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Twilio
TWLO

626 hedge funds and large institutions have $8.37B invested in Twilio in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 229 increasing their positions, 187 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 187

11% more call options, than puts

Call options by funds: $586M | Put options by funds: $527M

5% less funds holding

Funds holding: 659 → 626 (-33)

6.31% less ownership

Funds ownership: 81.49% → 75.19% (-6.3%)

22% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 120

22% less funds holding in top 10

Funds holding in top 10: 18 → 14 (-4)

25% less capital invested

Capital invested by funds: $11.2B → $8.37B (-$2.83B)

Holders
626
Holders Change
-33
Holders Change %
-5.01%
% of All Funds
9.02%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
94
Increased
229
Reduced
187
Closed
120
Calls
$586M
Puts
$527M
Net Calls
+$58.5M
Net Calls Change
-$99.1M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
+$217M
2
Millennium Management
Millennium Management
New York
+$103M
3
Citadel Advisors
Citadel Advisors
Florida
+$92.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.9M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$77.4M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$408M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$293M
3
NAMA
Nikko Asset Management Americas
New York
-$215M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$215M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$165M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
576
Colonial Trust
South Carolina
$2.63K +$724 +11 +34%
RL
577
Rogco LP
Oklahoma
$2.45K – – –
RIL
578
Rothschild Investment LLC
Illinois
$2.45K – – –
VWA
579
Valued Wealth Advisors
Utah
$2.38K – – –
S
580
Sachetta
Massachusetts
$2.2K – – –
SWM
581
Spire Wealth Management
Virginia
$2.17K -$256K -3,882 -99%
WWP
582
WR Wealth Planners
Missouri
$2.08K +$2.24K +34 New
NS
583
NBC Securities
Alabama
$2K – – –
POIA
584
Pin Oak Investment Advisors
Texas
$2K – – –
AW
585
Avion Wealth
Texas
$2K +$527 +8 +33%
FCG
586
Financial Connections Group
California
$2K +$1.98K +30 New
FPB
587
First PREMIER Bank
South Dakota
$2K +$2.04K +31 New
AAG
588
Armstrong Advisory Group
Massachusetts
$1.67K – – –
HFS
589
Horizon Financial Services
North Carolina
$1.53K +$1.65K +25 New
BGAI
590
Bruce G. Allen Investments
Colorado
$1.41K – – –
SVCP
591
Silicon Valley Capital Partners
California
$1.34K – – –
SAM
592
Smartleaf Asset Management
Massachusetts
$1.34K +$1.45K +22 New
CAM
593
Chesapeake Asset Management
New York
$1.28K – – –
FWM
594
FSA Wealth Management
Massachusetts
$1.16K – – –
TAM
595
Tucker Asset Management
Colorado
$1.16K – – –
MG
596
Mather Group
Illinois
$1.14K +$988 +15 New
FHA
597
First Horizon Advisors
Tennessee
$1.1K -$70K -1,063 -98%
WT
598
Whittier Trust
California
$1.04K -$19.8K -300 -95%
BCWM
599
Bartlett & Co Wealth Management
Ohio
$917 – – –
CHC
600
City Holding Co
West Virginia
$917 – – –
22 23
24
25 26

TWLO Hedge Fund Activity: Q1 2024 in Review

626 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q1 2024, worth a combined $8.37B — down 25% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of TWLO and 94 opened new positions — a net loss of 26 holders — while 187 trimmed existing stakes and 229 added.

The largest buyer was Sachem Head Capital Management, opening a new position worth an estimated $217M. The largest seller was ARK Investment Management, cutting an estimated $408M.

  • 626 institutional investors held Twilio (TWLO) as of Q1 2024, down from 659 in Q4 2023.
  • Funds reported $8.37B of Twilio stock for Q1 2024, down 25% quarter-over-quarter.
  • 94 funds opened new Twilio positions in Q1 2024 and 120 closed out, a net change of -26 holders.
  • The largest Twilio buyer in Q1 2024 was Sachem Head Capital Management, an estimated $217M added.
  • The largest Twilio seller in Q1 2024 was ARK Investment Management, an estimated $408M sold.

Based on aggregated 13F filings for Q1 2024.