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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
KJHP
726
K.J. Harrison & Partners
Ontario, Canada
– -$209K -3,030 Closed
LCM
727
Lattice Capital Management
Washington
– -$208K -3,005 Closed
MCCP
728
Mission Creek Capital Partners
California
– -$208K -3,002 Closed
CIAS
729
Capital Investment Advisory Services
North Carolina
– -$201K -2,910 Closed
GCM
730
G2 Capital Management
Ohio
– -$201K -2,910 Closed
ODG
731
O'Dell Group
Ohio
– -$155K -2,245 Closed
CCA
732
Catalyst Capital Advisors
New York
– -$145K -2,090 Closed
ECM
733
EMC Capital Management
Texas
– -$106K -2,000 Closed
PP
734
Paloma Partners
Connecticut
– -$136K -1,972 Closed
M
735
MOTCO
Texas
– -$89K -1,290 Closed
RA
736
Resolute Advisors
California
– -$80K -1,157 Closed
AA
737
Ancora Advisors
Ohio
– -$42K -602 Closed
SIM
738
Sentry Investment Management
Wisconsin
– -$36K -523 Closed
MAWCM
739
Mine & Arao Wealth Creation & Management
California
– -$24K -350 Closed
TCOV
740
Trust Company of Vermont
Vermont
– -$21K -300 Closed
Fidelity International
741
Fidelity International
Bermuda
– -$19K -277 Closed
BONH
742
Bank of New Hampshire
New Hampshire
– -$17K -250 Closed
HI
743
Hudock Inc
Pennsylvania
– -$16K -234 Closed
CA
744
Clearstead Advisors
Ohio
– -$14K -200 Closed
AWM
745
AllSquare Wealth Management
New York
– -$11K -165 Closed
M1FG
746
Mach-1 Financial Group
Arkansas
– -$10K -155 Closed
Bessemer Group
747
Bessemer Group
New Jersey
– -$11K -152 Closed
EW
748
Evoke Wealth
California
– -$9K -130 Closed
WWMSC
749
Wagner Wealth Management (South Carolina)
South Carolina
– -$7K -101 Closed
HCP
750
Hexagon Capital Partners
Arkansas
– -$7K -100 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.