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659 hedge funds and large institutions have $11.2B invested in Twilio in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 174 increasing their positions, 241 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 72

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

34% more capital invested

Capital invested by funds: $8.35B → $11.2B (+$2.85B)

24% more call options, than puts

Call options by funds: $810M | Put options by funds: $652M

9% more funds holding

Funds holding: 604659 (+55)

2.76% more ownership

Funds ownership: 78.73%81.49% (+2.8%)

28% less repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 241

Holders
659
Holders Change
+55
Holders Change %
+9.11%
% of All Funds
9.61%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.26%
New
136
Increased
174
Reduced
241
Closed
72
Calls
$810M
Puts
$652M
Net Calls
+$158M
Net Calls Change
-$50.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
76
Invesco
Georgia
$15.4M +$652K +10,454 +5%
PHAM
77
Pacific Heights Asset Management
California
$15.3M +$125K +2,000 +1%
Swedbank
78
Swedbank
Sweden
$15.2M +$4.72M +75,700 +61%
RPI
79
Railway Pension Investments
United Kingdom
$15.2M
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$14.6M +$117K +1,872 +1%
Luther King Capital Management (LKCM)
81
Luther King Capital Management (LKCM)
Texas
$14.4M -$2.88M -46,172 -20%
RAM
82
RJA Asset Management
Connecticut
$14.4M
William Blair & Company
83
William Blair & Company
Illinois
$14.4M -$2.17M -34,809 -16%
Two Sigma Advisers
84
Two Sigma Advisers
New York
$13.9M +$11.4M +182,997 New
ACM
85
Ashford Capital Management
Delaware
$13.4M -$1.84M -29,476 -14%
Barclays
86
Barclays
United Kingdom
$13.2M -$423K -6,788 -4%
AS
87
Aware Super
Australia
$12.7M +$5.56M +89,235 New
Canada Life
88
Canada Life
Manitoba, Canada
$11.7M -$238K -3,811 -2%
LPL Financial
89
LPL Financial
California
$11.5M +$1.81M +28,992 +24%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$11.4M +$6.84M +109,791 +272%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$11.3M +$6.62M +106,188 +267%
Mitsubishi UFJ Trust & Banking
92
Mitsubishi UFJ Trust & Banking
Japan
$11.2M -$548K -8,794 -6%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$11.1M +$3.96M +63,525 +77%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$10.2M +$1.59M +25,528 +23%
CIBC Private Wealth Group
95
CIBC Private Wealth Group
Georgia
$10.2M -$3.03M -48,579 -26%
LCAM
96
London & Capital Asset Management
United Kingdom
$10.1M -$146K -2,343 -2%
VAS
97
Vestmark Advisory Solutions
Massachusetts
$9.79M +$8.04M +128,990 New
UBS Group
98
UBS Group
Switzerland
$9.55M +$129K +2,065 +2%
T. Rowe Price Associates
99
T. Rowe Price Associates
Maryland
$9.05M +$265K +4,258 +4%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$8.77M +$6.94M +111,312 +2,575%

TWLO Hedge Fund Activity: Q4 2023 in Review

659 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q4 2023, worth a combined $11.2B — up 34% from $8.35B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new TWLO positions and 72 closed out — a net gain of 64 holders — while 174 added to existing stakes and 241 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $107M. The largest seller was Voloridge Investment Management, cutting an estimated $64.6M.

  • 659 institutional investors held Twilio (TWLO) as of Q4 2023, up from 604 in Q3 2023.
  • Funds reported $11.2B of Twilio stock for Q4 2023, up 34% quarter-over-quarter.
  • 136 funds opened new Twilio positions in Q4 2023 and 72 closed out, a net change of +64 holders.
  • The largest Twilio buyer in Q4 2023 was Morgan Stanley, an estimated $107M added.
  • The largest Twilio seller in Q4 2023 was Voloridge Investment Management, an estimated $64.6M sold.

Based on aggregated 13F filings for Q4 2023.