+65,235+21.5%Added
SEI Investments Co377,047$8.46M0.02%+546+0.1%Added
Legal & General Group Plc387,144$8.69M0.00%−267−0.1%Reduced
Wellington Management Group LLP396,625$8.90M0.00%+141,790+55.6%Added
Cubist Systematic Strategies, LLC406,647$9.13M0.08%+406,647New
Phocas Financial Corp.409,511$9.19M1.32%−270−0.1%Reduced
Royal Bank of Canada411,377$9.23M0.00%−14,103−3.3%Reduced
Rhumbline Advisers413,249$9.27M0.01%−19,173−4.4%Reduced
Arrowstreet Capital, Limited Partnership422,911$9.49M0.01%+157,755+59.5%Added
Ziegler Capital Management, LLC425,797$9.55M0.40%−8,031−1.9%Reduced
Bessemer Group Inc430,801$9.67M0.02%+95,678+28.6%Added
Driehaus Capital Management LLC441,605$9.91M0.15%−524,660−54.3%Reduced
JPMorgan Chase & Co466,763$10.5M0.00%+71,349+18.0%Added
Federated Hermes, Inc.554,353$12.4M0.03%−159,134−22.3%Reduced
Leeward Investments, LLC - MA563,611$12.6M0.56%−229,287−28.9%Reduced
Lazard Asset Management LLC583,614$13.1M0.02%+340,371+139.9%Added
Millennium Management LLC615,154$13.8M0.02%−904,985−59.5%Reduced
Bernzott Capital Advisors629,340$14.1M1.83%−13,137−2.0%Reduced
Chartwell Investment Partners, LLC674,641$15.1M0.60%−120,254−15.1%Reduced
Fenimore Asset Management Inc685,221$15.4M0.41%−38,695−5.3%Reduced
Wells Fargo & Company705,626$15.8M0.01%−40,857−5.5%Reduced
Braun Stacey Associates Inc750,705$16.8M0.96%−39,205−5.0%Reduced
Franklin Resources Inc875,271$19.6M0.01%−2,967−0.3%Reduced
Glenmede Trust Co NA882,246$19.8M0.12%−112,484−11.3%Reduced
Voya Investment Management LLC895,229$20.1M0.02%+776,842+656.2%Added
Price T Rowe Associates Inc968,475$21.7M0.00%+215,847+28.7%Added
Cramer Rosenthal McGlynn LLC974,921$21.9M0.96%−156,081−13.8%Reduced
Principal Financial Group Inc1,053,236$23.6M0.02%+137,549+15.0%Added
Man Group plc1,072,555$24.1M0.09%−374,639−25.9%Reduced
Loomis Sayles & Co L P1,092,404$24.5M0.05%+220,797+25.3%Added
Ameriprise Financial Inc1,173,494$26.3M0.01%+22,287+1.9%Added
Charles Schwab Investment Management Inc1,286,002$28.9M0.01%−6,764−0.5%Reduced
Bank of New York Mellon Corp1,294,803$29.1M0.01%−116,608−8.3%Reduced
Norges Bank1,494,851$33.5M0.01%+413,760+38.3%Added
Earnest Partners LLC1,509,534$33.9M0.21%−18,723−1.2%Reduced
Renaissance Technologies LLC1,544,810$34.7M0.05%−47,100−3.0%Reduced
Nuveen Asset Management, LLC1,546,357$34.7M0.01%−343,149−18.2%Reduced
Standard Life Aberdeen plc1,653,554$37.1M0.10%−322,776−16.3%Reduced
Northern Trust Corp1,718,536$38.6M0.01%−11,570−0.7%Reduced
First Trust Advisors LP1,725,220$38.7M0.05%−211,859−10.9%Reduced
FMR LLC1,771,640$39.8M0.00%+331,677+23.0%Added
Morgan Stanley1,772,370$39.8M0.00%−161,965−8.4%Reduced
Invesco Ltd.2,150,428$48.3M0.01%−174,475−7.5%Reduced
Geode Capital Management, LLC2,557,255$57.4M0.01%+55,242+2.2%Added
Massachusetts Financial Services Co2,567,471$57.6M0.02%−188,811−6.9%Reduced
Platinum Equity, LLC2,625,517$58.9M40.22%00.0%Unchanged
Bank of America Corp2,666,427$59.8M0.01%+163,601+6.5%Added
Artemis Investment Management LLP2,952,673$66.5M0.75%+924,321+45.6%Added
Westwood Holdings Group Inc.3,045,800$68.3M0.60%+127,106+4.4%Added
Champlain Investment Partners, LLC3,088,800$69.3M0.44%−1,553,660−33.5%Reduced
Snyder Capital Management L P3,191,168$71.6M1.62%−10,415−0.3%Reduced
Goldman Sachs Group Inc3,943,891$88.5M0.03%+26,163+0.7%Added
State Street Corp4,498,655$100.9M0.01%−470,702−9.5%Reduced
Janus Henderson Group PLC4,898,377$109.9M0.08%−1,371,585−21.9%Reduced
Dimensional Fund Advisors LP9,123,685$204.7M0.07%+85,781+0.9%Added
Vanguard Group Inc15,873,715$356.2M0.01%−124,122−0.8%Reduced
BlackRock Inc.22,762,797$510.8M0.02%−574,867−2.5%Reduced
Tfo-TDC, LLC3––+3New
Hudson Bay Capital Management LP0$00.00%−202,709−100.0%Sold out
Marshall Wace, LLP0$00.00%−70,306−100.0%Sold out
Dean Investment Associates, LLC0$00.00%−53,583−100.0%Sold out
Squarepoint Ops LLC0$00.00%−42,855−100.0%Sold out
Simplex Trading, LLC0$00.00%−41,887−100.0%Sold out
Leverage Partners Absolute Return Fund SPC0$00.00%−40,000−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−28,938−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−23,722−100.0%Sold out
Dean Capital Management0$00.00%−22,335−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−21,591−100.0%Sold out
Oliver Luxxe Assets LLC0$00.00%−21,511−100.0%Sold out
Wexford Capital LP0$00.00%−20,661−100.0%Sold out