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 2022
Institutional positions in two 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
- 58
- −7 vs. Q3 2022
- Shares held
- 20.4M
- −19.0K (−0.1%) vs. Q3 2022
- Total value
- $205.1M
- +$3.49M (+1.7%) vs. Q3 2022
- New holders
- 5
- 9 more added
- Sold out
- 12
- 10 more reduced
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding two; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glazer Capital, LLC | 2,048,953 | $20.6M | 0.53% | +829,192+68.0% | Added |
| Sculptor Capital LP | 1,764,069 | $17.8M | 0.33% | −311,307−15.0% | Reduced |
| Aristeia Capital LLC | 1,219,707 | $12.3M | 0.25% | +476,590+64.1% | Added |
| Millennium Management LLC | 1,059,001 | $10.7M | 0.01% | −2000.0% | Reduced |
| Centiva Capital, LP | 1,006,929 | $10.1M | 0.84% | 00.0% | Unchanged |
| Cadian Capital Management, LP | 1,000,000 | $10.1M | 0.73% | 00.0% | Unchanged |
| Woodline Partners LP | 813,114 | $8.19M | 0.11% | +200,000+32.6% | Added |
| Clal Insurance Enterprises Holdings Ltd | 750,000 | $7.55M | 0.11% | 00.0% | Unchanged |
| Fir Tree Capital Management LP | 734,452 | $7.40M | 0.38% | −401,550−35.3% | Reduced |
| Kim, LLC | 688,569 | $6.94M | 0.38% | 00.0% | Unchanged |
| Marshall Wace, LLP | 620,975 | $6.25M | 0.02% | 00.0% | Unchanged |
| HSBC Holdings PLC | 615,266 | $6.20M | 0.01% | +615,266 | New |
| HGC Investment Management Inc. | 585,469 | $5.90M | 0.61% | 00.0% | Unchanged |
| Radcliffe Capital Management, L.P. | 583,569 | $5.89M | 0.25% | +1000.0% | Added |
| Silver Rock Financial LP | 556,773 | $5.61M | 1.78% | 00.0% | Unchanged |
| Magnetar Financial LLC | 542,000 | $5.47M | 0.09% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 539,536 | $5.43M | 0.01% | +37,017+7.4% | Added |
| Taconic Capital Advisors LP | 451,105 | $4.54M | 0.17% | 00.0% | Unchanged |
| CNH Partners LLC | 397,300 | $4.00M | 0.10% | 00.0% | Unchanged |
| Jane Street Group, LLC | 392,227 | $3.95M | 0.01% | +1,602+0.4% | Added |
| P Schoenfeld Asset Management LP | 297,997 | $3.01M | 0.35% | 00.0% | Unchanged |
| Royal Bank of Canada | 296,496 | $2.99M | 0.00% | −3,148−1.1% | Reduced |
| Hudson Bay Capital Management LP | 250,000 | $2.52M | 0.03% | 00.0% | Unchanged |
| Moore Capital Management, LP | 250,000 | $2.52M | 0.07% | 00.0% | Unchanged |
| Atlas Merchant Capital LLC | 250,000 | $2.52M | 0.42% | +250,000 | New |
| Arena Capital Advisors, LLC- CA | 222,916 | $2.25M | 1.23% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 202,901 | $2.04M | 0.03% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 195,466 | $1.97M | 0.10% | 00.0% | Unchanged |
| Ghisallo Capital Management LLC | 192,856 | $1.94M | 0.35% | −180,710−48.4% | Reduced |
| Weiss Asset Management LP | 190,500 | $1.92M | 0.09% | +150,000+370.4% | Added |
| Toronto Dominion Bank | 157,382 | $1.58M | 0.00% | 00.0% | Unchanged |
| DeepCurrents Investment Group LLC | 155,007 | $1.56M | 0.07% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 150,000 | $1.51M | 0.01% | 00.0% | Unchanged |
| Periscope Capital Inc. | 129,789 | $1.31M | 0.06% | +4,549+3.6% | Added |
| Exos TFP Holdings LLC | 112,532 | $1.13M | 0.31% | −331−0.3% | Reduced |
| Bank of America Corp | 100,000 | $1.01M | 0.00% | 00.0% | Unchanged |
| Tenor Capital Management Co., L.P. | 100,000 | $1.01M | 0.02% | 00.0% | Unchanged |
| Whitebox Advisors LLC | 92,000 | $926.4K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 83,770 | $843.6K | 0.08% | 00.0% | Unchanged |
| Cohanzick Management, LLC | 82,887 | $836.3K | 0.24% | −3,879−4.5% | Reduced |
| DuPont Capital Management Corp | 75,000 | $756.4K | 0.04% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 65,797 | $662.6K | 0.00% | 00.0% | Unchanged |
| Vivaldi Asset Management, LLC | 51,566 | $519.3K | 0.03% | +51,566 | New |
| Verition Fund Management LLC | 45,072 | $453.9K | 0.01% | 00.0% | Unchanged |
| Spartan Fund Management Inc. | 40,723 | $411.0K | 0.15% | −9,277−18.6% | Reduced |
| Bank of Nova Scotia | 40,000 | $402.8K | 0.00% | 00.0% | Unchanged |
| Cowen and Company, LLC | 32,000 | $322.2K | 0.03% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 28,950 | $291.0K | 0.41% | 00.0% | Unchanged |
| Piper Sandler & Co. | 25,003 | $252.2K | 0.26% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 20,000 | $201.4K | 0.05% | −12,000−37.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 15,620 | $157.5K | 0.00% | 00.0% | Unchanged |
| Ergoteles LLC | 11,000 | $110.8K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 10,903 | $110.0K | 0.00% | −40,407−78.8% | Reduced |
| Westchester Capital Management, LLC | 5,157 | $51.9K | 0.00% | +5,157 | New |
| Terrapin Asset Management, LLC | 5,085 | $51.3K | 0.05% | +5,085 | New |
| UBS Group AG | 4,052 | $40.8K | 0.00% | +1,275+45.9% | Added |
| Advisor Group Holdings, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 266 | $3.00K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −400,300−100.0% | Sold out |
| RP Investment Advisors LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Angelo Gordon & Co., L.P. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −238,623−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −170,196−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −101,405−100.0% | Sold out |
| Wealthspring Capital LLC | 0 | $0 | 0.00% | −84,870−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,819−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −11,098−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,077−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |