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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
LAM
701
Lynch Asset Management
Pennsylvania
– -$212K -2,800 Closed
JIC
702
Joel Isaacson & Co
New York
– -$208K -2,739 Closed
Chevy Chase Trust
703
Chevy Chase Trust
Maryland
– -$206K -2,715 Closed
4WM
704
49 Wealth Management
Texas
– -$205K -2,703 Closed
DCM
705
DGS Capital Management
New Jersey
– -$204K -2,694 Closed
IFWM
706
Institute for Wealth Management
Colorado
– -$201K -2,645 Closed
ASN
707
Advisory Services Network
Georgia
– -$169K -2,223 Closed
Parallax Volatility Advisers
708
Parallax Volatility Advisers
California
– -$144K -2,192 Closed
GAMC
709
Garner Asset Management Corp
Texas
– -$105K -1,475 Closed
GC
710
Garde Capital
Washington
– -$105K -1,384 Closed
ODG
711
O'Dell Group
Ohio
– -$98.2K -1,294 Closed
GWMIA
712
Global Wealth Management Investment Advisory
Florida
– -$76.6K -1,010 Closed
MIFH
713
Migdal Insurance & Financial Holdings
Israel
– -$57K -740 Closed
FWM
714
Focused Wealth Management
New York
– -$54.9K -724 Closed
FF
715
Friedenthal Financial
New Jersey
– -$46.1K -608 Closed
TWM
716
Tradition Wealth Management
Minnesota
– -$42K -553 Closed
BEI
717
Benjamin Edwards Inc
Missouri
– -$18K -242 Closed
BCM
718
Bourgeon Capital Management
Connecticut
– -$15.2K -200 Closed
RIM
719
Rockbridge Investment Management
New York
– -$14.8K -195 Closed
GWS
720
Glassman Wealth Services
Virginia
– -$11.9K -157 Closed
CFD
721
Creative Financial Designs
Indiana
– -$11.4K -150 Closed
LPP
722
Life Planning Partners
Florida
– -$11.3K -149 Closed
SAM
723
Shell Asset Management
Netherlands
– -$9K -115 Closed
Loomis, Sayles & Company
724
Loomis, Sayles & Company
Massachusetts
– -$7K -86 Closed
PAI
725
Pittenger & Anderson Inc
Nebraska
– -$6.07K -80 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.