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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
SF
376
Synovus Financial
Georgia
$368K +$5.49K +88 +2%
LCM
377
Landscape Capital Management
New Jersey
$368K +$302K +4,846 New
FRA
378
Frank Rimerman Advisors
California
$366K
BP
379
BBR Partners
New York
$366K +$15.3K +245 +5%
CWM
380
CIBC World Markets
New York
$364K +$299K +4,793 New
BZWA
381
Blue Zone Wealth Advisors
California
$359K +$11.3K +181 +4%
LNWWM
382
Laird Norton Wetherby Wealth Management
California
$350K -$63.7K -1,022 -18%
PWM
383
Perigon Wealth Management
California
$348K -$202K -3,241 -41%
MML Investors Services
384
MML Investors Services
Massachusetts
$346K -$10.8K -174 -4%
CCP
385
Clarity Capital Partners
California
$345K +$283K +4,541 New
BMSSC
386
B. Metzler seel. Sohn & Co
Germany
$342K
AIMCA
387
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$341K
SW
388
SteelPeak Wealth
California
$337K -$19.4K -312 -7%
MIM
389
MetLife Investment Management
New Jersey
$337K -$4.67K -75 -2%
HCA
390
Harbor Capital Advisors
Illinois
$336K +$7.48K +120 +3%
JFGIW
391
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$335K +$275K +4,416 New
CWP
392
CFM Wealth Partners
Texas
$332K -$8.66K -139 -3%
FHA
393
Flagship Harbor Advisors
Massachusetts
$330K +$271K +4,347 New
DTL
394
Dynamic Technology Lab
Singapore
$323K -$906K -14,531 -77%
Comerica Bank
395
Comerica Bank
Texas
$321K -$42.6K -683 -14%
SC
396
Sepio Capital
Utah
$317K -$53.2K -854 -17%
EGM
397
Engineers Gate Manager
New York
$316K -$3.12M -50,050 -92%
Thrivent Financial for Lutherans
398
Thrivent Financial for Lutherans
Minnesota
$315K +$2.43K +39 +1%
MC
399
Machina Capital
France
$311K +$256K +4,100 New
SW
400
SkyOak Wealth
Michigan
$309K

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.