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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
AWM
526
Abound Wealth Management
Tennessee
$20.2K +$873 +14 +6%
JWM
527
Janiczek Wealth Management
Colorado
$20.2K +$3.3K +53 +25%
CI Investments Inc
528
CI Investments Inc
Ontario, Canada
$20K +$62 +1 +0.4%
GIA
529
GHP Investment Advisors
Colorado
$19K
GI
530
GAMMA Investing
California
$18.8K +$16.7K +268 New
HNB
531
Huntington National Bank
Ohio
$18.7K -$4.3K -69 -22%
PIM
532
Plato Investment Management
Australia
$18.7K +$15.3K +246 New
FFA
533
Farther Finance Advisors
California
$18K +$8.91K +143 +152%
BEI
534
Benjamin Edwards Inc
Missouri
$18K -$11.7K -188 -44%
GWSA
535
Global Wealth Strategies & Associates
Colorado
$17.7K
VWM
536
Venturi Wealth Management
Texas
$16.1K +$2.49K +40 +23%
TC
537
Truvestments Capital
Florida
$15.7K -$15K -240 -54%
BCM
538
Bourgeon Capital Management
Connecticut
$15.2K
LS
539
Livforsakringsbolaget Skandia
Sweden
$15.2K
RIM
540
Rockbridge Investment Management
New York
$14.8K +$12.2K +195 New
SC
541
SouthState Corp
Florida
$14.6K
GIM
542
Gold Investment Management
Alberta, Canada
$14.2K +$11.7K +187 New
BLC
543
Brown, Lisle/Cummings
Rhode Island
$13.3K
BFEC
544
Benjamin F. Edwards & Company
Missouri
$13K
TFGT
545
TS Financial Group (TSFG)
Illinois
$12K -$686 -11 -7%
GWS
546
Glassman Wealth Services
Virginia
$11.9K +$436 +7 +5%
CFO
547
CVA Family Office
Colorado
$11.6K +$9.54K +153 New
CFD
548
Creative Financial Designs
Indiana
$11.4K -$3.12K -50 -25%
LPP
549
Life Planning Partners
Florida
$11.3K +$9.29K +149 New
MCM
550
Manchester Capital Management
Vermont
$11.1K -$38.3K -615 -81%

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.