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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
ODG
476
O'Dell Group
Ohio
$98.2K +$80.7K +1,294 New
UM
477
UniSuper Management
Australia
$91K
GAM
478
Groupama Asset Management
France
$88.9K +$73.1K +1,172 New
HCM
479
Hollencrest Capital Management
California
$88.8K
TWC
480
TD Waterhouse Canada
Ontario, Canada
$85.6K -$21.4K -344 -22%
LFA
481
LGT Financial Advisors
Texas
$83.5K
FHA
482
First Horizon Advisors
Tennessee
$82K -$10.9K -175 -14%
QCG
483
Quadrant Capital Group
Ohio
$80.7K -$3.68K -59 -5%
National Bank of Canada
484
National Bank of Canada
Quebec, Canada
$79K -$41.1K -659 -37%
TRCT
485
Tower Research Capital (TRC)
New York
$78.9K -$756K -12,125 -92%
GWMIA
486
Global Wealth Management Investment Advisory
Florida
$76.6K -$32.2K -517 -34%
NSIM
487
North Star Investment Management
Illinois
$62.1K -$2.18K -35 -4%
NFSG
488
Newbridge Financial Services Group
Florida
$60.8K -$11.4K -183 -19%
PCM
489
Penserra Capital Management
California
$60K -$7.54K -121 -13%
T
490
TOBAM
France
$59K -$315K -5,058 -87%
C
491
Covestor
United Kingdom
$58K +$33.8K +543 +259%
LC
492
Lindbrook Capital
California
$57.8K +$2.74K +44 +6%
MIFH
493
Migdal Insurance & Financial Holdings
Israel
$57K +$1.93K +31 +4%
Bank Julius Baer & Co
494
Bank Julius Baer & Co
Switzerland
$56.9K +$46.8K +750 New
WBC
495
Westpac Banking Corp
Australia
$55.5K
QL
496
Quarry LP
New York
$55.2K -$8.98K -144 -17%
FWM
497
Focused Wealth Management
New York
$54.9K
IA
498
IFP Advisors
Florida
$52.6K -$14.3K -230 -25%
Fifth Third Bancorp
499
Fifth Third Bancorp
Ohio
$49.5K +$40.6K +652 New
FF
500
Friedenthal Financial
New Jersey
$46.1K +$37.9K +608 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.