We are live on ! Find out more

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
CI Investments Inc
901
CI Investments Inc
Ontario, Canada
$5K
OAJ
902
Ogorek Anthony Joseph
New York
$5K
First Manhattan
903
First Manhattan
New York
$5K +$3.29K +11 +110%
BAM
904
Bellevue Asset Management
Washington
$4K -$4.49K -15 -50%
AWM
905
Activest Wealth Management
Florida
$4K
GI
906
Gradient Investments
Minnesota
$4K
VNA
907
Valley National Advisers
Pennsylvania
$4K
BWM
908
BerganKDV Wealth Management
Minnesota
$4K +$897 +3 +21%
AA
909
AlphaMark Advisors
Kentucky
$4K +$1.2K +4 +31%
SIC
910
Salem Investment Counselors
North Carolina
$4K +$2.99K +10 +143%
DHGWA
911
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$4.19K +14 New
RWA
912
RGT Wealth Advisors
Texas
$4K +$4.19K +14 New
TFP
913
Tilia Fiduciary Partners
North Carolina
$4K +$5.08K +17 New
TPCW
914
TD Private Client Wealth
New York
$3.42K -$71.5K -239 -95%
FP
915
Financial Perspectives
Minnesota
$3.42K -$11.1K -37 -74%
1832 Asset Management
916
1832 Asset Management
Ontario, Canada
$3K -$165M -550,823 -100%
AFS
917
Annapolis Financial Services
Maryland
$3K
BCH
918
Berkshire Capital Holdings
California
$3K
PWMG
919
Prestige Wealth Management Group
New Jersey
$3K
RIM
920
Rockbridge Investment Management
New York
$3K
WBC
921
West Branch Capital
Massachusetts
$3K
FF
922
FourThought Financial
Florida
$3K +$1.2K +4 +50%
BBPWM
923
Blue Bell Private Wealth Management
Pennsylvania
$3K +$2.99K +10 New
FWA
924
FSC Wealth Advisors
New York
$3K +$2.99K +10 New
BHWM
925
Beaird Harris Wealth Management
Texas
$3K +$3.29K +11 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.