We are live on ! Find out more

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
PFO
251
Pathstone Family Office
New Jersey
$1.5M
Public Employees Retirement Association of Colorado
252
Public Employees Retirement Association of Colorado
Colorado
$1.5M
BRWM
253
B. Riley Wealth Management
Tennessee
$1.5M +$774K +5,973 +78%
FDS
254
Freedom Day Solutions
Texas
$1.47M -$10.4K -80 -0.6%
MIFH
255
Migdal Insurance & Financial Holdings
Israel
$1.45M +$615K +4,746 +56%
N
256
Natixis
France
$1.41M +$1.67M +12,863 New
Nordea Investment Management
257
Nordea Investment Management
Sweden
$1.39M +$1.2M +9,267 +248%
HighTower Advisors
258
HighTower Advisors
Illinois
$1.38M -$767K -5,919 -32%
SAM
259
Shell Asset Management
Netherlands
$1.3M -$673K -5,192 -30%
Comerica Bank
260
Comerica Bank
Texas
$1.29M +$164K +1,264 +11%
PIM
261
Parker Investment Management
California
$1.29M -$483K -3,723 -24%
DnB Asset Management
262
DnB Asset Management
Norway
$1.25M +$72.5K +559 +5%
FCBT
263
First Citizens Bank & Trust
North Carolina
$1.24M +$83K +640 +6%
BM
264
Brandywine Managers
Delaware
$1.24M +$516K +3,980 +55%
II
265
IFM Investors
Australia
$1.21M +$460K +3,549 +48%
Mackenzie Financial
266
Mackenzie Financial
Ontario, Canada
$1.21M -$413K -3,186 -23%
SBIA
267
Sheaff Brock Investment Advisors
Indiana
$1.17M +$280K +2,160 +25%
Creative Planning
268
Creative Planning
Kansas
$1.13M -$38.4K -296 -3%
BCM
269
Bayesian Capital Management
New York
$1.11M +$1.31M +10,101 New
FHB
270
First Hawaiian Bank
Hawaii
$1.1M -$22.7K -175 -2%
RA
271
Royce & Associates
New York
$1.1M
BCP
272
Berylson Capital Partners
Massachusetts
$1.09M +$1.28M +9,900 New
NAM
273
Nissay Asset Management
Japan
$1.08M +$218K +1,681 +21%
SG Americas Securities
274
SG Americas Securities
New York
$1.08M +$929K +7,163 +270%
BAM
275
Belpointe Asset Management
Nevada
$1.08M +$1.27M +9,800 New

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.