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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
BRWA
401
B. Riley Wealth Advisors
Florida
$309K -$419K -6,716 -62%
HI
402
Harbour Investments
Wisconsin
$308K -$33.6K -539 -12%
VI
403
Vestcor Inc
New Brunswick, Canada
$306K -$2K -32 -0.8%
IMCOOI
404
Investment Management Corp of Ontario (IMCO)
Canada
$305K +$251K +4,022 New
GCM
405
G2 Capital Management
Ohio
$303K
FRM
406
Fox Run Management
Connecticut
$301K -$455K -7,303 -65%
IAA
407
Independent Advisor Alliance
North Carolina
$291K -$11.5K -185 -5%
OHWP
408
Oak Harbor Wealth Partners
North Carolina
$288K -$249K -4,000 -51%
SOMRS
409
State of Michigan Retirement System
Michigan
$288K +$237K +3,800 New
WS
410
Wedbush Securities
California
$288K -$75.1K -1,205 -24%
Mercer Global Advisors
411
Mercer Global Advisors
Colorado
$288K -$49.4K -793 -17%
SWM
412
Spire Wealth Management
Virginia
$287K -$23.7K -380 -9%
TCM
413
Triumph Capital Management
Colorado
$281K -$77.4K -1,241 -25%
SG Americas Securities
414
SG Americas Securities
New York
$279K -$1.43M -22,917 -86%
GAM
415
Gotham Asset Management
New York
$279K +$229K +3,671 New
KPWS
416
Kestra Private Wealth Services
Texas
$277K -$43.8K -703 -16%
MCM
417
MAI Capital Management
Ohio
$276K -$35.6K -571 -14%
BL
418
Balentine LLC
Georgia
$276K -$15K -241 -6%
S
419
SignatureFD
Georgia
$271K -$31.2K -501 -12%
CB
420
Commerce Bank
Missouri
$269K -$13.2K -211 -6%
CFB
421
Cullen/Frost Bankers
Texas
$267K -$1.43K -23 -0.6%
SMFG
422
Sumitomo Mitsui Financial Group
Japan
$265K +$27.4K +440 +15%
ACM
423
Avalon Capital Management
California
$263K +$216K +3,472 New
WWM
424
Western Wealth Management
Colorado
$262K +$215K +3,456 New
SWP
425
Stratos Wealth Partners
Ohio
$253K -$6.98K -112 -3%

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.