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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
JIC
451
Joel Isaacson & Co
New York
$208K +$171K +2,739 New
Chevy Chase Trust
452
Chevy Chase Trust
Maryland
$206K +$169K +2,715 New
4WM
453
49 Wealth Management
Texas
$205K +$168K +2,703 New
DCM
454
DGS Capital Management
New Jersey
$204K -$137K -2,200 -45%
IFWM
455
Institute for Wealth Management
Colorado
$201K +$165K +2,645 New
RS
456
Rakuten Securities
Japan
$180K +$148K +2,373 New
ASN
457
Advisory Services Network
Georgia
$169K +$139K +2,223 New
Parallax Volatility Advisers
458
Parallax Volatility Advisers
California
$166K -$683K -10,955 -83%
VSQM
459
V-Square Quantitative Management
Illinois
$148K +$49.4K +792 +68%
NA
460
NewEdge Advisors
Louisiana
$135K -$7.23K -116 -6%
AF
461
Allworth Financial
California
$132K +$79K +1,268 +266%
FDCDDQ
462
Federation des caisses Desjardins du Quebec
Quebec, Canada
$132K +$32.7K +525 +43%
OAM
463
Ostrum Asset Management
France
$130K +$499 +8 +0.5%
MSE
464
MUFG Securities EMEA
United Kingdom
$125K -$149K -2,397 -59%
AIG
465
American International Group
New York
$124K -$2.68K -43 -3%
Credit Agricole
466
Credit Agricole
France
$121K +$95.4K +1,530 +2,186%
QC
467
Quent Capital
New York
$120K -$20.2K -324 -17%
SSB
468
Sandy Spring Bank
Maryland
$119K -$50.8K -815 -34%
GTAM
469
Global Trust Asset Management
Florida
$117K
DGAM
470
Desjardins Global Asset Management
Quebec, Canada
$112K +$12K +192 +15%
LWCFA
471
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$106K
GC
472
Garde Capital
Washington
$105K +$86.3K +1,384 New
GAMC
473
Garner Asset Management Corp
Texas
$105K +$91.9K +1,475 New
Allspring Global Investments
474
Allspring Global Investments
North Carolina
$100K -$10.9K -175 -12%
WIA
475
Wetzel Investment Advisors
Indiana
$99K +$81K +1,300 New

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.