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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
RIA
501
RPG Investment Advisory
California
$6K
TFA
502
Toth Financial Advisory
Virginia
$6K
HMS
503
Hanseatic Management Services
New Mexico
$5K -$3.72K -33 -46%
HR
504
Howe & Rusling
New York
$5K -$1.13K -10 -22%
MNBTD
505
Moody National Bank Trust Division
Texas
$5K +$4.28K +38 New
SQA
506
Simon Quick Advisors
New Jersey
$5K +$4.39K +39 New
NWA
507
New World Advisors
Massachusetts
$5K +$4.5K +40 New
LWANC
508
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
CFA
509
Camarda Financial Advisors
Florida
$4K +$3.15K +28 New
CA
510
Centerpoint Advisors
Massachusetts
$4K +$3.38K +30 New
CFD
511
Creative Financial Designs
Indiana
$4K +$3.38K +30 New
PGA
512
Premia Global Advisors
Florida
$4K +$3.72K +33 New
BAM
513
Bruderman Asset Management
New York
$3K +$2.25K +20 New
FCA
514
FinTrust Capital Advisors
South Carolina
$2K
PCG
515
Private Capital Group
Connecticut
$2K
TNBTD
516
Trustmark National Bank Trust Department
Mississippi
$2K
PWM
517
PRW Wealth Management
Massachusetts
$2K +$1.46K +13 +433%
AIA
518
Alera Investment Advisors
Illinois
$2K +$1.69K +15 New
HI
519
Human Investing
Oregon
$2K +$1.69K +15 New
AA
520
Advisory Alpha
Michigan
$1.06K +$901 +8 New
WCM
521
WealthBridge Capital Management
Ohio
$1K
LWCFA
522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1K +$1.01K +9 New
GT
523
Glenmede Trust
Pennsylvania
$616 +$539K +4,782 New
Renaissance Technologies
524
Renaissance Technologies
New York
-$151M -1,694,000 Closed
CLCM
525
Crawford Lake Capital Management
New Jersey
-$11.4M -127,290 Closed

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.