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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
US Bancorp
326
US Bancorp
Minnesota
$542K -$103K -1,659 -19%
TI
327
Tidal Investments
Wisconsin
$541K +$155K +2,483 +53%
CNWM
328
Clay Northam Wealth Management
California
$531K -$25.9K -415 -6%
Nomura Holdings
329
Nomura Holdings
Japan
$531K -$307K -4,922 -41%
FTDI
330
First Trust Direct Indexing
Massachusetts
$527K +$27.9K +447 +7%
AR
331
Advisory Research
Illinois
$514K +$422K +6,771 New
EOJOAM
332
E. Ohman J:or Asset Management
Sweden
$508K -$93.5K -1,500 -18%
KCM
333
KRS Capital Management
Michigan
$508K +$6.23K +100 +2%
LWM
334
Lyell Wealth Management
California
$505K +$165K +2,653 +66%
IP
335
Intellectus Partners
California
$502K -$150K -2,409 -27%
SA
336
Strategic Advisors
New York
$493K -$31.2K -500 -7%
EF
337
Empowered Funds
Pennsylvania
$487K -$14K -224 -3%
LAI
338
Legal Advantage Investments
California
$486K -$1.25K -20 -0.3%
IAN
339
Integrated Advisors Network
Texas
$481K
QCM
340
Qsemble Capital Management
New York
$479K +$393K +6,310 New
GCA
341
Greenwood Capital Associates
South Carolina
$478K +$393K +6,297 New
JFG
342
Jefferies Financial Group
New York
$476K +$391K +6,280 New
KA
343
Kintegral Advisory
New York
$468K -$2.43K -39 -0.6%
MGP
344
Metis Global Partners
California
$457K -$49.1K -787 -12%
Baird Financial Group
345
Baird Financial Group
Wisconsin
$456K +$103K +1,649 +38%
EWA
346
EverSource Wealth Advisors
Alabama
$454K -$18K -288 -5%
Carson Wealth (CWM LLC)
347
Carson Wealth (CWM LLC)
Nebraska
$438K -$32.7K -525 -8%
DACS
348
Dymon Asia Capital (Singapore)
Singapore
$437K +$359K +5,756 New
FAIM
349
Financial Advocates Investment Management
Washington
$436K +$21.1K +339 +6%
CIBC Asset Management
350
CIBC Asset Management
Ontario, Canada
$433K -$30.4K -487 -8%

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.