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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
MG
276
Marex Group
$581K +$676K +11,869 New
BCM
277
Bourgeon Capital Management
Connecticut
$578K +$583K +10,250 +661%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
278
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$571K -$1.75M -30,829 -73%
Mariner
279
Mariner
Kansas
$564K -$353K -6,200 -35%
ASN
280
Advisory Services Network
Georgia
$563K +$118K +2,076 +22%
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$560K – – –
MML Investors Services
282
MML Investors Services
Massachusetts
$537K +$67.8K +1,192 +12%
SC
283
Sonen Capital
California
$531K +$201K +3,537 +48%
TCM
284
Triumph Capital Management
Colorado
$528K +$104K +1,819 +20%
PAWA
285
Palo Alto Wealth Advisors
California
$525K +$611K +10,729 New
CAPTRUST Financial Advisors
286
CAPTRUST Financial Advisors
North Carolina
$513K +$120K +2,104 +25%
AAM
287
Azzad Asset Management
Virginia
$512K -$318K -5,590 -35%
BA
288
Bridgewater Associates
Connecticut
$508K +$340K +5,981 +136%
Nordea Investment Management
289
Nordea Investment Management
Sweden
$505K +$10.2K +179 +2%
BIP
290
Bouvel Investment Partners
Pennsylvania
$502K +$27K +475 +5%
FWI
291
Facet Wealth Inc
Maryland
$495K -$2.22K -39 -0.5%
FANJ
292
Financial Architects (New Jersey)
New Jersey
$490K – – –
CRC
293
Curi RMB Capital
Illinois
$489K -$1.1M -19,310 -66%
CB
294
Commerce Bank
Missouri
$485K +$71.8K +1,262 +15%
PI
295
PineBridge Investments
New York
$484K -$15.1K -266 -3%
SSB
296
Sandy Spring Bank
Maryland
$480K -$171K -3,001 -23%
BM
297
Brandywine Managers
Delaware
$479K – – –
AC
298
Allstate Corporation
Illinois
$471K +$548K +9,628 New
AIM
299
Allstate Investment Management
Illinois
$471K +$548K +9,628 New
BFA
300
BBJS Financial Advisors
Washington
$469K +$546K +9,589 New
10 11
12
13 14

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.