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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
CLOS
426
Compagnie Lombard Odier SCmA
Switzerland
$93K +$2.25K +20 +3%
ASN
427
Advisory Services Network
Georgia
$92K -$148K -1,310 -65%
FWM
428
Focused Wealth Management
New York
$92K +$1.58K +14 +2%
TFGT
429
TS Financial Group (TSFG)
Illinois
$90K +$78.8K +700 New
EWA
430
Evolution Wealth Advisors
Florida
$89K -$40.4K -359 -34%
MC
431
Machina Capital
France
$89K +$77.6K +689 New
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$87K +$76.2K +677 New
FANJ
433
Financial Architects (New Jersey)
New Jersey
$86K +$37.4K +332 +100%
RFA
434
Reilly Financial Advisors
California
$78K -$11.3K -100 -14%
LWA
435
Lenox Wealth Advisors
New York
$78K +$67.8K +602 New
FHA
436
Flagship Harbor Advisors
Massachusetts
$76K +$56.9K +505 +587%
PCP
437
Proficio Capital Partners
Massachusetts
$66K +$57.1K +507 +10,140%
AC
438
Avestar Capital
New York
$64K +$56.3K +500 New
FDCDDQ
439
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.1K +$50.7K +450 New
SIAP
440
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$58K
MAM
441
Meeder Asset Management
Ohio
$55K +$41.6K +369 +647%
KP
442
Keel Point
Alabama
$55K +$47.9K +425 New
FAM
443
Fred Alger Management
New York
$54K +$26.6K +236 +130%
CCMW
444
Cypress Capital Management (Wyoming)
Wyoming
$52K -$13.5K -120 -23%
BFEC
445
Benjamin F. Edwards & Company
Missouri
$51K +$19K +169 +75%
PA
446
Parallel Advisors
California
$49K -$2.48K -22 -6%
SWA
447
Sutton Wealth Advisors
Florida
$47.2K +$338 +3 +0.8%
TWA
448
TCI Wealth Advisors
Arizona
$47K +$29.4K +261 +261%
CAW
449
Cornerstone Advisors (Washington)
Washington
$47K +$40.8K +362 New
TCOV
450
Trust Company of Vermont
Vermont
$40K +$34.8K +309 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.