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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
GI
526
Gradient Investments
Minnesota
$6K +$130 +1 +2%
BFC
527
Bedel Financial Consulting
Indiana
$6K +$4.54K +35 +194%
EIP
528
Ellis Investment Partners
Pennsylvania
$6K +$7.78K +60 New
EARNEST Partners
529
EARNEST Partners
Georgia
$5K
RIA
530
RPG Investment Advisory
California
$5K
TFA
531
Toth Financial Advisory
Virginia
$5K
ZB
532
Zions Bancorporation
Utah
$4K -$2.59K -20 -38%
HMS
533
Hanseatic Management Services
New Mexico
$4K
MSFP
534
Mark Sheptoff Financial Planning
Connecticut
$4K +$4.28K +33 New
OAJ
535
Ogorek Anthony Joseph
New York
$4K +$5.19K +40 New
GSWM
536
Golden State Wealth Management
California
$3K -$137K -1,060 -98%
CA
537
Centerpoint Advisors
Massachusetts
$3K
First Manhattan
538
First Manhattan
New York
$3K
LWANC
539
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K
SCA
540
Stonebridge Capital Advisors
Minnesota
$3K
SBL
541
Sargent Bickham Lagudis
Colorado
$3K +$648 +5 +26%
PFGIA
542
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3.89K +30 New
AA
543
AlphaMark Advisors
Kentucky
$2K
BL
544
Balentine LLC
Georgia
$2K
BBHC
545
Brown Brothers Harriman & Co
New York
$2K
CFG
546
Citizens Financial Group
Rhode Island
$2K
PAI
547
Pittenger & Anderson Inc
Nebraska
$1K -$64.8K -500 -98%
GWS
548
Glassman Wealth Services
Virginia
$1K +$389 +3 +100%
JWA
549
JFS Wealth Advisors
Pennsylvania
$1K +$648 +5 New
GT
550
Glenmede Trust
Pennsylvania
$76 -$24.8K -191 -21%

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.