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659 hedge funds and large institutions have $11.2B invested in Twilio in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 174 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 72

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

34% more capital invested

Capital invested by funds: $8.35B → $11.2B (+$2.85B)

24% more call options, than puts

Call options by funds: $810M | Put options by funds: $652M

9% more funds holding

Funds holding: 604659 (+55)

2.76% more ownership

Funds ownership: 78.73%81.49% (+2.8%)

28% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 241

Holders
659
Holders Change
+55
Holders Change %
+9.11%
% of All Funds
9.61%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
136
Increased
174
Reduced
241
Closed
72
Calls
$810M
Puts
$652M
Net Calls
+$158M
Net Calls Change
-$50.5M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
301
INTECH Investment Management
Florida
$730K -$41.5K -665 -6%
WCM
302
Washington Capital Management
Washington
$706K
SC
303
Sonen Capital
California
$705K
FIA
304
Foundations Investment Advisors
Arizona
$704K +$189K +3,031 +43%
SI
305
Sapience Investments
California
$687K
X
306
Xponance
Pennsylvania
$678K -$1.62K -26 -0.3%
BAMF
307
BI Asset Management Fondsmaeglerselskab
Denmark
$670K -$130K -2,088 -19%
Franklin Resources
308
Franklin Resources
California
$655K +$12.7K +203 +2%
CWA
309
Carolina Wealth Advisors
South Carolina
$652K -$9.16K -147 -2%
AAS
310
Avantax Advisory Services
Texas
$644K +$129K +2,064 +32%
Assenagon Asset Management
311
Assenagon Asset Management
Luxembourg
$635K -$2.83M -45,377 -84%
AAM
312
Azzad Asset Management
Virginia
$622K +$6.61K +106 +1%
JRP
313
Jasper Ridge Partners
California
$611K
PP
314
Prudential plc
United Kingdom
$605K -$1.43K -23 -0.3%
M&T Bank
315
M&T Bank
New York
$604K -$23.7K -380 -5%
Teacher Retirement System of Texas
316
Teacher Retirement System of Texas
Texas
$601K -$338K -5,418 -41%
EDRH
317
Edmond de Rothschild Holding
Switzerland
$595K -$143K -2,290 -23%
KA
318
Kovack Advisors
Florida
$586K +$87K +1,395 +22%
CWM
319
Cedar Wealth Management
California
$586K +$222K +3,563 +86%
SW
320
SVB Wealth
Massachusetts
$571K +$136K +2,179 +41%
BF
321
BOK Financial
Oklahoma
$565K +$315K +5,061 +212%
CAPTRUST Financial Advisors
322
CAPTRUST Financial Advisors
North Carolina
$558K -$36.9K -592 -7%
EI
323
Ethic Inc
New York
$554K +$39.3K +631 +9%
AWS
324
Atria Wealth Solutions
New York
$550K +$133K +2,128 +42%
JWS
325
Juncture Wealth Strategies
Arizona
$546K -$14.4K -231 -3%

TWLO Hedge Fund Activity: Q4 2023 in Review

659 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q4 2023, worth a combined $11.2B — up 34% from $8.35B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new TWLO positions and 72 closed out — a net gain of 64 holders — while 174 added to existing stakes and 241 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was Voloridge Investment Management, cutting an estimated $64.6M.

  • 659 institutional investors held Twilio (TWLO) as of Q4 2023, up from 604 in Q3 2023.
  • Funds reported $11.2B of Twilio stock for Q4 2023, up 34% quarter-over-quarter.
  • 136 funds opened new Twilio positions in Q4 2023 and 72 closed out, a net change of +64 holders.
  • The largest Twilio buyer in Q4 2023 was Morgan Stanley, an estimated $107M added.
  • The largest Twilio seller in Q4 2023 was Voloridge Investment Management, an estimated $64.6M sold.

Based on aggregated 13F filings for Q4 2023.