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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
RC
301
RBF Capital
California
$646K
Squarepoint
302
Squarepoint
New York
$629K +$549K +4,873 New
NIT
303
NumerixS Investment Technologies
British Columbia, Canada
$628K +$563K +5,000 New
IWM
304
IHT Wealth Management
Illinois
$625K -$213K -1,893 -28%
PSUF
305
People's United Financial
Connecticut
$610K +$179K +1,587 +51%
AW
306
Alpha Windward
Massachusetts
$602K +$500K +4,440 +2,037%
Prudential Financial
307
Prudential Financial
New Jersey
$595K +$128K +1,133 +33%
AAM
308
Azzad Asset Management
Virginia
$580K +$135K +1,201 +37%
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
$561K +$489K +4,344 New
ProShare Advisors
310
ProShare Advisors
Maryland
$559K +$112K +997 +30%
HSBC Holdings
311
HSBC Holdings
United Kingdom
$556K -$92.8K -824 -16%
PWM
312
Perigon Wealth Management
California
$554K -$89.1K -791 -16%
ZCA
313
Zeke Capital Advisors
Pennsylvania
$549K -$397K -3,526 -45%
MC
314
Moors & Cabot
Massachusetts
$547K -$257K -2,285 -35%
FAIM
315
Financial Advocates Investment Management
Washington
$534K +$1.13K +10 +0.2%
CIBC Asset Management
316
CIBC Asset Management
Ontario, Canada
$525K +$84.7K +752 +23%
RWA
317
Redhawk Wealth Advisors
Minnesota
$518K -$2.59K -23 -0.6%
Toronto Dominion Bank
318
Toronto Dominion Bank
Ontario, Canada
$507K +$442K +3,924 New
IIA
319
IPG Investment Advisors
California
$505K +$78.8K +700 +22%
PIM
320
Partner Investment Management
California
$492K -$3.6K -32 -0.8%
TC
321
TradeLink Capital
Illinois
$491K +$428K +3,800 New
PMG
322
ProVise Management Group
Florida
$488K -$61K -542 -13%
HCM
323
Hollencrest Capital Management
California
$474K
BTS
324
BB&T Securities
Virginia
$470K +$410K +3,640 New
SWP
325
Stratos Wealth Partners
Ohio
$469K +$409K +3,629 New

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.