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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
TWA
801
TCI Wealth Advisors
Arizona
$63K -$8.97K -30 -11%
Pacer Advisors
802
Pacer Advisors
Pennsylvania
$63K +$72.1K +241 New
HI
803
Hudock Inc
Pennsylvania
$61K -$9.87K -33 -12%
CT
804
Cambridge Trust
Massachusetts
$59K +$67.3K +225 New
OCM
805
Orion Capital Management
California
$56K
RA
806
Resolute Advisors
California
$56K +$64K +214 New
KFS
807
Kelly Financial Services
Massachusetts
$54.2K +$39.8K +133 +182%
HI
808
Hoey Investments
Pennsylvania
$53K
BEI
809
Benjamin Edwards Inc
Missouri
$53K +$15K +50 +33%
TC
810
Truvestments Capital
Florida
$53K +$59.8K +200 New
WTA
811
Washington Trust Advisors
Massachusetts
$53K +$60.7K +203 New
SWA
812
Sutton Wealth Advisors
Florida
$52.4K +$598 +2 +1%
BWA
813
BDO Wealth Advisors
Florida
$50K -$26.6K -89 -32%
ADL
814
Asset Dedication LLC
California
$49K -$12K -40 -18%
CTB
815
Country Trust Bank
Illinois
$49K
HR
816
Howe & Rusling
New York
$49K +$55.3K +185 New
TWM
817
Tradition Wealth Management
Minnesota
$46K -$5.98K -20 -10%
PFGIA
818
Patriot Financial Group Insurance Agency
Massachusetts
$43K -$897 -3 -2%
AWM
819
AllSquare Wealth Management
New York
$43K
MAM
820
Meeder Asset Management
Ohio
$42K -$12K -40 -20%
JIR
821
James Investment Research
Ohio
$40K -$88.8K -297 -66%
PCMC
822
Paragon Capital Management (Colorado)
Colorado
$40K +$44.9K +150 New
FAG
823
Fortitude Advisory Group
Washington
$38K +$43.7K +146 New
HNB
824
Huntington National Bank
Ohio
$37K +$35.9K +120 +632%
CA
825
Cornerstone Advisory
Maryland
$35K +$29.9K +100 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.