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549 hedge funds and large institutions have $12.3B invested in Twilio in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 242 increasing their positions, 148 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 148

4.59% more ownership

Funds ownership: 87.3%91.89% (+4.6%)

2% less funds holding

Funds holding: 562549 (-13)

10% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 97

10% less call options, than puts

Call options by funds: $685M | Put options by funds: $766M

12% less capital invested

Capital invested by funds: $14B → $12.3B (-$1.67B)

15% less funds holding in top 10

Funds holding in top 10: 3328 (-5)

Holders
549
Holders Change
-13
Holders Change %
-2.31%
% of All Funds
12.04%
Holding in Top 10
28
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-15.15%
% of All Funds
0.61%
New
87
Increased
242
Reduced
148
Closed
97
Calls
$685M
Puts
$766M
Net Calls
-$80.4M
Net Calls Change
-$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
376
Granite Investment Advisors
New Hampshire
$340K -$6.48K -50 -2%
MFAM
377
Motley Fool Asset Management
Virginia
$336K +$83.6K +645 +27%
HTC
378
Haverford Trust Company
Pennsylvania
$333K
RCM
379
Requisite Capital Management
Texas
$330K +$389K +3,000 New
AI
380
Atria Investments
North Carolina
$328K +$28.4K +219 +8%
PP
381
Prudential plc
United Kingdom
$324K +$382K +2,946 New
FAAS
382
First Allied Advisory Services
California
$323K +$122K +938 +47%
AIG
383
American International Group
New York
$321K +$12.7K +98 +3%
BJL
384
Brighton Jones LLC
Washington
$313K -$194K -1,493 -34%
FIM
385
Fernwood Investment Management
Massachusetts
$313K +$370K +2,850 New
MML Investors Services
386
MML Investors Services
Massachusetts
$311K +$12.8K +99 +4%
SI
387
Stephens Inc
Arkansas
$309K +$90.8K +700 +33%
BCA
388
Berman Capital Advisors
Georgia
$306K -$2.72K -21 -0.7%
SWP
389
Stratos Wealth Partners
Ohio
$303K +$34.2K +264 +11%
GAM
390
Griffin Asset Management
New York
$300K +$220K +1,694 +164%
Chevy Chase Trust
391
Chevy Chase Trust
Maryland
$299K
Luther King Capital Management (LKCM)
392
Luther King Capital Management (LKCM)
Texas
$297K -$25.9K -200 -7%
BRWA
393
B. Riley Wealth Advisors
Florida
$291K +$29.2K +225 +9%
Mercer Global Advisors
394
Mercer Global Advisors
Colorado
$281K -$263K -2,031 -44%
BNP Paribas Asset Management
395
BNP Paribas Asset Management
France
$276K -$39.8K -307 -11%
QI
396
QS Investors
New York
$275K -$830K -6,400 -72%
AWCI
397
Alpine Woods Capital Investors
New York
$275K
GIA
398
Gladstone Institutional Advisory
Florida
$275K +$56K +432 +21%
TAM
399
Tyers Asset Management
Texas
$273K -$110K -848 -25%
NL
400
NWAM LLC
Washington
$266K +$70K +540 +29%

TWLO Hedge Fund Activity: Q3 2019 in Review

549 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q3 2019, worth a combined $12.3B — down 12% from $14B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of TWLO and 87 opened new positions — a net loss of 10 holders — while 148 trimmed existing stakes and 242 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $299M. The largest seller was Salesforce Inc, exiting entirely with an estimated $121M sold.

  • 549 institutional investors held Twilio (TWLO) as of Q3 2019, down from 562 in Q2 2019.
  • Funds reported $12.3B of Twilio stock for Q3 2019, down 12% quarter-over-quarter.
  • 87 funds opened new Twilio positions in Q3 2019 and 97 closed out, a net change of -10 holders.
  • The largest Twilio buyer in Q3 2019 was T. Rowe Price Associates, an estimated $299M added.
  • The largest Twilio seller in Q3 2019 was Salesforce Inc, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2019.