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Twilio
TWLO

656 hedge funds and large institutions have $9.76B invested in Twilio in 2023 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 227 increasing their positions, 170 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 76

37% more capital invested

Capital invested by funds: $7.14B → $9.76B (+$2.62B)

34% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 170

33% more call options, than puts

Call options by funds: $785M | Put options by funds: $589M

7% more funds holding

Funds holding: 612 → 656 (+44)

1.58% less ownership

Funds ownership: 83.57% → 81.99% (-1.6%)

18% less funds holding in top 10

Funds holding in top 10: 17 → 14 (-3)

Holders
656
Holders Change
+44
Holders Change %
+7.19%
% of All Funds
10.45%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
138
Increased
227
Reduced
170
Closed
76
Calls
$785M
Puts
$589M
Net Calls
+$196M
Net Calls Change
+$130M

Top Buyers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
+$213M
2
SIM
SRS Investment Management
New York
+$149M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$130M
4
SCA
Southpoint Capital Advisors
New York
+$105M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$66.3M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$135M
2
CAM
Contour Asset Management
New York
-$105M
3
Citadel Advisors
Citadel Advisors
Florida
-$93.8M
4
Swedbank
Swedbank
Sweden
-$88M
5
Goldman Sachs
Goldman Sachs
New York
-$82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
426
Baird Financial Group
Wisconsin
$277K +$256K +4,152 New
MCM
427
MAI Capital Management
Ohio
$277K +$256K +4,151 New
VI
428
Vestcor Inc
New Brunswick, Canada
$274K – – –
IAA
429
Independent Advisor Alliance
North Carolina
$270K +$250K +4,046 New
QT
430
Quantamental Technologies
New York
$267K +$247K +4,012 New
GCM
431
G2 Capital Management
Ohio
$267K +$247K +4,010 New
AAP
432
Aristotle Atlantic Partners
Florida
$267K +$247K +4,000 New
Impax Asset Management Group
433
Impax Asset Management Group
United Kingdom
$264K -$34.9K -566 -12%
GAMC
434
Garner Asset Management Corp
Texas
$263K -$16.7K -270 -6%
MIM
435
Moseley Investment Management
Florida
$261K -$15.9K -258 -6%
NYLIM
436
New York Life Investment Management
New York
$260K -$1.17M -19,019 -83%
ICM
437
Ionic Capital Management
New York
$260K +$240K +3,896 New
Thrivent Financial for Lutherans
438
Thrivent Financial for Lutherans
Minnesota
$258K -$285K -4,621 -53%
BZWA
439
Blue Zone Wealth Advisors
California
$255K +$236K +3,822 New
CAM
440
Cresset Asset Management
Illinois
$254K +$235K +3,812 New
API
441
Advisor Partners II
California
$253K +$235K +3,804 New
GCM
442
Greenland Capital Management
New York
$252K +$233K +3,785 New
SFG
443
Synergy Financial Group
California
$248K +$229K +3,720 New
SSA
444
Schonfeld Strategic Advisors
New York
$241K +$223K +3,620 New
SC
445
Scotia Capital
Ontario, Canada
$234K +$217K +3,515 New
DA
446
Doliver Advisors
Texas
$231K +$214K +3,474 New
SS
447
Simplicity Solutions
Minnesota
$230K +$213K +3,452 New
IAS
448
Insigneo Advisory Services
Florida
$230K +$213K +3,448 New
BFG
449
Bleakley Financial Group
New Jersey
$228K +$211K +3,425 New
BL
450
Balentine LLC
Georgia
$227K +$210K +3,409 New
16 17
18
19 20

TWLO Hedge Fund Activity: Q1 2023 in Review

656 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q1 2023, worth a combined $9.76B — up 37% from $7.14B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new TWLO positions and 76 closed out — a net gain of 62 holders — while 227 added to existing stakes and 170 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $213M. The largest seller was Baillie Gifford & Co, cutting an estimated $135M.

  • 656 institutional investors held Twilio (TWLO) as of Q1 2023, up from 612 in Q4 2022.
  • Funds reported $9.76B of Twilio stock for Q1 2023, up 37% quarter-over-quarter.
  • 138 funds opened new Twilio positions in Q1 2023 and 76 closed out, a net change of +62 holders.
  • The largest Twilio buyer in Q1 2023 was VOYA Investment Management, an estimated $213M added.
  • The largest Twilio seller in Q1 2023 was Baillie Gifford & Co, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2023.