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Twilio
TWLO

612 hedge funds and large institutions have $7.14B invested in Twilio in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $599M | Put options by funds: $533M

1.94% less ownership

Funds ownership: 85.51% → 83.57% (-1.9%)

11% less funds holding

Funds holding: 687 → 612 (-75)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

30% less capital invested

Capital invested by funds: $10.3B → $7.14B (-$3.13B)

32% less funds holding in top 10

Funds holding in top 10: 25 → 17 (-8)

38% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 163

Holders
612
Holders Change
-75
Holders Change %
-10.92%
% of All Funds
9.84%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.27%
New
101
Increased
195
Reduced
224
Closed
163
Calls
$599M
Puts
$533M
Net Calls
+$66.5M
Net Calls Change
-$9.07M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$129M
2
CAM
Contour Asset Management
New York
+$122M
3
Citadel Advisors
Citadel Advisors
Florida
+$88.5M
4
Swedbank
Swedbank
Sweden
+$79.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$71.1M

Top Sellers

1
MCMC
Matrix Capital Management Company
New Hampshire
-$386M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$224M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$150M
4
HCM
HMI Capital Management
California
-$115M
5
AM
Atreides Management
Massachusetts
-$85.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
526
Hazlett, Burt & Watson
West Virginia
$3K – – –
IHWM
527
Iron Horse Wealth Management
Iowa
$3K +$3.64K +64 New
MWM
528
MinichMacGregor Wealth Management
New York
$2.94K +$3.42K +60 New
CHA
529
Carmichael Hill & Associates
Maryland
$2.84K -$11.4K -200 -78%
FCA
530
FinTrust Capital Advisors
South Carolina
$2.74K +$2.5K +44 +367%
AF
531
Advisornet Financial
Minnesota
$2.69K -$11.6K -203 -79%
GTAM
532
Global Trust Asset Management
Florida
$2.55K – – –
WAM
533
WFA Asset Management
Wisconsin
$2.55K – – –
MPCL
534
My Personal CFO LLC
Washington
$2.55K +$2.96K +52 New
AA
535
Addison Advisors
Vermont
$2.45K – – –
GG
536
Gleason Group
Kentucky
$2.45K – – –
TFA
537
Toth Financial Advisory
Virginia
$2.45K – – –
TCM
538
Tradewinds Capital Management
Washington
$2.45K – – –
BHWM
539
Beaird Harris Wealth Management
Texas
$2.45K +$2.85K +50 New
CMBA
540
C.M. Bidwell & Associates
Hawaii
$2.45K +$2.85K +50 New
CA
541
Crewe Advisors
Utah
$2.35K -$4.16K -73 -60%
AAG
542
Armstrong Advisory Group
Massachusetts
$2.2K +$2.56K +45 New
ADL
543
Asset Dedication LLC
California
$2K -$3.07K -54 -47%
CFG
544
CKW Financial Group
Hawaii
$2K – – –
HFM
545
Harvest Fund Management
China
$2K – – –
JEST
546
JTC Employer Solutions Trustee
Jersey
$2K – – –
PAI
547
Pittenger & Anderson Inc
Nebraska
$1.96K -$15.7K -275 -87%
Kayne Anderson Rudnick Investment Management
548
Kayne Anderson Rudnick Investment Management
California
$1.96K – – –
MCM
549
Manchester Capital Management
Vermont
$1.76K – – –
ZB
550
Zions Bancorporation
Utah
$1.71K -$5.58K -98 -74%
20 21
22
23 24

TWLO Hedge Fund Activity: Q4 2022 in Review

612 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q4 2022, worth a combined $7.14B — down 30% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of TWLO and 101 opened new positions — a net loss of 62 holders — while 224 trimmed existing stakes and 195 added.

The largest buyer was Generation Investment Management, adding an estimated $129M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $386M sold.

  • 612 institutional investors held Twilio (TWLO) as of Q4 2022, down from 687 in Q3 2022.
  • Funds reported $7.14B of Twilio stock for Q4 2022, down 30% quarter-over-quarter.
  • 101 funds opened new Twilio positions in Q4 2022 and 163 closed out, a net change of -62 holders.
  • The largest Twilio buyer in Q4 2022 was Generation Investment Management, an estimated $129M added.
  • The largest Twilio seller in Q4 2022 was Matrix Capital Management Company, an estimated $386M sold.

Based on aggregated 13F filings for Q4 2022.