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Twilio
TWLO

603 hedge funds and large institutions have $7.32B invested in Twilio in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 212 increasing their positions, 215 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $325M | Put options by funds: $295M

0.11% more ownership

Funds ownership: 75.19% → 75.29% (+0.11%)

1% less repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 215

4% less funds holding

Funds holding: 626 → 603 (-23)

13% less capital invested

Capital invested by funds: $8.37B → $7.32B (-$1.05B)

16% less first-time investments, than exits

New positions opened: 80 | Existing positions closed: 95

21% less funds holding in top 10

Funds holding in top 10: 14 → 11 (-3)

Holders
603
Holders Change
-23
Holders Change %
-3.67%
% of All Funds
8.71%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.16%
New
80
Increased
212
Reduced
215
Closed
95
Calls
$325M
Puts
$295M
Net Calls
+$30.7M
Net Calls Change
-$27.8M

Top Buyers

1
KCM
Kodai Capital Management
Illinois
+$159M
2
Millennium Management
Millennium Management
New York
+$143M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
+$136M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$82.8M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$59.4M

Top Sellers

1
NAMA
Nikko Asset Management Americas
New York
-$145M
2
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$142M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$129M
4
Citadel Advisors
Citadel Advisors
Florida
-$121M
5
GIM
Generation Investment Management
United Kingdom
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
676
American International Group
New York
– -$99.7K -1,630 Closed
FIM
677
Fernwood Investment Management
Massachusetts
– -$83.2K -1,360 Closed
GAM
678
Groupama Asset Management
France
– -$71.7K -1,172 Closed
PCM
679
Penserra Capital Management
California
– -$50K -829 Closed
FFWM
680
Future Financial Wealth Management
Ohio
– -$15.3K -250 Closed
FDCP
681
Foster Dykema Cabot & Partners
Massachusetts
– -$14.7K -241 Closed
HFS
682
Hantz Financial Services
Michigan
– -$9K -150 Closed
OCM
683
Orion Capital Management
California
– -$7.34K -120 Closed
CFG
684
CKW Financial Group
Hawaii
– -$6K -100 Closed
NC
685
nVerses Capital
Florida
– -$6.12K -100 Closed
OM
686
OpenView Management
Massachusetts
– -$5.81K -95 Closed
AWM
687
Avior Wealth Management
Nebraska
– -$3.42K -56 Closed
IGWM
688
ICA Group Wealth Management
Colorado
– -$3.06K -50 Closed
SWM
689
Spire Wealth Management
Virginia
– -$2.17K -35 Closed
FPB
690
First PREMIER Bank
South Dakota
– -$2K -31 Closed
TAM
691
Tucker Asset Management
Colorado
– -$1.16K -19 Closed
FGAM
692
Financial Gravity Asset Management
Texas
– -$904 -15 Closed
FSWA
693
Financial Synergies Wealth Advisors
Texas
– -$734 -12 Closed
BCH
694
Berkshire Capital Holdings
California
– -$612 -10 Closed
FFA
695
Frazier Financial Advisors
Ohio
– -$612 -10 Closed
BFA
696
BBJS Financial Advisors
Washington
– -$306 -5 Closed
OWA
697
Opal Wealth Advisors
New York
– -$184 -3 Closed
AssetMark Inc
698
AssetMark Inc
California
– -$61 -1 Closed
24 25 26 27
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TWLO Hedge Fund Activity: Q2 2024 in Review

603 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q2 2024, worth a combined $7.32B — down 13% from $8.37B a quarter earlier.

Sellers outnumbered buyers: 95 funds closed out of TWLO and 80 opened new positions — a net loss of 15 holders — while 215 trimmed existing stakes and 212 added.

The largest buyer was Kodai Capital Management, adding an estimated $159M. The largest seller was Nikko Asset Management Americas, exiting entirely with an estimated $145M sold.

  • 603 institutional investors held Twilio (TWLO) as of Q2 2024, down from 626 in Q1 2024.
  • Funds reported $7.32B of Twilio stock for Q2 2024, down 13% quarter-over-quarter.
  • 80 funds opened new Twilio positions in Q2 2024 and 95 closed out, a net change of -15 holders.
  • The largest Twilio buyer in Q2 2024 was Kodai Capital Management, an estimated $159M added.
  • The largest Twilio seller in Q2 2024 was Nikko Asset Management Americas, an estimated $145M sold.

Based on aggregated 13F filings for Q2 2024.