We are live on ! Find out more
TWLO icon

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
AssetMark Inc
576
AssetMark Inc
California
$783 – – –
CAC
577
Core Alternative Capital
Georgia
$734 -$4.44K -78 -84%
MLA
578
MB, Levis & Associates
Pennsylvania
$734 +$854 +15 New
FFA
579
Farther Finance Advisors
California
$685 +$797 +14 New
CCA
580
Column Capital Advisors
Indiana
$636 -$1.25K -22 -63%
FP
581
Financial Perspectives
Minnesota
$636 – – –
PWMG
582
Prestige Wealth Management Group
New Jersey
$588 – – –
TFM
583
TFC Financial Management
Massachusetts
$588 – – –
GEA
584
Glen Eagle Advisors
New Jersey
$539 -$569 -10 -48%
FWA
585
Freedom Wealth Alliance
Wisconsin
$539 +$626 +11 New
AFS
586
Annapolis Financial Services
Maryland
$490 -$1.71K -30 -75%
BCH
587
Berkshire Capital Holdings
California
$490 – – –
WBC
588
West Branch Capital
Massachusetts
$490 – – –
CSPIA
589
Cary Street Partners Investment Advisory
Virginia
$490 +$569 +10 New
MSCM
590
McElhenny Sheffield Capital Management
Texas
$392 +$455 +8 New
BWL
591
Bogart Wealth LLC
Virginia
$343 -$455 -8 -53%
SC
592
Schubert & Co
Texas
$294 -$683 -12 -67%
TCWA
593
Ten Capital Wealth Advisors
Washington
$294 +$341 +6 New
DWP
594
Destiny Wealth Partners
Florida
$196 +$228 +4 New
FFC
595
First Financial Corp
Indiana
$195 – – –
TAM
596
Tucker Asset Management
Colorado
$192 – – –
GFPC
597
Global Financial Private Client
Florida
$147 – – –
FGAM
598
Financial Gravity Asset Management
Texas
$142 +$2.79K +49 New
HS
599
Horan Securities
United States
$140 – – –
SIC
600
SJS Investment Consulting
Ohio
$98 -$171 -3 -60%
22 23
24
25 26

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.