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659 hedge funds and large institutions have $11.2B invested in Twilio in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 174 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 72

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

34% more capital invested

Capital invested by funds: $8.35B → $11.2B (+$2.85B)

24% more call options, than puts

Call options by funds: $810M | Put options by funds: $652M

9% more funds holding

Funds holding: 604659 (+55)

2.76% more ownership

Funds ownership: 78.73%81.49% (+2.8%)

28% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 241

Holders
659
Holders Change
+55
Holders Change %
+9.11%
% of All Funds
9.61%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
136
Increased
174
Reduced
241
Closed
72
Calls
$810M
Puts
$652M
Net Calls
+$158M
Net Calls Change
-$50.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OCBCO
701
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$234K -3,990 Closed
OQS
702
Occudo Quantitative Strategies
Florida
-$220K -3,762 Closed
EH
703
Equitable Holdings
New York
-$219K -3,747 Closed
NC
704
Nicholas Company
Wisconsin
-$213K -3,635 Closed
CFG
705
Cooper Financial Group
California
-$209K -3,566 Closed
I
706
InceptionR
California
-$204K -3,490 Closed
SFS
707
Stiles Financial Services
Minnesota
-$204K -3,477 Closed
PPWM
708
PFG Private Wealth Management
Florida
-$123K -2,104 Closed
RW
709
RVW Wealth
California
-$30.1K -515 Closed
RTC
710
Riverview Trust Company
Washington
-$15.3K -262 Closed
VF
711
VitalStone Financial
Texas
-$7K -127 Closed
BAAM
712
Baker Avenue Asset Management
California
-$5.15K -88 Closed
EARNEST Partners
713
EARNEST Partners
Georgia
-$4.27K -73 Closed
GBT
714
Grove Bank & Trust
Florida
-$3.92K -67 Closed
AA
715
Addison Advisors
Vermont
-$2.93K -50 Closed
TCM
716
Tradewinds Capital Management
Washington
-$2.93K -50 Closed
JEST
717
JTC Employer Solutions Trustee
Jersey
-$2K -40 Closed
WWP
718
WR Wealth Planners
Missouri
-$2.34K -40 Closed
SCA
719
Stonebridge Capital Advisors
Minnesota
-$2.05K -35 Closed
GA
720
GoalVest Advisory
New York
-$1.87K -30 Closed
AWA
721
Authentikos Wealth Advisory
California
-$1.23K -21 Closed
UB
722
UMB Bank
Missouri
-$1.23K -21 Closed
CSPIA
723
Cary Street Partners Investment Advisory
Virginia
-$585 -10 Closed
PPC
724
Park Place Capital
Alabama
-$585 -10 Closed
PG
725
Proffitt & Goodson
Tennessee
-$586 -10 Closed

TWLO Hedge Fund Activity: Q4 2023 in Review

659 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q4 2023, worth a combined $11.2B — up 34% from $8.35B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new TWLO positions and 72 closed out — a net gain of 64 holders — while 174 added to existing stakes and 241 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was Voloridge Investment Management, cutting an estimated $64.6M.

  • 659 institutional investors held Twilio (TWLO) as of Q4 2023, up from 604 in Q3 2023.
  • Funds reported $11.2B of Twilio stock for Q4 2023, up 34% quarter-over-quarter.
  • 136 funds opened new Twilio positions in Q4 2023 and 72 closed out, a net change of +64 holders.
  • The largest Twilio buyer in Q4 2023 was Morgan Stanley, an estimated $107M added.
  • The largest Twilio seller in Q4 2023 was Voloridge Investment Management, an estimated $64.6M sold.

Based on aggregated 13F filings for Q4 2023.