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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
JWS
676
Juncture Wealth Strategies
Arizona
$337K +$66.1K +221 +21%
MOACM
677
Mutual of America Capital Management
New York
$333K -$151K -505 -29%
OPS
678
Orion Portfolio Solutions
Nebraska
$333K +$378K +1,265 New
PCIA
679
Prime Capital Investment Advisors
Kansas
$328K +$101K +337 +37%
FPAS
680
Focus Partners Advisor Solutions
Missouri
$325K +$369K +1,233 New
RHBC
681
R.H. Bluestein & Co
Michigan
$324K -$59.8K -200 -14%
CI
682
Cigna Investments
Connecticut
$324K +$7.78K +26 +2%
FFM
683
Forum Financial Management
Illinois
$320K +$364K +1,216 New
ST
684
Sentinel Trust
Texas
$319K +$363K +1,213 New
SW
685
SteelPeak Wealth
California
$318K -$396K -1,324 -52%
CNC
686
Canandaigua National Corp
New York
$316K
FCH
687
Freestone Capital Holdings
Washington
$316K +$168K +562 +88%
HH
688
Hilltop Holdings
Texas
$312K +$354K +1,183 New
FMLI
689
Fukoku Mutual Life Insurance
Japan
$311K +$12K +40 +4%
FRM
690
Fox Run Management
Connecticut
$308K +$350K +1,170 New
EN1L
691
Engine No 1 LLC
California
$304K +$79.9K +267 +30%
MCC
692
Money Concepts Capital
Florida
$304K +$345K +1,153 New
MMPW
693
Mitchell McLeod Pugh & Williams
Alabama
$301K
CBA
694
Coastal Bridge Advisors
Connecticut
$301K +$299K +1,000 New
MAC
695
Mason & Associates (California)
California
$300K +$341K +1,141 New
DWM
696
Dakota Wealth Management
Florida
$292K +$23K +77 +7%
PA
697
Pinnacle Associates
New York
$291K +$86.1K +288 +35%
LFM
698
LGT Fund Management
Liechtenstein
$290K +$329K +1,100 New
OPW
699
Oxler Private Wealth
New York
$289K
OSAM
700
O'Shaughnessy Asset Management
Connecticut
$289K +$84.6K +283 +35%

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.