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Twilio
TWLO

612 hedge funds and large institutions have $7.14B invested in Twilio in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $599M | Put options by funds: $533M

1.94% less ownership

Funds ownership: 85.51% → 83.57% (-1.9%)

11% less funds holding

Funds holding: 687 → 612 (-75)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

30% less capital invested

Capital invested by funds: $10.3B → $7.14B (-$3.13B)

32% less funds holding in top 10

Funds holding in top 10: 25 → 17 (-8)

38% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 163

Holders
612
Holders Change
-75
Holders Change %
-10.92%
% of All Funds
9.84%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.27%
New
101
Increased
195
Reduced
224
Closed
163
Calls
$599M
Puts
$533M
Net Calls
+$66.5M
Net Calls Change
-$9.07M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$129M
2
CAM
Contour Asset Management
New York
+$122M
3
Citadel Advisors
Citadel Advisors
Florida
+$88.5M
4
Swedbank
Swedbank
Sweden
+$79.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$71.1M

Top Sellers

1
MCMC
Matrix Capital Management Company
New Hampshire
-$386M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$224M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$150M
4
HCM
HMI Capital Management
California
-$115M
5
AM
Atreides Management
Massachusetts
-$85.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
251
Centaurus Financial
California
$704K -$93.3K -1,640 -10%
Daiwa Securities Group
252
Daiwa Securities Group
Japan
$703K +$101K +1,771 +14%
Allianz Asset Management
253
Allianz Asset Management
Germany
$696K -$263K -4,623 -25%
VPIM
254
Vanguard Personalized Indexing Management
California
$689K -$69.5K -1,221 -8%
WBC
255
Westpac Banking Corp
Australia
$688K -$1.76M -30,975 -69%
RSWM
256
Robertson Stephens Wealth Management
California
$675K +$28.6K +503 +4%
GC
257
Guggenheim Capital
Illinois
$654K -$34.9K -613 -4%
EWM
258
Empirical Wealth Management
Washington
$652K +$102K +1,795 +16%
MSRPS
259
Maryland State Retirement & Pension System
Maryland
$646K +$751K +13,203 New
EMPI
260
Elo Mutual Pension Insurance
Finland
$646K +$18.6K +327 +3%
Cerity Partners
261
Cerity Partners
New York
$645K +$140K +2,457 +23%
SMFG
262
Sumitomo Mitsui Financial Group
Japan
$643K -$319K -5,611 -30%
Comerica Bank
263
Comerica Bank
Texas
$624K +$180K +3,155 +39%
X
264
Xponance
Pennsylvania
$623K +$171K +3,013 +31%
EI
265
Ethic Inc
New York
$622K +$87.3K +1,534 +14%
EDRH
266
Edmond de Rothschild Holding
Switzerland
$620K -$1.61M -28,225 -69%
SW
267
SteelPeak Wealth
California
$614K -$175K -3,082 -20%
CAN
268
Cetera Advisor Networks
California
$611K +$57.2K +1,005 +9%
GIPM
269
G2 Investment Partners Management
New York
$606K +$705K +12,387 New
CWP
270
CFM Wealth Partners
Texas
$598K -$85.9K -1,510 -11%
SLAM
271
Swiss Life Asset Management
$597K +$341K +5,984 +97%
Qube Research & Technologies (QRT)
272
Qube Research & Technologies (QRT)
United Kingdom
$593K +$689K +12,112 New
CM
273
Capula Management
Cayman Islands
$590K +$686K +12,050 New
LWM
274
Lyell Wealth Management
California
$587K -$1.67M -29,411 -71%
Corient Private Wealth
275
Corient Private Wealth
Florida
$584K +$679K +11,927 New
9 10
11
12 13

TWLO Hedge Fund Activity: Q4 2022 in Review

612 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q4 2022, worth a combined $7.14B — down 30% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of TWLO and 101 opened new positions — a net loss of 62 holders — while 224 trimmed existing stakes and 195 added.

The largest buyer was Generation Investment Management, adding an estimated $129M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $386M sold.

  • 612 institutional investors held Twilio (TWLO) as of Q4 2022, down from 687 in Q3 2022.
  • Funds reported $7.14B of Twilio stock for Q4 2022, down 30% quarter-over-quarter.
  • 101 funds opened new Twilio positions in Q4 2022 and 163 closed out, a net change of -62 holders.
  • The largest Twilio buyer in Q4 2022 was Generation Investment Management, an estimated $129M added.
  • The largest Twilio seller in Q4 2022 was Matrix Capital Management Company, an estimated $386M sold.

Based on aggregated 13F filings for Q4 2022.