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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
P
426
Pitcairn
Pennsylvania
$208K -$27.4K -211 -10%
TRCT
427
Tower Research Capital (TRC)
New York
$205K +$61.7K +476 +34%
ACM
428
Alpha Capital Management
Texas
$205K +$241K +1,860 New
SF
429
Synovus Financial
Georgia
$197K +$30.5K +235 +15%
OAM
430
Oppenheimer Asset Management
New York
$172K +$74.6K +575 +58%
CLOS
431
Compagnie Lombard Odier SCmA
Switzerland
$167K -$64.8K -500 -25%
PCM
432
Penserra Capital Management
California
$144K +$50.6K +390 +42%
US Bancorp
433
US Bancorp
Minnesota
$136K -$330K -2,543 -67%
Nisa Investment Advisors
434
Nisa Investment Advisors
Missouri
$129K +$6.48K +50 +4%
SPIA
435
Steward Partners Investment Advisory
New York
$123K +$27.9K +215 +24%
LS
436
Livforsakringsbolaget Skandia
Sweden
$121K
CIA
437
CSat Investment Advisory
Michigan
$118K +$38.1K +294 +38%
EFSCE
438
Enterprise Financial Services Corp (EFSC)
Missouri
$118K +$137K +1,057 +13,213%
TFGT
439
TS Financial Group (TSFG)
Illinois
$106K +$14.5K +112 +13%
CIAS
440
Capital Investment Advisory Services
North Carolina
$106K +$20.7K +160 +20%
WAP
441
Wealthcare Advisory Partners
Pennsylvania
$101K -$1.95K -15 -2%
SFS
442
Sowell Financial Services
Arkansas
$100K +$118K +908 New
LF
443
Lee Financial
Texas
$99K
HAM
444
Highstreet Asset Management
Ontario, Canada
$99K +$117K +900 New
NSIM
445
North Star Investment Management
Illinois
$99K +$117K +900 New
IA
446
IFP Advisors
Florida
$97K +$118K +908 New
HFM
447
Harvest Fund Management
China
$95K -$305K -2,352 -73%
S
448
Seeyond
France
$89K
ED
449
Exane Derivatives
France
$88.5K -$17.8K -137 -15%
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
$88K -$6.35K -49 -6%

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.