two
TWOADelisted Mar 28, 2024- Industry
- Blank Checks
- SEC CIK
- 0001843988
two was delisted on Mar 28, 2024; its insiders filed their last Form 4 on Mar 29, 2024; 22 institutions reported holding it in 13F filings for Q4 2023, worth $43.2M in total; no superinvestor held it.
13F holders, Q4 2023
Institutional positions in two as of Dec 31, 2023. 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
TWOA is no longer listed, so this page shows Q4 2023. 13F filings for later quarters list far fewer holders.
- Institutional holders
- 22
- +1 vs. Q3 2023
- Shares held
- 4.08M
- −915.9K (−18.3%) vs. Q3 2023
- Total value
- $43.2M
- −$9.15M (−17.5%) vs. Q3 2023
- New holders
- 7
- 4 more added
- Sold out
- 6
- 6 more reduced
Compare with Q3 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting TWOA 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 0 | $0 |
| Q1 2026 | 0 | $0 |
| Q4 2025 | 0 | $0 |
| Q3 2025 | 1 | $42 |
| Q2 2025 | 0 | $0 |
| Q1 2025 | 0 | $0 |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 22 | $43.2M |
| Q3 2023 | 21 | $52.3M |
| Q2 2023 | 21 | $51.4M |
| Q1 2023 | 44 | $170.0M |
| Q4 2022 | 58 | $205.1M |
| Q3 2022 | 65 | $201.6M |
| Q2 2022 | 66 | $197.2M |
| Q1 2022 | 70 | $196.6M |
| Q4 2021 | 73 | $199.6M |
| Q3 2021 | 63 | $198.0M |
| Q2 2021 | 62 | $199.2M |
| Q1 2021 | 53 | $232.3M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding two; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlas Merchant Capital LLC | 500,000 | $5.29M | 1.57% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 444,000 | $4.70M | 0.13% | −56,000−11.2% | Reduced |
| Picton Mahoney Asset Management | 390,200 | $4.13M | 0.19% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 350,500 | $3.70M | 0.09% | +122,670+53.8% | Added |
| Centiva Capital, LP | 300,000 | $3.18M | 0.20% | −95,284−24.1% | Reduced |
| Vivaldi Asset Management, LLC | 261,701 | $2.77M | 0.21% | +261,701 | New |
| Moore Capital Management, LP | 249,900 | $2.65M | 0.06% | 00.0% | Unchanged |
| HSBC Holdings PLC | 237,498 | $2.52M | 0.00% | +237,498 | New |
| Berkley W R Corp | 225,201 | $2.38M | 0.17% | +99,430+79.1% | Added |
| Sandia Investment Management LP | 200,000 | $2.12M | 1.47% | −175,000−46.7% | Reduced |
| Quarry LP | 155,049 | $1.64M | 0.83% | +155,049 | New |
| Periscope Capital Inc. | 150,056 | $1.59M | 0.27% | −299,944−66.7% | Reduced |
| Wolverine Asset Management LLC | 125,628 | $1.33M | 0.02% | +116,078+1,215.5% | Added |
| Fir Tree Capital Management LP | 118,046 | $1.25M | 0.27% | −304,501−72.1% | Reduced |
| Meteora Capital, LLC | 108,310 | $1.15M | 0.19% | +299+0.3% | Added |
| Walleye Capital LLC | 106,000 | $1.12M | 0.02% | +106,000 | New |
| Walleye Trading LLC | 54,000 | $571.9K | 0.01% | +54,000 | New |
| Westchester Capital Management, LLC | 49,291 | $520.0K | 0.02% | 00.0% | Unchanged |
| Kim, LLC | 30,933 | $327.6K | 0.03% | +30,933 | New |
| Glazer Capital, LLC | 22,216 | $235.0K | 0.02% | +22,216 | New |
| UBS Group AG | 115 | $1.22K | 0.00% | −15−11.5% | Reduced |
| Spire Wealth Management | 100 | $1.06K | 0.00% | 00.0% | Unchanged |
| Radcliffe Capital Management, L.P. | 0 | $0 | 0.00% | −488,971−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −251,384−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −237,142−100.0% | Sold out |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Spartan Fund Management Inc. | 0 | $0 | 0.00% | −57,581−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −5,903−100.0% | Sold out |