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Twilio
TWLO

Overview Fund Activity

620 hedge funds and large institutions have $8.35B invested in Twilio in 2024 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 227 increasing their positions, 186 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
620
Holders Change
-31
Holders Change %
-4.76%
% of All Funds
8.99%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
93
Increased
227
Reduced
186
Closed
118
Calls
$586M
Puts
$527M
Net Calls
+$58.5M
Net Calls Change
-$94.2M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
$201M
2
Millennium Management
Millennium Management
New York
$193M
3
Citadel Advisors
Citadel Advisors
Florida
$160M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$501M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$232M

Top Sellers

1
AIM
ARK Investment Management
Florida
$57.6M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$0
3
NAMA
Nikko Asset Management Americas
New York
$145M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$170M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$360M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSWA
601
Financial Synergies Wealth Advisors
Texas
$734 +$734 +12 New
CWP
602
Concord Wealth Partners
Virginia
$673 – – –
DPW
603
DiNuzzo Private Wealth
Pennsylvania
$673 +$61 +1 +10%
CIA
604
Cape Investment Advisory
Georgia
$612 -$1.65K -27 -73%
WBC
605
West Branch Capital
Massachusetts
$612 – – –
BCH
606
Berkshire Capital Holdings
California
$612 – – –
MCM
607
MV Capital Management
Maryland
$612 +$490 +8 +400%
FFA
608
Frazier Financial Advisors
Ohio
$612 +$612 +10 New
MFG
609
Mendota Financial Group
Wisconsin
$429 – – –
CAM
610
Creekmur Asset Management
Illinois
$428 – – –
CA
611
Clearstead Advisors
Ohio
$312 -$2.18K -35 -88%
ME
612
McIlrath & Eck
Washington
$306 – – –
BFA
613
BBJS Financial Advisors
Washington
$306 – – –
TWD
614
True Wealth Design
Ohio
$306 +$61 +1 +25%
RCM
615
Raleigh Capital Management
North Carolina
$306 +$306 +5 New
OWA
616
Opal Wealth Advisors
New York
$184 +$184 +3 New
CP
617
Castleview Partners
Texas
$122 – – –
BCMLT
618
Beacon Capital Management LLC (Tennessee)
Tennessee
$61 – – –
AssetMark Inc
619
AssetMark Inc
California
$61 +$61 +1 New
DWM
620
Dogwood Wealth Management
Kansas
$1 -$2 – –
Baillie Gifford & Co
621
Baillie Gifford & Co
United Kingdom
– -$293M -3,863,887 Closed
Arrowstreet Capital
622
Arrowstreet Capital
Massachusetts
– -$99.4M -1,310,319 Closed
DCM
623
Dorsal Capital Management
California
– -$87.3M -1,150,000 Closed
CIM
624
Contrarius Investment Management
Jersey
– -$80M -1,054,998 Closed
HCM
625
Hodges Capital Management
Texas
– -$16.5M -216,850 Closed
23 24
25
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