We are live on ! Find out more

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
BMM
376
Buffington Mohr McNeal
Idaho
$262K +$229K +2,030 New
CAM
377
Carret Asset Management
New York
$258K -$56.3K -500 -20%
CAM
378
Cortina Asset Management
Wisconsin
$258K +$225K +1,994 New
GAG
379
GM Advisory Group
New York
$258K +$225K +2,000 New
P
380
Pitcairn
Pennsylvania
$258K +$225K +2,000 New
STA
381
Summit Trail Advisors
New York
$258K +$225K +2,000 New
CAN
382
Cetera Advisor Networks
California
$257K +$224K +1,987 New
JPMIA
383
J.P. Marvel Investment Advisors
Massachusetts
$257K +$224K +1,990 New
Mirae Asset Global Investments
384
Mirae Asset Global Investments
South Korea
$252K -$1.09M -9,649 -83%
Cerity Partners
385
Cerity Partners
New York
$252K +$220K +1,950 New
FAAS
386
First Allied Advisory Services
California
$247K +$214K +1,903 New
CFA
387
Carroll Financial Associates
North Carolina
$244K +$213K +1,890 New
GCP
388
GSA Capital Partners
United Kingdom
$240K -$71.4K -634 -25%
Envestnet Asset Management
389
Envestnet Asset Management
Illinois
$237K +$207K +1,836 New
Fisher Asset Management
390
Fisher Asset Management
Washington
$234K +$204K +1,814 New
RCAG
391
Rehmann Capital Advisory Group
Michigan
$233K -$69.4K -616 -25%
AC
392
Allstate Corporation
Illinois
$229K +$199K +1,771 New
CHP
393
Cable Hill Partners
Oregon
$228K
PP
394
Paloma Partners
Connecticut
$222K +$193K +1,715 New
BDF
395
Balasa Dinverno & Foltz
$222K +$193K +1,718 New
ACM
396
Adalta Capital Management
New York
$220K +$191K +1,700 New
TAM
397
Tyers Asset Management
Texas
$219K +$175K +1,552 +1,078%
SWA
398
Stratos Wealth Advisors
Ohio
$219K +$191K +1,692 New
DekaBank Deutsche Girozentrale
399
DekaBank Deutsche Girozentrale
Germany
$214K -$66.4K -590 -18%
PA
400
Pinnacle Associates
New York
$214K +$187K +1,660 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.