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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: 687612 (-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: 2517 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
S
376
SignatureFD
Georgia
$257K -$74.2K -1,304 -20%
SAM
377
Shell Asset Management
Netherlands
$257K -$86.7K -1,523 -22%
BCV
378
Banque Cantonale Vaudoise
Switzerland
$255K -$10.5K -185 -3%
SIM
379
Spark Investment Management
New York
$255K
WS
380
Wedbush Securities
California
$251K -$168K -2,947 -36%
US Bancorp
381
US Bancorp
Minnesota
$251K -$49.7K -874 -15%
PVH
382
Psagot Value Holdings
Israel
$245K +$285K +5,000 New
LAI
383
Legal Advantage Investments
California
$241K
AWM
384
Axxcess Wealth Management
California
$239K -$69.3K -1,218 -20%
Carson Wealth (CWM LLC)
385
Carson Wealth (CWM LLC)
Nebraska
$238K +$11.7K +206 +4%
FRA
386
Frank Rimerman Advisors
California
$236K +$74.4K +1,308 +37%
SPC
387
Sigma Planning Corp
Michigan
$234K +$4.44K +78 +2%
LAM
388
Lynch Asset Management
Pennsylvania
$234K -$85.4K -1,500 -24%
CFG
389
Cooper Financial Group
California
$232K -$30.6K -538 -10%
TMAM
390
Tokio Marine Asset Management
Japan
$232K +$62.7K +1,101 +30%
HI
391
Harbour Investments
Wisconsin
$229K +$155K +2,716 +139%
STA
392
Summit Trail Advisors
New York
$227K -$62.7K -1,102 -19%
AAS
393
Avantax Advisory Services
Texas
$227K -$14.2K -249 -5%
PAS
394
Park Avenue Securities
New York
$225K -$29.3K -514 -10%
ETH
395
Exos TFP Holdings
New York
$224K +$85.3K +1,499 +49%
Impax Asset Management Group
396
Impax Asset Management Group
United Kingdom
$222K -$35.2K -618 -12%
TC
397
TownSquare Capital
Utah
$221K +$257K +4,512 New
KA
398
Kovack Advisors
Florida
$218K -$110K -1,925 -30%
ESCM
399
Echo Street Capital Management
New York
$215K +$250K +4,389 New
SF
400
Synovus Financial
Georgia
$212K -$79.2K -1,392 -24%

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.