We are live on ! Find out more
TWLO icon

Twilio
TWLO

612 hedge funds and large institutions have $7.14B invested in Twilio in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 195 increasing their positions, 224 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more call options, than puts

Call options by funds: $599M | Put options by funds: $533M

1.94% less ownership

Funds ownership: 85.51% → 83.57% (-1.9%)

11% less funds holding

Funds holding: 687 → 612 (-75)

13% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 224

30% less capital invested

Capital invested by funds: $10.3B → $7.14B (-$3.13B)

32% less funds holding in top 10

Funds holding in top 10: 25 → 17 (-8)

38% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 163

Holders
612
Holders Change
-75
Holders Change %
-10.92%
% of All Funds
9.84%
Holding in Top 10
17
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-32%
% of All Funds
0.27%
New
101
Increased
195
Reduced
224
Closed
163
Calls
$599M
Puts
$533M
Net Calls
+$66.5M
Net Calls Change
-$9.07M

Top Buyers

1
GIM
Generation Investment Management
United Kingdom
+$129M
2
CAM
Contour Asset Management
New York
+$122M
3
Citadel Advisors
Citadel Advisors
Florida
+$88.5M
4
Swedbank
Swedbank
Sweden
+$79.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$71.1M

Top Sellers

1
MCMC
Matrix Capital Management Company
New Hampshire
-$386M
2
Flossbach Von Storch
Flossbach Von Storch
Germany
-$224M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$150M
4
HCM
HMI Capital Management
California
-$115M
5
AM
Atreides Management
Massachusetts
-$85.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
701
Cresset Asset Management
Illinois
– -$262K -3,792 Closed
IAA
702
Independent Advisor Alliance
North Carolina
– -$260K -3,756 Closed
ICP
703
Interchange Capital Partners
Pennsylvania
– -$257K -3,723 Closed
TSS
704
Two Sigma Securities
New York
– -$211K -3,706 Closed
TI
705
Tidal Investments
Wisconsin
– -$254K -3,660 Closed
SDH
706
Sloy Dahl & Holst
Washington
– -$248K -3,591 Closed
JHCP
707
Jackson Hole Capital Partners
Oklahoma
– -$242K -3,500 Closed
PCIA
708
Prime Capital Investment Advisors
Kansas
– -$241K -3,481 Closed
PWA
709
Phoenix Wealth Advisors
North Carolina
– -$238K -3,449 Closed
MCC
710
Malaga Cove Capital
California
– -$238K -3,438 Closed
BZWA
711
Blue Zone Wealth Advisors
California
– -$235K -3,403 Closed
DC
712
Davenport & Co
Virginia
– -$234K -3,390 Closed
KWM
713
Kingsview Wealth Management
Oregon
– -$232K -3,361 Closed
Robeco Institutional Asset Management
714
Robeco Institutional Asset Management
Netherlands
– -$232K -3,356 Closed
Brown Advisory
715
Brown Advisory
Maryland
– -$227K -3,288 Closed
PIA
716
Perennial Investment Advisors
California
– -$227K -3,285 Closed
AWA
717
Alta Wealth Advisors
Massachusetts
– -$224K -3,233 Closed
RWM
718
Ritholtz Wealth Management
New York
– -$222K -3,208 Closed
FIM
719
Fernwood Investment Management
Massachusetts
– -$218K -3,160 Closed
BF
720
BOK Financial
Oklahoma
– -$216K -3,124 Closed
BMSSC
721
B. Metzler seel. Sohn & Co
Germany
– -$215K -3,108 Closed
FCH
722
Freestone Capital Holdings
Washington
– -$214K -3,088 Closed
LWAC
723
Laurel Wealth Advisors (California)
California
– -$213K -3,081 Closed
MA
724
Mutual Advisors
Nebraska
– -$213K -3,074 Closed
MCM
725
MAI Capital Management
Ohio
– -$211K -3,056 Closed
27 28
29
30 31

TWLO Hedge Fund Activity: Q4 2022 in Review

612 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q4 2022, worth a combined $7.14B — down 30% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 163 funds closed out of TWLO and 101 opened new positions — a net loss of 62 holders — while 224 trimmed existing stakes and 195 added.

The largest buyer was Generation Investment Management, adding an estimated $129M. The largest seller was Matrix Capital Management Company, exiting entirely with an estimated $386M sold.

  • 612 institutional investors held Twilio (TWLO) as of Q4 2022, down from 687 in Q3 2022.
  • Funds reported $7.14B of Twilio stock for Q4 2022, down 30% quarter-over-quarter.
  • 101 funds opened new Twilio positions in Q4 2022 and 163 closed out, a net change of -62 holders.
  • The largest Twilio buyer in Q4 2022 was Generation Investment Management, an estimated $129M added.
  • The largest Twilio seller in Q4 2022 was Matrix Capital Management Company, an estimated $386M sold.

Based on aggregated 13F filings for Q4 2022.