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Twilio
TWLO

915 hedge funds and large institutions have $45B invested in Twilio in 2021 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 401 increasing their positions, 254 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 254

0.88% less ownership

Funds ownership: 85.84% → 84.96% (-0.88%)

3% less funds holding

Funds holding: 939 → 915 (-24)

11% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 104

18% less capital invested

Capital invested by funds: $54.8B → $45B (-$9.74B)

29% less call options, than puts

Call options by funds: $1.46B | Put options by funds: $2.06B

35% less funds holding in top 10

Funds holding in top 10: 63 → 41 (-22)

Holders
915
Holders Change
-24
Holders Change %
-2.56%
% of All Funds
16.02%
Holding in Top 10
41
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-34.92%
% of All Funds
0.72%
New
93
Increased
401
Reduced
254
Closed
104
Calls
$1.46B
Puts
$2.06B
Net Calls
-$600M
Net Calls Change
-$143M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$449M
2
Sands Capital Management
Sands Capital Management
Virginia
+$335M
3
N
Nuveen
North Carolina
+$240M
4
Citadel Advisors
Citadel Advisors
Florida
+$186M
5
DCP
Durable Capital Partners
Maryland
+$154M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$452M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$253M
3
Invesco
Invesco
Georgia
-$222M
4
JCAM
Jericho Capital Asset Management
New York
-$214M
5
Jennison Associates
Jennison Associates
New York
-$195M
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
901
Gemmer Asset Management
California
$3K – – –
WQ
902
Wealth Quarterback
New Jersey
$3K – – –
WBC
903
West Branch Capital
Massachusetts
$3K – – –
RBC
904
Roble Belko & Company
Pennsylvania
$3K +$3.64K +10 New
HWM
905
HighMark Wealth Management
Minnesota
$2K -$728 -2 -29%
EBA
906
Eagle Bay Advisors
New York
$2K +$1.46K +4 New
FF
907
FourThought Financial
Florida
$2K +$2.19K +6 +300%
SIC
908
Salem Investment Counselors
North Carolina
$2K +$2.55K +7 New
TFO
909
Tarbox Family Office
California
$1K -$3.28K -9 -75%
LF
910
Lee Financial
Texas
$1K -$1.46K -4 -57%
CA
911
Crewe Advisors
Utah
$1K – – –
TCWA
912
Ten Capital Wealth Advisors
Washington
$1K – – –
FMII
913
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.09K +3 New
GFPC
914
Global Financial Private Client
Florida
$973 – – –
BBHC
915
Brown Brothers Harriman & Co
New York
$110 – – –
JCAM
916
Jericho Capital Asset Management
New York
– -$214M -542,649 Closed
Arrowstreet Capital
917
Arrowstreet Capital
Massachusetts
– -$123M -311,010 Closed
PCM
918
Palestra Capital Management
New York
– -$91M -230,995 Closed
TA
919
Trivest Advisors
Hong Kong
– -$74.9M -190,000 Closed
NCA
920
Newbrook Capital Advisors
New York
– -$59.2M -150,248 Closed
LSCM
921
Light Street Capital Management
California
– -$31.6M -80,075 Closed
E
922
Ergoteles
New York
– -$22.9M -58,020 Closed
FHCM
923
Force Hill Capital Management
New York
– -$18.7M -47,560 Closed
KC
924
KCL Capital
New York
– -$17.7M -45,000 Closed
SSA
925
Schonfeld Strategic Advisors
New York
– -$15.8M -40,000 Closed
35 36
37
38 39

TWLO Hedge Fund Activity: Q3 2021 in Review

915 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q3 2021, worth a combined $45B — down 18% from $54.8B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of TWLO and 93 opened new positions — a net loss of 11 holders — while 254 trimmed existing stakes and 401 added.

The largest buyer was BlackRock, adding an estimated $449M. The largest seller was Morgan Stanley, cutting an estimated $452M.

  • 915 institutional investors held Twilio (TWLO) as of Q3 2021, down from 939 in Q2 2021.
  • Funds reported $45B of Twilio stock for Q3 2021, down 18% quarter-over-quarter.
  • 93 funds opened new Twilio positions in Q3 2021 and 104 closed out, a net change of -11 holders.
  • The largest Twilio buyer in Q3 2021 was BlackRock, an estimated $449M added.
  • The largest Twilio seller in Q3 2021 was Morgan Stanley, an estimated $452M sold.

Based on aggregated 13F filings for Q3 2021.