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949 hedge funds and large institutions have $37.7B invested in Twilio in 2021 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 393 increasing their positions, 265 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 265

35% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 138

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 915949 (+34)

0.68% more ownership

Funds ownership: 84.96%85.64% (+0.68%)

16% less capital invested

Capital invested by funds: $45B → $37.7B (-$7.3B)

28% less call options, than puts

Call options by funds: $1.67B | Put options by funds: $2.31B

Holders
949
Holders Change
+34
Holders Change %
+3.72%
% of All Funds
14.6%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
0.71%
New
186
Increased
393
Reduced
265
Closed
138
Calls
$1.67B
Puts
$2.31B
Net Calls
-$646M
Net Calls Change
-$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
476
Moseley Investment Management
Florida
$1.1M +$24.2K +81 +2%
BPA
477
Beacon Pointe Advisors
California
$1.1M +$432K +1,445 +53%
MGIA
478
Moneta Group Investment Advisors
Missouri
$1.09M -$4.19K -14 -0.3%
YC
479
Yarbrough Capital
Tennessee
$1.08M +$1.22M +4,090 New
LOIM
480
Liberty One Investment Management
Illinois
$1.07M +$1.06M +3,530 +642%
CMI
481
Clare Market Investments
Texas
$1.07M +$1.21M +4,053 New
AWS
482
AJ Wealth Strategies
New York
$1.05M
SCH
483
Springs Capital (HK)
Hong Kong
$1.05M +$1.2M +4,000 New
IFWM
484
Institute for Wealth Management
Colorado
$1.03M +$505K +1,689 +76%
BOH
485
Bank of Hawaii
Hawaii
$1.02M +$39.8K +133 +4%
Mercer Global Advisors
486
Mercer Global Advisors
Colorado
$1.01M +$164K +549 +17%
AWA
487
Alta Wealth Advisors
Massachusetts
$1M +$137K +459 +14%
AI
488
Alphabet Inc
California
$994K
FIM
489
Freedom Investment Management
Connecticut
$993K +$1.13M +3,772 New
KWM
490
Kingsview Wealth Management
Oregon
$986K -$177K -591 -14%
TCM
491
Triumph Capital Management
Colorado
$979K +$102K +340 +10%
CB
492
Commerce Bank
Missouri
$978K +$62.8K +210 +6%
FHA
493
Flagship Harbor Advisors
Massachusetts
$951K -$20K -67 -2%
GKWIM
494
Gerber Kawasaki Wealth & Investment Management
California
$948K +$136K +454 +14%
ACM
495
AlphaCrest Capital Management
New York
$948K +$309K +1,033 +40%
PHK
496
Point72 Hong Kong
Hong Kong
$934K -$1.27M -4,241 -54%
BRWA
497
B. Riley Wealth Advisors
Florida
$922K -$252K -842 -19%
IWC
498
Integrated Wealth Concepts
Massachusetts
$920K -$225K -753 -18%
SPC
499
Sigma Planning Corp
Michigan
$919K +$192K +643 +23%
CIAS
500
Capital Investment Advisory Services
North Carolina
$908K -$15K -50 -1%

TWLO Hedge Fund Activity: Q4 2021 in Review

949 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q4 2021, worth a combined $37.7B — down 16% from $45B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new TWLO positions and 138 closed out — a net gain of 48 holders — while 393 added to existing stakes and 265 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $891M. The largest seller was Jennison Associates, cutting an estimated $985M.

  • 949 institutional investors held Twilio (TWLO) as of Q4 2021, up from 915 in Q3 2021.
  • Funds reported $37.7B of Twilio stock for Q4 2021, down 16% quarter-over-quarter.
  • 186 funds opened new Twilio positions in Q4 2021 and 138 closed out, a net change of +48 holders.
  • The largest Twilio buyer in Q4 2021 was Viking Global Investors, an estimated $891M added.
  • The largest Twilio seller in Q4 2021 was Jennison Associates, an estimated $985M sold.

Based on aggregated 13F filings for Q4 2021.