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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
ATC
576
Adirondack Trust Company
New York
$6.73K
AGWCA
577
Annis Gardner Whiting Capital Advisors
Florida
$6.53K +$1.31K +21 +32%
PAI
578
Pittenger & Anderson Inc
Nebraska
$6.07K
BWM
579
BKM Wealth Management
Wisconsin
$5.69K +$4.67K +75 New
RA
580
Rise Advisors
New York
$5.46K
ADL
581
Asset Dedication LLC
California
$5K
HGERS
582
Householder Group Estate & Retirement Specialist
Arizona
$5K
VNA
583
Valley National Advisers
Pennsylvania
$5K +$4.05K +65 +650%
IHWM
584
Iron Horse Wealth Management
Iowa
$4.86K
SIC
585
Salem Investment Counselors
North Carolina
$4.55K
OLVIG
586
Oliver Lagore Vanvalin Investment Group
Michigan
$4.55K -$1.06K -17 -22%
PWMG
587
Private Wealth Management Group
New Jersey
$4.48K +$3.68K +59 New
CHA
588
Carmichael Hill & Associates
Maryland
$4.4K
WWM
589
Wolff Wiese Magana
California
$4.4K
FCA
590
FinTrust Capital Advisors
South Carolina
$4.25K
LFG
591
Larson Financial Group
Missouri
$3.94K +$125 +2 +4%
GG
592
Gleason Group
Kentucky
$3.79K
TFA
593
Toth Financial Advisory
Virginia
$3.79K
IGWM
594
ICA Group Wealth Management
Colorado
$3.79K +$3.12K +50 New
CMBA
595
C.M. Bidwell & Associates
Hawaii
$3.79K
TFIPS
596
Towarzystwo Funduszy Inwestycyjnych PZU SA
$3.79K +$3.12K +50 New
JWA
597
JFS Wealth Advisors
Pennsylvania
$3.72K -$997 -16 -25%
GI
598
Gradient Investments
Minnesota
$3.64K -$20.5K -329 -87%
AF
599
Advisornet Financial
Minnesota
$3.34K +$125 +2 +5%
CAC
600
Core Alternative Capital
Georgia
$3.19K -$16.1K -258 -86%

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.