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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
LNWWM
351
Laird Norton Wetherby Wealth Management
California
$320K +$139K +2,438 +60%
IA
352
IFP Advisors
Florida
$319K -$66.8K -1,174 -19%
MTIM
353
Marathon Trading Investment Management
Pennsylvania
$318K +$370K +6,500 New
CNWM
354
Clay Northam Wealth Management
California
$316K -$23.2K -408 -6%
HF
355
HRT Financial
New York
$314K +$365K +6,420 New
KCM
356
KRS Capital Management
Michigan
$310K -$1.99K -35 -0.5%
SEI Investments
357
SEI Investments
Pennsylvania
$310K -$2.74M -48,208 -88%
VIA
358
Vident Investment Advisory
Georgia
$308K +$73.2K +1,287 +26%
MIM
359
MetLife Investment Management
New Jersey
$304K +$114 +2 +0%
ALAM
360
Asahi Life Asset Management
Japan
$300K +$349K +6,125 New
BFM
361
Boothbay Fund Management
New York
$292K -$224K -3,943 -40%
SC
362
Sepio Capital
Utah
$288K -$74.9K -1,316 -18%
CIBC Asset Management
363
CIBC Asset Management
Ontario, Canada
$288K -$115K -2,014 -26%
FFN
364
Focus Financial Network
Minnesota
$284K -$59.5K -1,046 -15%
IFG
365
Independent Financial Group
California
$282K +$18.7K +328 +6%
SFS
366
Stiles Financial Services
Minnesota
$279K -$33.1K -581 -9%
FAIM
367
Financial Advocates Investment Management
Washington
$275K -$27.1K -477 -8%
SBIA
368
Sheaff Brock Investment Advisors
Indiana
$271K -$3.7K -65 -1%
CM
369
CastleKnight Management
New York
$269K +$313K +5,500 New
EF
370
Empowered Funds
Pennsylvania
$269K +$56.5K +992 +22%
NA
371
NewEdge Advisors
Louisiana
$268K +$394K +6,928 New
ProShare Advisors
372
ProShare Advisors
Maryland
$264K -$24.2K -426 -7%
RCM
373
Regency Capital Management
Hawaii
$263K -$296K -5,205 -49%
CCM
374
Coldstream Capital Management
Washington
$260K +$303K +5,316 New
TCA
375
Transcend Capital Advisors
New Jersey
$260K +$302K +5,311 New
13 14
15
16 17

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.