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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
SC
676
Syon Capital
California
– -$372K -4,900 Closed
LCM
677
Landscape Capital Management
New Jersey
– -$368K -4,846 Closed
HCA
678
Harbor Capital Advisors
Illinois
– -$336K -4,431 Closed
JFGIW
679
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$335K -4,416 Closed
CWP
680
CFM Wealth Partners
Texas
– -$332K -4,377 Closed
DTL
681
Dynamic Technology Lab
Singapore
– -$323K -4,251 Closed
Thrivent Financial for Lutherans
682
Thrivent Financial for Lutherans
Minnesota
– -$315K -4,084 Closed
FRM
683
Fox Run Management
Connecticut
– -$301K -3,964 Closed
GAM
684
Gotham Asset Management
New York
– -$279K -3,671 Closed
WWM
685
Western Wealth Management
Colorado
– -$262K -3,456 Closed
SWP
686
Stratos Wealth Partners
Ohio
– -$253K -3,339 Closed
BC
687
Bridgefront Capital
Texas
– -$251K -3,302 Closed
SFG
688
Synergy Financial Group
California
– -$249K -3,286 Closed
Impax Asset Management Group
689
Impax Asset Management Group
United Kingdom
– -$249K -3,282 Closed
AWA
690
Arete Wealth Advisors
Illinois
– -$248K -3,273 Closed
KWM
691
Kingsview Wealth Management
Oregon
– -$244K -3,213 Closed
XS
692
XR Securities
Illinois
– -$207K -3,149 Closed
CAM
693
Carret Asset Management
New York
– -$233K -3,075 Closed
HIP
694
HUB Investment Partners
Texas
– -$230K -3,025 Closed
PCIA
695
Prime Capital Investment Advisors
Kansas
– -$226K -2,975 Closed
MIM
696
Moseley Investment Management
Florida
– -$224K -2,951 Closed
MFAM
697
Motley Fool Asset Management
Virginia
– -$223K -2,934 Closed
DA
698
Doliver Advisors
Texas
– -$219K -2,893 Closed
FFM
699
Forum Financial Management
Illinois
– -$219K -2,880 Closed
DT
700
Diversified Trust
Tennessee
– -$215K -2,836 Closed
26 27
28
29 30

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.