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Twilio
TWLO

Overview Fund Activity

649 hedge funds and large institutions have $9.75B invested in Twilio in 2023 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 224 increasing their positions, 168 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+42
Holders Change %
+6.92%
% of All Funds
10.39%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.22%
New
136
Increased
224
Reduced
168
Closed
76
Calls
$785M
Puts
$589M
Net Calls
+$196M
Net Calls Change
+$130M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$231M
2
SIM
SRS Investment Management
New York
+$161M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
SCA
Southpoint Capital Advisors
New York
+$113M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$71.6M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$146M
2
CAM
Contour Asset Management
New York
-$105M
3
Citadel Advisors
Citadel Advisors
Florida
-$101M
4
Swedbank
Swedbank
Sweden
-$95.1M
5
Goldman Sachs
Goldman Sachs
New York
-$88.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
526
Abound Wealth Management
Tennessee
$16.7K – – –
GWSA
527
Global Wealth Strategies & Associates
Colorado
$15.5K +$15.5K +233 New
UB
528
UMB Bank
Missouri
$15.1K +$13.7K +205 +976%
BFEC
529
Benjamin F. Edwards & Company
Missouri
$15K -$50.2K -760 -77%
PFBT
530
Parkside Financial Bank & Trust
Missouri
$14.8K +$3.93K +59 +36%
BAM
531
Belpointe Asset Management
Nevada
$14.6K -$71.7K -1,076 -83%
CFO
532
CVA Family Office
Colorado
$13.7K +$333 +5 +3%
TWA
533
TCI Wealth Advisors
Arizona
$13.5K +$67 +1 +0.5%
LS
534
Livforsakringsbolaget Skandia
Sweden
$13.3K – – –
TC
535
Truvestments Capital
Florida
$13.3K – – –
TFM
536
TFC Financial Management
Massachusetts
$13K +$12.2K +183 +1,525%
SC
537
SouthState Corp
Florida
$12.9K – – –
RI
538
Ridgewood Investments
New Jersey
$12.9K +$12.9K +193 New
NA
539
NewEdge Advisors
Louisiana
$12.3K -$449K -6,743 -97%
GWS
540
Glassman Wealth Services
Virginia
$11.9K +$4.53K +68 +61%
AAP
541
Arax Advisory Partners
Colorado
$11.5K +$2.73K +41 +31%
SWM
542
Spire Wealth Management
Virginia
$11.3K +$3.6K +54 +47%
BWP
543
Baldwin Wealth Partners
Massachusetts
$9.4K – – –
QL
544
Quarry LP
New York
$8.73K +$8.73K +131 New
TFA
545
Toth Financial Advisory
Virginia
$8.66K +$5.33K +80 +160%
CAC
546
Core Alternative Capital
Georgia
$8.53K +$7.53K +113 +753%
BC
547
Bartlett & Co
Ohio
$8K – – –
OCM
548
Orion Capital Management
California
$8K – – –
BCWM
549
Bartlett & Co Wealth Management
Ohio
$7.66K – – –
ATC
550
Adirondack Trust Company
New York
$7.53K – – –
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