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949 hedge funds and large institutions have $37.7B invested in Twilio in 2021 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 393 increasing their positions, 265 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 265

35% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 138

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 915949 (+34)

0.68% more ownership

Funds ownership: 84.96%85.64% (+0.68%)

16% less capital invested

Capital invested by funds: $45B → $37.7B (-$7.3B)

28% less call options, than puts

Call options by funds: $1.67B | Put options by funds: $2.31B

Holders
949
Holders Change
+34
Holders Change %
+3.72%
% of All Funds
14.6%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
0.71%
New
186
Increased
393
Reduced
265
Closed
138
Calls
$1.67B
Puts
$2.31B
Net Calls
-$646M
Net Calls Change
-$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FTDI
626
First Trust Direct Indexing
Massachusetts
$441K -$8.67K -29 -2%
CAAS
627
Capital Asset Advisory Services
Michigan
$441K +$62.8K +210 +14%
WPP
628
Whalerock Point Partners
Rhode Island
$440K +$277K +925 +124%
SAM
629
SP Asset Management
California
$439K
VA
630
Valmark Advisers
Ohio
$435K -$227K -758 -31%
PA
631
Profund Advisors
Maryland
$434K +$17.9K +60 +4%
SB
632
Strategic Blueprint
Georgia
$433K +$20K +67 +4%
ASGS
633
Alpha Square Group S
New York
$432K +$490K +1,640 New
B
634
Barings
North Carolina
$432K +$491K +1,641 New
9WM
635
9258 Wealth Management
Ohio
$431K +$60.1K +201 +14%
SWA
636
SFMG Wealth Advisors
Texas
$422K +$177K +592 +59%
BFO
637
Boston Family Office
Massachusetts
$421K +$161K +537 +51%
NWM
638
Nauset Wealth Management
Connecticut
$421K +$479K +1,600 New
PFA
639
Paradigm Financial Advisors
Missouri
$420K
GWMIA
640
Global Wealth Management Investment Advisory
Florida
$420K +$155K +518 +48%
GAA
641
Green Alpha Advisors
Colorado
$408K -$411K -1,374 -47%
TSS
642
Two Sigma Securities
New York
$408K -$250K -837 -35%
SFI
643
Siemens Fonds Invest
Germany
$406K +$226K +754 +97%
PSUF
644
People's United Financial
Connecticut
$405K -$203K -679 -31%
AFP
645
Ausdal Financial Partners
Iowa
$403K +$187K +624 +69%
APP
646
Alpha Paradigm Partners
Illinois
$401K -$467K -1,561 -51%
CAPTRUST Financial Advisors
647
CAPTRUST Financial Advisors
North Carolina
$396K +$53.5K +179 +14%
LAM
648
Lynch Asset Management
Pennsylvania
$395K +$449K +1,500 New
BJL
649
Brighton Jones LLC
Washington
$391K +$70.6K +236 +19%
Lazard Asset Management
650
Lazard Asset Management
New York
$390K -$1.17M -3,920 -73%

TWLO Hedge Fund Activity: Q4 2021 in Review

949 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q4 2021, worth a combined $37.7B — down 16% from $45B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new TWLO positions and 138 closed out — a net gain of 48 holders — while 393 added to existing stakes and 265 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $891M. The largest seller was Jennison Associates, cutting an estimated $985M.

  • 949 institutional investors held Twilio (TWLO) as of Q4 2021, up from 915 in Q3 2021.
  • Funds reported $37.7B of Twilio stock for Q4 2021, down 16% quarter-over-quarter.
  • 186 funds opened new Twilio positions in Q4 2021 and 138 closed out, a net change of +48 holders.
  • The largest Twilio buyer in Q4 2021 was Viking Global Investors, an estimated $891M added.
  • The largest Twilio seller in Q4 2021 was Jennison Associates, an estimated $985M sold.

Based on aggregated 13F filings for Q4 2021.