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949 hedge funds and large institutions have $37.7B invested in Twilio in 2021 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 393 increasing their positions, 265 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 265

35% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 138

12% more funds holding in top 10

Funds holding in top 10: 4146 (+5)

4% more funds holding

Funds holding: 915949 (+34)

0.68% more ownership

Funds ownership: 84.96%85.64% (+0.68%)

16% less capital invested

Capital invested by funds: $45B → $37.7B (-$7.3B)

28% less call options, than puts

Call options by funds: $1.67B | Put options by funds: $2.31B

Holders
949
Holders Change
+34
Holders Change %
+3.72%
% of All Funds
14.6%
Holding in Top 10
46
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+12.2%
% of All Funds
0.71%
New
186
Increased
393
Reduced
265
Closed
138
Calls
$1.67B
Puts
$2.31B
Net Calls
-$646M
Net Calls Change
-$45.6M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
751
AlphaStar Capital Management
North Carolina
$204K -$76.3K -255 -21%
AA
752
Aufman Associates
Pennsylvania
$204K
PL
753
Plancorp LLC
Missouri
$204K +$20K +67 +9%
TPA
754
Trivium Point Advisory
Connecticut
$203K +$231K +771 New
CIBC World Market
755
CIBC World Market
Ontario, Canada
$202K -$715K -2,392 -76%
LWA
756
Lenox Wealth Advisors
New York
$199K +$1.5K +5 +0.7%
HWA
757
HHM Wealth Advisors
Tennessee
$183K +$12.6K +42 +6%
SC
758
Saban Cheryl
$177K +$75.1K +251 +60%
AF
759
Advisornet Financial
Minnesota
$175K +$153K +512 +335%
ST
760
Smithfield Trust
Pennsylvania
$174K
QC
761
Quent Capital
New York
$169K +$192K +643 New
AA
762
Ancora Advisors
Ohio
$158K
IA
763
IFP Advisors
Florida
$154K +$29.9K +100 +21%
GWM
764
Geneos Wealth Management
Colorado
$153K -$11.4K -38 -6%
SG Americas Securities
765
SG Americas Securities
New York
$148K -$4.56M -15,237 -96%
PAI
766
Pittenger & Anderson Inc
Nebraska
$147K +$84K +281 +101%
DGAM
767
Desjardins Global Asset Management
Quebec, Canada
$145K +$165K +553 New
HIA
768
Harbor Investment Advisory
Maryland
$142K -$435K -1,454 -73%
BAM
769
Belpointe Asset Management
Nevada
$139K -$9.87K -33 -5%
CWP
770
Concord Wealth Partners
Virginia
$132K +$111K +370 +278%
UB
771
UMB Bank
Missouri
$130K +$147K +493 New
AAP
772
Arax Advisory Partners
Colorado
$127K +$15.6K +52 +12%
GM
773
GeoWealth Management
Illinois
$123K +$25.1K +84 +22%
MCM
774
Manchester Capital Management
Vermont
$119K
AIM
775
Anchor Investment Management
South Carolina
$119K +$135K +450 New

TWLO Hedge Fund Activity: Q4 2021 in Review

949 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q4 2021, worth a combined $37.7B — down 16% from $45B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new TWLO positions and 138 closed out — a net gain of 48 holders — while 393 added to existing stakes and 265 trimmed.

The largest buyer was Viking Global Investors, opening a new position worth an estimated $891M. The largest seller was Jennison Associates, cutting an estimated $985M.

  • 949 institutional investors held Twilio (TWLO) as of Q4 2021, up from 915 in Q3 2021.
  • Funds reported $37.7B of Twilio stock for Q4 2021, down 16% quarter-over-quarter.
  • 186 funds opened new Twilio positions in Q4 2021 and 138 closed out, a net change of +48 holders.
  • The largest Twilio buyer in Q4 2021 was Viking Global Investors, an estimated $891M added.
  • The largest Twilio seller in Q4 2021 was Jennison Associates, an estimated $985M sold.

Based on aggregated 13F filings for Q4 2021.