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Twilio
TWLO

603 hedge funds and large institutions have $7.32B invested in Twilio in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 215 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $325M | Put options by funds: $295M

0.11% more ownership

Funds ownership: 75.19% → 75.29% (+0.11%)

1% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 215

4% less funds holding

Funds holding: 626 → 603 (-23)

13% less capital invested

Capital invested by funds: $8.37B → $7.32B (-$1.05B)

16% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 95

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
603
Holders Change
-23
Holders Change %
-3.67%
% of All Funds
8.71%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
80
Increased
212
Reduced
215
Closed
95
Calls
$325M
Puts
$295M
Net Calls
+$30.7M
Net Calls Change
-$27.8M

Top Buyers

1
KCM
Kodai Capital Management
Illinois
+$159M
2
Millennium Management
Millennium Management
New York
+$143M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$136M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$82.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$59.4M

Top Sellers

1
NAMA
Nikko Asset Management Americas
New York
-$145M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$142M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$129M
4
Citadel Advisors
Citadel Advisors
Florida
-$121M
5
GIM
Generation Investment Management
United Kingdom
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
526
JFS Wealth Advisors
Pennsylvania
$5.28K +$2.42K +41 +79%
PTC
527
Private Trust Company
Ohio
$5.17K -$177 -3 -3%
CIAS
528
CBIZ Investment Advisory Services
Ohio
$5.11K -$7.08K -120 -57%
LFG
529
Larson Financial Group
Missouri
$4.94K -$2.65K -45 -34%
RFG
530
REAP Financial Group
Texas
$4.26K – – –
SIS
531
Sound Income Strategies
Florida
$4.26K – – –
RA
532
Rise Advisors
New York
$4.09K – – –
1832 Asset Management
533
1832 Asset Management
Ontario, Canada
$3.98K +$4.13K +70 New
RWMG
534
Redwood Wealth Management Group
New Jersey
$3.69K +$3.83K +65 New
IHWM
535
Iron Horse Wealth Management
Iowa
$3.64K – – –
TWP
536
Triad Wealth Partners
Kansas
$3.64K +$3.78K +64 New
SIC
537
Salem Investment Counselors
North Carolina
$3.41K – – –
CHA
538
Carmichael Hill & Associates
Maryland
$3.29K – – –
FCA
539
FinTrust Capital Advisors
South Carolina
$3.18K – – –
GIM
540
Gold Investment Management
Alberta, Canada
$3.01K -$767 -13 -20%
HGERS
541
Householder Group Estate & Retirement Specialist
Arizona
$3K – – –
CTA
542
Colonial Trust Advisors
South Carolina
$2.95K – – –
VAG
543
VisionPoint Advisory Group
Texas
$2.84K -$1.65K -28 -36%
OLVIG
544
Oliver Lagore Vanvalin Investment Group
Michigan
$2.84K -$590 -10 -17%
GG
545
Gleason Group
Kentucky
$2.84K – – –
PGAM
546
Princeton Global Asset Management
New Jersey
$2.84K – – –
TFA
547
Toth Financial Advisory
Virginia
$2.84K – – –
TFIPS
548
Towarzystwo Funduszy Inwestycyjnych PZU SA
$2.84K – – –
CMBA
549
C.M. Bidwell & Associates
Hawaii
$2.84K – – –
ZB
550
Zions Bancorporation
Utah
$2.73K +$177 +3 +7%
20 21
22
23 24

TWLO Hedge Fund Activity: Q2 2024 in Review

603 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q2 2024, worth a combined $7.32B — down 13% from $8.37B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of TWLO and 80 opened new positions — a net loss of 15 holders — while 215 trimmed existing stakes and 212 added.

The largest buyer was Kodai Capital Management, adding an estimated $159M. The largest seller was Nikko Asset Management Americas, exiting entirely with an estimated $145M sold.

  • 603 institutional investors held Twilio (TWLO) as of Q2 2024, down from 626 in Q1 2024.
  • Funds reported $7.32B of Twilio stock for Q2 2024, down 13% quarter-over-quarter.
  • 80 funds opened new Twilio positions in Q2 2024 and 95 closed out, a net change of -15 holders.
  • The largest Twilio buyer in Q2 2024 was Kodai Capital Management, an estimated $159M added.
  • The largest Twilio seller in Q2 2024 was Nikko Asset Management Americas, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2024.