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549 hedge funds and large institutions have $12.3B invested in Twilio in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 242 increasing their positions, 148 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 148

4.59% more ownership

Funds ownership: 87.3%91.89% (+4.6%)

2% less funds holding

Funds holding: 562549 (-13)

10% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 97

10% less call options, than puts

Call options by funds: $685M | Put options by funds: $766M

12% less capital invested

Capital invested by funds: $14B → $12.3B (-$1.67B)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

Holders
549
Holders Change
-13
Holders Change %
-2.31%
% of All Funds
12.04%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.61%
New
87
Increased
242
Reduced
148
Closed
97
Calls
$685M
Puts
$766M
Net Calls
-$80.4M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
226
Cambridge Investment Research Advisors
Iowa
$2.11M -$37.3K -288 -1%
EDRH
227
Edmond de Rothschild Holding
Switzerland
$2.1M
Nomura Asset Management
228
Nomura Asset Management
Japan
$2.01M
DZ Bank
229
DZ Bank
Germany
$2.01M +$92.8K +716 +4%
Toronto Dominion Bank
230
Toronto Dominion Bank
Ontario, Canada
$1.97M -$2.09M -16,097 -47%
Baird Financial Group
231
Baird Financial Group
Wisconsin
$1.94M +$491K +3,790 +27%
AB
232
Amalgamated Bank
New York
$1.93M +$495K +3,816 +28%
AAM
233
Azzad Asset Management
Virginia
$1.89M +$767K +5,914 +109%
CIA
234
Capital Impact Advisors
Massachusetts
$1.88M +$740K +5,704 +48%
Wellington Management Group
235
Wellington Management Group
Massachusetts
$1.88M +$1.42M +10,921 +178%
CLCM
236
Crawford Lake Capital Management
New Jersey
$1.86M +$2.2M +16,951 New
CCP
237
Clough Capital Partners
Massachusetts
$1.86M -$6.38M -49,220 -74%
Bessemer Group
238
Bessemer Group
New Jersey
$1.83M +$2.15M +16,575 +55,250%
PCM
239
Prelude Capital Management
New York
$1.74M +$2.06M +15,852 New
LPC
240
Lone Pine Capital
Connecticut
$1.74M +$2.05M +15,835 New
PIM
241
Partner Investment Management
California
$1.74M +$926K +7,139 +83%
TFCM
242
Taylor Frigon Capital Management
Arizona
$1.72M -$25.4K -196 -1%
Mitsubishi UFJ Asset Management
243
Mitsubishi UFJ Asset Management
Japan
$1.71M +$33.8K +261 +2%
BCIM
244
British Columbia Investment Management
British Columbia, Canada
$1.68M -$824K -6,355 -29%
TAM
245
Tiverton Asset Management
Delaware
$1.67M -$189K -1,457 -9%
Skandinaviska Enskilda Banken (SEB)
246
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.66M +$1.02M +7,900 +110%
SRC
247
Sage Rhino Capital
California
$1.65M
Aberdeen Group
248
Aberdeen Group
United Kingdom
$1.61M +$1.2M +9,291 +172%
HT
249
HAP Trading
New York
$1.52M -$3.52M -27,152 -66%
LWAC
250
Laurel Wealth Advisors (California)
California
$1.51M +$1.35M +10,426 +311%

TWLO Hedge Fund Activity: Q3 2019 in Review

549 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q3 2019, worth a combined $12.3B — down 12% from $14B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of TWLO and 87 opened new positions — a net loss of 10 holders — while 148 trimmed existing stakes and 242 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $299M. The largest seller was Salesforce Inc, exiting entirely with an estimated $121M sold.

  • 549 institutional investors held Twilio (TWLO) as of Q3 2019, down from 562 in Q2 2019.
  • Funds reported $12.3B of Twilio stock for Q3 2019, down 12% quarter-over-quarter.
  • 87 funds opened new Twilio positions in Q3 2019 and 97 closed out, a net change of -10 holders.
  • The largest Twilio buyer in Q3 2019 was T. Rowe Price Associates, an estimated $299M added.
  • The largest Twilio seller in Q3 2019 was Salesforce Inc, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2019.