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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
FNC
476
First National Corp
Massachusetts
$17K
ST
477
Smithfield Trust
Pennsylvania
$17K
CAPTRUST Financial Advisors
478
CAPTRUST Financial Advisors
North Carolina
$17K +$14.6K +130 New
Walleye Capital
479
Walleye Capital
New York
$17K +$14.6K +130 New
CBT
480
Capital Bank & Trust
California
$16K
MIM
481
MetLife Investment Management
New Jersey
$15.6K +$2.25K +20 +20%
MPWT
482
MassMutual Private Wealth & Trust
Connecticut
$14.5K +$1.69K +15 +15%
CAM
483
Cresset Asset Management
Illinois
$14K +$12.1K +107 New
OIA
484
OneDigital Investment Advisors
Kansas
$13K
PCFFS
485
Pacific Center for Financial Services
California
$13K
PFBT
486
Parkside Financial Bank & Trust
Missouri
$13K
SFSIG
487
San Francisco Sentry Investment Group
California
$13K
GRP
488
Global Retirement Partners
California
$13K +$11.3K +100 New
BDWM
489
Brewin Dolphin Wealth Management
Ireland
$12.4K +$10.8K +96 New
SMFS
490
Squar Milner Financial Services
California
$12K
QT
491
Quantamental Technologies
New York
$12K +$10.8K +96 New
GSC
492
G&S Capital
Colorado
$11K -$4.5K -40 -32%
WAM
493
Wealthspire Advisors (Maryland)
Maryland
$11K +$5.63K +50 +135%
KPW
494
Kore Private Wealth
New York
$10K
RFC
495
Regions Financial Corp
Alabama
$10K
LPWM
496
Lake Point Wealth Management
Texas
$9K +$7.21K +64 New
Twin Tree Management
497
Twin Tree Management
Texas
$8K +$6.76K +60 New
ATC
498
Adirondack Trust Company
New York
$7K -$33.8K -300 -86%
Acadian Asset Management
499
Acadian Asset Management
Massachusetts
$7K +$5.86K +52 New
CFGS
500
Concourse Financial Group Securities
Alabama
$6K

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.