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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
IP
451
Intellectus Partners
California
$39K -$39.4K -350 -54%
SIM
452
Sonora Investment Management
Arizona
$39K
CMO
453
Covenant Multifamily Offices
Texas
$39K +$33.8K +300 New
Credit Agricole
454
Credit Agricole
France
$39K +$34.2K +304 New
LC
455
Lindbrook Capital
California
$38K +$22.5K +200 +200%
AF
456
Allworth Financial
California
$37K +$5.18K +46 +19%
S
457
SignatureFD
Georgia
$36K +$7.77K +69 +33%
RE
458
RBC Europe
United Kingdom
$35.3K +$7.55K +67 +33%
Rockefeller Capital Management
459
Rockefeller Capital Management
New York
$31K +$26.7K +237 New
HNB
460
Huntington National Bank
Ohio
$30K
RWA
461
Ropes Wealth Advisors
Massachusetts
$26K
MCM
462
Manchester Capital Management
Vermont
$26K +$22.5K +200 New
CF
463
Centaurus Financial
California
$24.8K +$114K +1,012 +46%
CCA
464
Catalyst Capital Advisors
New York
$23K +$4.62K +41 +30%
WB
465
Webster Bank
Connecticut
$23K +$19.7K +175 New
VFA
466
Valeo Financial Advisors
Indiana
$23K +$20.3K +180 New
GWM
467
Geneos Wealth Management
Colorado
$22K -$3.27K -29 -15%
IFAM
468
Institutional & Family Asset Management
Colorado
$21K +$1.69K +15 +10%
GWMIA
469
Global Wealth Management Investment Advisory
Florida
$21K +$10.1K +90 +120%
PHK
470
Point72 Hong Kong
Hong Kong
$20K -$25K -222 -59%
Bessemer Group
471
Bessemer Group
New Jersey
$20K +$3.38K +30 +24%
CAGAS
472
Capital Advisory Group Advisory Services
Minnesota
$20K +$17.7K +157 New
HI
473
Hudock Inc
Pennsylvania
$19K +$16.9K +150 New
TCM
474
Tradewinds Capital Management
Washington
$18K -$4.05K -36 -20%
QCG
475
Quadrant Capital Group
Ohio
$18K +$5.07K +45 +45%

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.