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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
PCG
476
Private Capital Group
Connecticut
$39K +$46.2K +356 New
SIAP
477
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K -$13K -100 -22%
CFD
478
Creative Financial Designs
Indiana
$38K +$1.95K +15 +4%
GRP
479
Global Retirement Partners
California
$38K +$6.48K +50 +17%
TCOV
480
Trust Company of Vermont
Vermont
$34K
Federated Hermes
481
Federated Hermes
Pennsylvania
$34K +$40.1K +309 New
FGAM
482
Financial Gravity Asset Management
Texas
$33K
LC
483
Lindbrook Capital
California
$33K
SIM
484
Sonora Investment Management
Arizona
$33K
MAM
485
Meeder Asset Management
Ohio
$31K +$9.98K +77 +38%
AIM
486
AIA Investment Management
Singapore
$30K +$34.9K +269 New
TWA
487
TCI Wealth Advisors
Arizona
$29K -$51.9K -400 -61%
SIC
488
Salem Investment Counselors
North Carolina
$27K
CCA
489
Catalyst Capital Advisors
New York
$27K +$1.81K +14 +6%
FANJ
490
Financial Architects (New Jersey)
New Jersey
$26K -$28.8K -222 -49%
HNB
491
Huntington National Bank
Ohio
$25K -$259 -2 -0.9%
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
$24K
LWM
493
Lenox Wealth Management
Ohio
$24K +$29.3K +226 New
AA
494
Advisory Alpha
Michigan
$22.4K +$26.2K +202 New
CAPTRUST Financial Advisors
495
CAPTRUST Financial Advisors
North Carolina
$22K -$16.9K -130 -39%
MCM
496
Manchester Capital Management
Vermont
$22K
RWA
497
Ropes Wealth Advisors
Massachusetts
$22K
TL
498
TrueWealth LLC
Georgia
$22K
CFA
499
Carroll Financial Associates
North Carolina
$21K +$25.9K +200 New
WB
500
Webster Bank
Connecticut
$19K

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.