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659 hedge funds and large institutions have $11.2B invested in Twilio in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 174 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 72

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

34% more capital invested

Capital invested by funds: $8.35B → $11.2B (+$2.85B)

24% more call options, than puts

Call options by funds: $810M | Put options by funds: $652M

9% more funds holding

Funds holding: 604659 (+55)

2.76% more ownership

Funds ownership: 78.73%81.49% (+2.8%)

28% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 241

Holders
659
Holders Change
+55
Holders Change %
+9.11%
% of All Funds
9.61%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
136
Increased
174
Reduced
241
Closed
72
Calls
$810M
Puts
$652M
Net Calls
+$158M
Net Calls Change
-$50.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
226
Cunning Capital Partners
North Carolina
$1.49M +$1.22M +19,580 New
Pathstone Holdings
227
Pathstone Holdings
New Jersey
$1.49M +$1.22M +19,553 New
Cambridge Investment Research Advisors
228
Cambridge Investment Research Advisors
Iowa
$1.46M -$198K -3,176 -14%
SGA
229
Seaport Global Advisors
Massachusetts
$1.45M +$685K +10,986 +135%
ACI
230
Alpha Cubed Investments
California
$1.44M +$1.18M +18,915 New
Daiwa Securities Group
231
Daiwa Securities Group
Japan
$1.43M +$24.9K +400 +2%
RFM
232
Royal Fund Management
Florida
$1.4M -$99.7K -1,600 -8%
ELI
233
Empire Life Investments
Ontario, Canada
$1.38M +$219K +3,520 +24%
BCV
234
Banque Cantonale Vaudoise
Switzerland
$1.34M +$753K +12,075 +216%
SEI Investments
235
SEI Investments
Pennsylvania
$1.33M +$112K +1,800 +11%
HCMT
236
Highland Capital Management (Tennessee)
Tennessee
$1.29M +$1.06M +17,061 New
MCM
237
Moore Capital Management
New York
$1.27M +$1.05M +16,785 New
RGI
238
River Global Investors
United Kingdom
$1.25M -$10.2K -163 -1%
PAM
239
Panagora Asset Management
Massachusetts
$1.25M
Lido Advisors
240
Lido Advisors
California
$1.23M -$3.87K -62 -0.4%
Schroder Investment Management Group
241
Schroder Investment Management Group
United Kingdom
$1.21M -$634K -10,179 -39%
PNC Financial Services Group
242
PNC Financial Services Group
Pennsylvania
$1.21M +$51.3K +823 +5%
CG
243
Cutler Group
California
$1.16M +$919K +14,746 +2,458%
TI
244
TrueMark Investments
Illinois
$1.16M +$956K +15,333 New
TC
245
TwinBeech Capital
New York
$1.15M -$11.9M -191,008 -93%
AB
246
Amalgamated Bank
New York
$1.15M -$99.7K -1,599 -10%
EMPI
247
Elo Mutual Pension Insurance
Finland
$1.14M +$39.3K +630 +4%
VPIM
248
Vanguard Personalized Indexing Management
California
$1.14M -$2.81K -45 -0.3%
RWPA
249
Richard W. Paul & Associates
Michigan
$1.14M -$52.2K -837 -5%
Wolverine Trading
250
Wolverine Trading
Illinois
$1.14M +$268K +4,302 +40%

TWLO Hedge Fund Activity: Q4 2023 in Review

659 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q4 2023, worth a combined $11.2B — up 34% from $8.35B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new TWLO positions and 72 closed out — a net gain of 64 holders — while 174 added to existing stakes and 241 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was Voloridge Investment Management, cutting an estimated $64.6M.

  • 659 institutional investors held Twilio (TWLO) as of Q4 2023, up from 604 in Q3 2023.
  • Funds reported $11.2B of Twilio stock for Q4 2023, up 34% quarter-over-quarter.
  • 136 funds opened new Twilio positions in Q4 2023 and 72 closed out, a net change of +64 holders.
  • The largest Twilio buyer in Q4 2023 was Morgan Stanley, an estimated $107M added.
  • The largest Twilio seller in Q4 2023 was Voloridge Investment Management, an estimated $64.6M sold.

Based on aggregated 13F filings for Q4 2023.