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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
TAM
626
Tucker Asset Management
Colorado
$1.44K
BCWM
627
Bartlett & Co Wealth Management
Ohio
$1.16K
CHC
628
City Holding Co
West Virginia
$1.14K
MLA
629
MB, Levis & Associates
Pennsylvania
$1.14K
FDCP
630
Foster Dykema Cabot & Partners
Massachusetts
$1.06K +$873 +14 New
BC
631
Bartlett & Co
Ohio
$1K
FWM
632
FSA Wealth Management
Massachusetts
$1K +$1.18K +19 New
FP
633
Financial Perspectives
Minnesota
$986
OP
634
ORG Partners
Indiana
$986 +$436 +7 +117%
PWMG
635
Prestige Wealth Management Group
New Jersey
$911
TFM
636
TFC Financial Management
Massachusetts
$911
GWSG
637
GPS Wealth Strategies Group
Colorado
$910
CWP
638
Concord Wealth Partners
Virginia
$835 -$2.43K -39 -78%
AFS
639
Annapolis Financial Services
Maryland
$759
BCH
640
Berkshire Capital Holdings
California
$759
WBC
641
West Branch Capital
Massachusetts
$759
BL
642
BFSG LLC
California
$759 +$623 +10 New
DPW
643
DiNuzzo Private Wealth
Pennsylvania
$759 +$623 +10 New
T
644
Tidemark
California
$759 +$623 +10 New
TCM
645
TD Capital Management
Tennessee
$607 +$499 +8 New
CFGS
646
Concourse Financial Group Securities
Alabama
$606 +$499 +8 New
MFG
647
Mendota Financial Group
Wisconsin
$532 +$436 +7 New
CAM
648
Creekmur Asset Management
Illinois
$531 +$436 +7 New
First Manhattan
649
First Manhattan
New York
$531 +$436 +7 New
TVAMP
650
Tennessee Valley Asset Management Partners
Tennessee
$531 +$436 +7 New

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.