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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
BFA
651
BBJS Financial Advisors
Washington
$380 -$14.4K -231 -98%
ME
652
McIlrath & Eck
Washington
$379 +$312 +5 New
TWD
653
True Wealth Design
Ohio
$304 +$125 +2 +100%
CP
654
Castleview Partners
Texas
$152 +$125 +2 New
MCM
655
MV Capital Management
Maryland
$152 +$125 +2 New
DWA
656
Delos Wealth Advisors
Texas
$76
BCMLT
657
Beacon Capital Management LLC (Tennessee)
Tennessee
$59
DWM
658
Dogwood Wealth Management
Kansas
$2
Alkeon Capital Management
659
Alkeon Capital Management
New York
-$58.5M -1,000,000 Closed
SM
660
SCGE Management
California
-$50.8M -868,100 Closed
CAM
661
Contour Asset Management
New York
-$30.9M -527,400 Closed
OPFM
662
Optimus Prime Fund Management
Cayman Islands
-$23.4M -400,000 Closed
Balyasny Asset Management
663
Balyasny Asset Management
Illinois
-$22.7M -388,390 Closed
SP
664
Solel Partners
Massachusetts
-$20.7M -354,289 Closed
AIM
665
Artemis Investment Management
United Kingdom
-$20.3M -347,010 Closed
Walleye Trading
666
Walleye Trading
New York
-$12.5M -200,891 Closed
LFDLE
667
La Financiere de L'Echiquier
France
-$9.77M -167,000 Closed
SI
668
SQN Investors
California
-$7.53M -128,700 Closed
PI
669
PEAK6 Investments
Illinois
-$7.54M -120,889 Closed
BCM
670
Bayesian Capital Management
New York
-$6.13M -104,800 Closed
Parnassus Investments
671
Parnassus Investments
California
-$6.05M -103,370 Closed
LCM
672
Laurion Capital Management
New York
-$6.05M -96,997 Closed
FDS
673
First Dallas Securities
Texas
-$4.68M -80,000 Closed
WorldQuant Millennium Advisors
674
WorldQuant Millennium Advisors
New York
-$3.78M -64,623 Closed
Twin Tree Management
675
Twin Tree Management
Texas
-$2.75M -44,192 Closed

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.