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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
ZB
601
Zions Bancorporation
Utah
$3.11K -$1.56K -25 -38%
BWP
602
Baldwin Wealth Partners
Massachusetts
$3.11K
CA
603
Clearstead Advisors
Ohio
$3.04K -$2.49K -40 -50%
RL
604
Rogco LP
Oklahoma
$3.04K
RIL
605
Rothschild Investment LLC
Illinois
$3.04K +$2.49K +40 New
NS
606
NBC Securities
Alabama
$3K
POIA
607
Pin Oak Investment Advisors
Texas
$3K
AT
608
Arlington Trust
Alabama
$2.88K +$2.37K +38 New
LF
609
Lee Financial
Texas
$2.81K +$2.31K +37 New
CIA
610
Cape Investment Advisory
Georgia
$2.81K +$1.68K +27 +270%
FFL
611
Financial Freedom LLC
Ohio
$2.58K
VAMG
612
Voisard Asset Management Group
Michigan
$2.5K +$2.06K +33 New
CT
613
Colonial Trust
South Carolina
$2.47K +$2K +32 New
VWA
614
Valued Wealth Advisors
Utah
$2.28K +$2.43K +39 New
S
615
Sachetta
Massachusetts
$2.2K +$1.81K +29 New
EC
616
EdgeRock Capital
Colorado
$2.05K +$1.81K +29 New
AW
617
Avion Wealth
Texas
$2K -$686 -11 -31%
Lazard Asset Management
618
Lazard Asset Management
New York
$2K +$561 +9 +31%
CT
619
Cambridge Trust
Massachusetts
$1.9K
BGAI
620
Bruce G. Allen Investments
Colorado
$1.75K +$1.43K +23 New
AAG
621
Armstrong Advisory Group
Massachusetts
$1.67K
SVCP
622
Silicon Valley Capital Partners
California
$1.67K
CAM
623
Chesapeake Asset Management
New York
$1.59K
MPWT
624
MassMutual Private Wealth & Trust
Connecticut
$1.52K -$3.87K -62 -76%
BWM
625
Baystate Wealth Management
Massachusetts
$1.52K +$62 +1 +5%

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.