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524 hedge funds and large institutions have $11B invested in Twilio in 2019 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 180 increasing their positions, 119 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 56

77% more capital invested

Capital invested by funds: $6.21B → $11B (+$4.8B)

57% more funds holding in top 10

Funds holding in top 10: 2336 (+13)

51% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 119

30% more funds holding

Funds holding: 403524 (+121)

9% more call options, than puts

Call options by funds: $625M | Put options by funds: $574M

5.62% less ownership

Funds ownership: 87.33%81.71% (-5.6%)

Holders
524
Holders Change
+121
Holders Change %
+30.02%
% of All Funds
11.34%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
0.78%
New
178
Increased
180
Reduced
119
Closed
56
Calls
$625M
Puts
$574M
Net Calls
+$51M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
251
BKS Advisors
Michigan
$1.45M +$631K +5,600 +100%
Los Angeles Capital Management
252
Los Angeles Capital Management
California
$1.43M +$60.3K +535 +5%
Luther King Capital Management (LKCM)
253
Luther King Capital Management (LKCM)
Texas
$1.42M -$2.73M -24,225 -69%
SGM
254
Skye Global Management
Florida
$1.42M -$698K -6,200 -36%
UR
255
USCA RIA
Texas
$1.38M +$1.2M +10,680 New
SSA
256
Schonfeld Strategic Advisors
New York
$1.34M +$1.17M +10,400 New
FCBT
257
First Citizens Bank & Trust
North Carolina
$1.34M +$134K +1,188 +13%
SOADOR
258
State of Alaska Department of Revenue
Alaska
$1.32M +$131K +1,160 +13%
Mackenzie Financial
259
Mackenzie Financial
Ontario, Canada
$1.32M +$1.15M +10,255 New
DTL
260
Dynamic Technology Lab
Singapore
$1.24M +$1.08M +9,607 New
LCG
261
Lisanti Capital Growth
New York
$1.23M -$2.48M -22,060 -70%
XWM
262
Xcel Wealth Management
Florida
$1.22M +$1.07M +9,460 New
Creative Planning
263
Creative Planning
Kansas
$1.22M +$154K +1,370 +17%
SC
264
Slow Capital
California
$1.2M -$336K -2,984 -24%
EI
265
EAM Investors
California
$1.12M -$747K -6,632 -43%
SEI Investments
266
SEI Investments
Pennsylvania
$1.08M -$2.4M -21,310 -72%
FHB
267
First Hawaiian Bank
Hawaii
$1.07M +$858K +7,620 +1,121%
KA
268
Kovack Advisors
Florida
$1.04M +$907K +8,053 New
ACM
269
ADI Capital Management
New York
$1.03M +$901K +8,000 New
SRC
270
Sage Rhino Capital
California
$1.03M +$901K +8,000 New
HighTower Advisors
271
HighTower Advisors
Illinois
$1.02M +$229K +2,033 +35%
SBIA
272
Sheaff Brock Investment Advisors
Indiana
$1.02M +$886K +7,870 New
Parallax Volatility Advisers
273
Parallax Volatility Advisers
California
$1.01M -$1.15M -10,179 -56%
CWM
274
Cabot Wealth Management
Massachusetts
$1M +$873K +7,748 New
MAFM
275
Mid Atlantic Financial Management
Pennsylvania
$984K +$32.8K +291 +4%

TWLO Hedge Fund Activity: Q1 2019 in Review

524 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q1 2019, worth a combined $11B — up 77% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new TWLO positions and 56 closed out — a net gain of 122 holders — while 180 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $281M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $151M sold.

  • 524 institutional investors held Twilio (TWLO) as of Q1 2019, up from 403 in Q4 2018.
  • Funds reported $11B of Twilio stock for Q1 2019, up 77% quarter-over-quarter.
  • 178 funds opened new Twilio positions in Q1 2019 and 56 closed out, a net change of +122 holders.
  • The largest Twilio buyer in Q1 2019 was Morgan Stanley, an estimated $281M added.
  • The largest Twilio seller in Q1 2019 was Renaissance Technologies, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2019.