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Twilio
TWLO

Overview Fund Activity

329 hedge funds and large institutions have $5.17B invested in Twilio in 2018 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 84 increasing their positions, 117 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
329
Holders Change
+60
Holders Change %
+22.3%
% of All Funds
7.53%
Holding in Top 10
19
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+46.15%
% of All Funds
0.44%
New
88
Increased
84
Reduced
117
Closed
25
Calls
$459M
Puts
$276M
Net Calls
+$183M
Net Calls Change
+$145M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$237M
2
AllianceBernstein
AllianceBernstein
Tennessee
$130M
3
Tiger Global Management
Tiger Global Management
New York
$88.9M
4
WRCM
Whale Rock Capital Management
Massachusetts
$183M
5
SM
SCGE Management
California
$80.3M

Top Sellers

1
TCMI
Technology Crossover Management IX
California
$0
2
Wellington Management Group
Wellington Management Group
Massachusetts
$93M
3
HC
Hillman Company
Pennsylvania
$17.5M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$276M
5
Citigroup
Citigroup
New York
$4.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
301
Advisornet Financial
Minnesota
$10K +$10K +120 New
SMFS
302
Squar Milner Financial Services
California
$9K – – –
DAM
303
Delta Asset Management
Tennessee
$9K – – –
TCM
304
Tradewinds Capital Management
Washington
$9K – – –
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$9K +$4.5K +50 +100%
KF
306
Krilogy Financial
Missouri
$9K +$9K +100 New
PA
307
Parallel Advisors
California
$9K +$9K +100 New
TDC
308
Thompson Davis & Co
Virginia
$9K +$9K +100 New
TWA
309
TCI Wealth Advisors
Arizona
$9K +$9K +100 New
MIM
310
MetLife Investment Management
New Jersey
$8.46K +$8.46K +98 New
WEC
311
Winslow Evans & Crocker
Massachusetts
$8K +$6.14K +66 +330%
FHA
312
Flagship Harbor Advisors
Massachusetts
$7K +$4.15K +51 +146%
SFSIG
313
San Francisco Sentry Investment Group
California
$7K +$7K +76 New
ADL
314
Asset Dedication LLC
California
$6K – – –
HMS
315
Hanseatic Management Services
New Mexico
$6K – – –
PFO
316
Pathstone Family Office
New Jersey
$6K +$6K +75 New
MWM
317
MinichMacGregor Wealth Management
New York
$4K – – –
RFC
318
Regions Financial Corp
Alabama
$4K – – –
HR
319
Howe & Rusling
New York
$4K – – –
TFA
320
Toth Financial Advisory
Virginia
$4K – – –
CHP
321
Cable Hill Partners
Oregon
$4K – – –
VFA
322
Valeo Financial Advisors
Indiana
$4K – – –
ATC
323
Adirondack Trust Company
New York
$4K +$4K +48 New
CFGS
324
Concourse Financial Group Securities
Alabama
$4K +$4K +50 New
JWM
325
Janiczek Wealth Management
Colorado
$3K +$3K +29 New
11 12
13
14 15