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Twilio
TWLO

Overview Fund Activity

596 hedge funds and large institutions have $7.3B invested in Twilio in 2024 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 211 increasing their positions, 212 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
596
Holders Change
-24
Holders Change %
-3.87%
% of All Funds
8.67%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
79
Increased
211
Reduced
212
Closed
94
Calls
$325M
Puts
$295M
Net Calls
+$30.7M
Net Calls Change
-$27.8M

Top Buyers

1
KCM
1
Kodai Capital Management
Illinois
$258M
2
Millennium Management
2
Millennium Management
New York
$317M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$131M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$109M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$63.9M

Top Sellers

1
NAMA
1
Nikko Asset Management Americas
New York
$0
2
Sumitomo Mitsui Trust Group
2
Sumitomo Mitsui Trust Group
Japan
$21.2M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$64.3M
4
Citadel Advisors
4
Citadel Advisors
Florida
$31.8M
5
GIM
5
Generation Investment Management
United Kingdom
$339M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
576
Prestige Wealth Management Group
New Jersey
$682 – – –
ADL
577
Asset Dedication LLC
California
$625 -$3.3K -58 -84%
CWP
578
Concord Wealth Partners
Virginia
$625 – – –
CB
579
Chris Bulman
California
$625 +$625 +11 New
WBC
580
West Branch Capital
Massachusetts
$569 – – –
CIA
581
Cape Investment Advisory
Georgia
$568 – – –
CP
582
Castleview Partners
Texas
$568 +$454 +8 +400%
HWM
583
HighMark Wealth Management
Minnesota
$568 +$568 +10 New
CFGS
584
Concourse Financial Group Securities
Alabama
$568 +$568 +10 New
TWD
585
True Wealth Design
Ohio
$455 +$171 +3 +60%
AIM
586
ARK Investment Management
Florida
$454 -$53.5M -942,634 -100%
MFG
587
Mendota Financial Group
Wisconsin
$398 – – –
OP
588
ORG Partners
Indiana
$340 +$340 +6 New
CA
589
Clearstead Advisors
Ohio
$285 – – –
ME
590
McIlrath & Eck
Washington
$284 – – –
GI
591
Gradient Investments
Minnesota
$227 +$227 +4 New
CAM
592
Creekmur Asset Management
Illinois
$170 -$227 -4 -57%
PG
593
Proffitt & Goodson
Tennessee
$114 +$114 +2 New
MCM
594
MV Capital Management
Maryland
$57 -$513 -9 -90%
BCMLT
595
Beacon Capital Management LLC (Tennessee)
Tennessee
$57 – – –
DWM
596
Dogwood Wealth Management
Kansas
$1 -$1 – –
NAMA
597
Nikko Asset Management Americas
New York
– -$145M -2,366,953 Closed
Axa
598
Axa
France
– -$13.6M -222,803 Closed
LCAM
599
London & Capital Asset Management
United Kingdom
– -$9.46M -154,691 Closed
MAM
600
Melqart Asset Management
United Kingdom
– -$6.34M -103,599 Closed
22 23
24
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