We are live on ! Find out more

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
EWM
451
Elmwood Wealth Management
California
$82K
LWA
452
Lenox Wealth Advisors
New York
$80K +$16.2K +125 +21%
FWM
453
Focused Wealth Management
New York
$79K
LIA
454
LS Investment Advisors
Michigan
$78K +$5.32K +41 +6%
RCM
455
Riverhead Capital Management
Delaware
$77K -$103K -794 -53%
RE
456
RBC Europe
United Kingdom
$76.2K +$54.1K +417 +151%
VFA
457
Valeo Financial Advisors
Indiana
$75K +$52.4K +404 +143%
FHA
458
Flagship Harbor Advisors
Massachusetts
$73K +$6.48K +50 +8%
ST
459
Smithfield Trust
Pennsylvania
$69K +$64.8K +500 +385%
S
460
SignatureFD
Georgia
$65K +$259 +2 +0.3%
Schroder Investment Management Group
461
Schroder Investment Management Group
United Kingdom
$64K +$77.5K +598 New
CA
462
Crewe Advisors
Utah
$63K
TFS
463
TrustCore Financial Services
Tennessee
$63K +$14.7K +113 +25%
GWM
464
Geneos Wealth Management
Colorado
$62K +$11.2K +86 +17%
OIA
465
Optimum Investment Advisors
Illinois
$60K -$32.4K -250 -31%
Rockefeller Capital Management
466
Rockefeller Capital Management
New York
$58K
RFA
467
Reilly Financial Advisors
California
$57K -$25.9K -200 -28%
FCB
468
First Command Bank
Texas
$55K
FCFS
469
First Command Financial Services
Texas
$55K
SPM
470
Symmetry Peak Management
Pennsylvania
$55K +$32.4K +250 +100%
MS
471
Mizuho Securities
Japan
$55K +$64.8K +500 New
LWCFA
472
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$45K +$2.08K +16 +4%
CCMW
473
Cypress Capital Management (Wyoming)
Wyoming
$44K
BWP
474
Baldwin Wealth Partners
Massachusetts
$44K +$51.9K +400 New
SWA
475
Sutton Wealth Advisors
Florida
$40.5K

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.