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Twilio
TWLO

626 hedge funds and large institutions have $8.37B invested in Twilio in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 229 increasing their positions, 187 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 187

11% more call options, than puts

Call options by funds: $586M | Put options by funds: $527M

5% less funds holding

Funds holding: 659 → 626 (-33)

6.31% less ownership

Funds ownership: 81.49% → 75.19% (-6.3%)

22% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 120

22% less funds holding in top 10

Funds holding in top 10: 18 → 14 (-4)

25% less capital invested

Capital invested by funds: $11.2B → $8.37B (-$2.83B)

Holders
626
Holders Change
-33
Holders Change %
-5.01%
% of All Funds
9.02%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
94
Increased
229
Reduced
187
Closed
120
Calls
$586M
Puts
$527M
Net Calls
+$58.5M
Net Calls Change
-$99.1M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
+$217M
2
Millennium Management
Millennium Management
New York
+$103M
3
Citadel Advisors
Citadel Advisors
Florida
+$92.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.9M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$77.4M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$408M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$293M
3
NAMA
Nikko Asset Management Americas
New York
-$215M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$215M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$165M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
651
Moore Capital Management
New York
– -$1.27M -16,785 Closed
TC
652
TwinBeech Capital
New York
– -$1.15M -15,208 Closed
VA
653
Valmark Advisers
Ohio
– -$1.13M -14,919 Closed
AIM
654
Achmea Investment Management
Netherlands
– -$1M -13,192 Closed
FC
655
FORA Capital
Florida
– -$957K -12,612 Closed
MWM
656
Meridian Wealth Management
Kentucky
– -$881K -11,618 Closed
ERSOT
657
Employees Retirement System of Texas
Texas
– -$871K -11,483 Closed
OPERF
658
Oregon Public Employees Retirement Fund
Oregon
– -$812K -10,700 Closed
ACH
659
ArrowMark Colorado Holdings
Colorado
– -$759K -10,000 Closed
SLAM
660
Swiss Life Asset Management
– -$746K -9,817 Closed
CAPTRUST Financial Advisors
661
CAPTRUST Financial Advisors
North Carolina
– -$558K -7,361 Closed
JWS
662
Juncture Wealth Strategies
Arizona
– -$546K -7,197 Closed
AR
663
Advisory Research
Illinois
– -$514K -6,771 Closed
SA
664
Strategic Advisors
New York
– -$493K -6,500 Closed
LAI
665
Legal Advantage Investments
California
– -$486K -6,405 Closed
JFG
666
Jefferies Financial Group
New York
– -$476K -6,280 Closed
AWM
667
Axxcess Wealth Management
California
– -$429K -5,650 Closed
CMI
668
Clare Market Investments
Texas
– -$414K -5,456 Closed
IFG
669
Independent Financial Group
California
– -$410K -5,404 Closed
AAF
670
Andra AP-fonden
Sweden
– -$410K -5,400 Closed
TFS
671
Thoroughbred Financial Services
Tennessee
– -$389K -5,138 Closed
FA
672
FDx Advisors
Illinois
– -$388K -5,113 Closed
CWP
673
Cyndeo Wealth Partners
Florida
– -$386K -5,085 Closed
ICP
674
Interchange Capital Partners
Pennsylvania
– -$383K -5,067 Closed
BHCM
675
Boulder Hill Capital Management
New York
– -$372K -4,900 Closed
25 26
27
28 29

TWLO Hedge Fund Activity: Q1 2024 in Review

626 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q1 2024, worth a combined $8.37B — down 25% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of TWLO and 94 opened new positions — a net loss of 26 holders — while 187 trimmed existing stakes and 229 added.

The largest buyer was Sachem Head Capital Management, opening a new position worth an estimated $217M. The largest seller was ARK Investment Management, cutting an estimated $408M.

  • 626 institutional investors held Twilio (TWLO) as of Q1 2024, down from 659 in Q4 2023.
  • Funds reported $8.37B of Twilio stock for Q1 2024, down 25% quarter-over-quarter.
  • 94 funds opened new Twilio positions in Q1 2024 and 120 closed out, a net change of -26 holders.
  • The largest Twilio buyer in Q1 2024 was Sachem Head Capital Management, an estimated $217M added.
  • The largest Twilio seller in Q1 2024 was ARK Investment Management, an estimated $408M sold.

Based on aggregated 13F filings for Q1 2024.