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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
AFP
426
Ausdal Financial Partners
Iowa
$252K +$207K +3,319 New
IAIM
427
International Assets Investment Management
Florida
$251K -$25.1K -403 -11%
BC
428
Bridgefront Capital
Texas
$251K +$206K +3,302 New
SFG
429
Synergy Financial Group
California
$249K -$11.9K -191 -5%
Impax Asset Management Group
430
Impax Asset Management Group
United Kingdom
$249K -$36.8K -590 -15%
AWA
431
Arete Wealth Advisors
Illinois
$248K +$204K +3,273 New
KWM
432
Kingsview Wealth Management
Oregon
$244K +$200K +3,213 New
Verition Fund Management
433
Verition Fund Management
Connecticut
$242K -$433K -6,952 -69%
IIA
434
IPG Investment Advisors
California
$241K +$198K +3,177 New
XS
435
XR Securities
Illinois
$239K -$214K -3,429 -52%
CAM
436
Carret Asset Management
New York
$233K +$192K +3,075 New
HIP
437
HUB Investment Partners
Texas
$230K +$189K +3,025 New
ECM
438
EMC Capital Management
Texas
$228K +$93.5K +1,500 +100%
TCBWMS
439
Texas Capital Bank Wealth Management Services
Texas
$228K -$561K -9,000 -75%
PCIA
440
Prime Capital Investment Advisors
Kansas
$226K +$185K +2,975 New
MIM
441
Moseley Investment Management
Florida
$224K +$184K +2,951 New
JWCA
442
J.W. Cole Advisors
Florida
$223K -$284K -4,550 -61%
APW
443
Austin Private Wealth
Texas
$223K +$183K +2,942 New
MFAM
444
Motley Fool Asset Management
Virginia
$223K +$183K +2,934 New
DA
445
Doliver Advisors
Texas
$219K +$180K +2,893 New
WI
446
Wahed Invest
New York
$219K +$9.47K +152 +6%
FFM
447
Forum Financial Management
Illinois
$219K +$180K +2,880 New
VanEck Associates
448
VanEck Associates
New York
$217K +$47K +754 +36%
DT
449
Diversified Trust
Tennessee
$215K +$177K +2,836 New
LAM
450
Lynch Asset Management
Pennsylvania
$212K -$217K -3,475 -55%

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.