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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
TCOV
1001
Trust Company of Vermont
Vermont
– -$118K -300 Closed
LPIC
1002
LeJeune Puetz Investment Counsel
Michigan
– -$102K -260 Closed
WP
1003
WealthShield Partners
North Carolina
– -$76K -192 Closed
JGIA
1004
Jackson Grant Investment Advisers
Connecticut
– -$56K -142 Closed
PA
1005
Perennial Advisors
New York
– -$39K -100 Closed
RDWM
1006
Red Door Wealth Management
Tennessee
– -$34K -88 Closed
EFSCE
1007
Enterprise Financial Services Corp (EFSC)
Missouri
– -$30K -75 Closed
DFCM
1008
Dark Forest Capital Management
Puerto Rico
– -$15K -37 Closed
PGWM
1009
Parisi Gray Wealth Management
New Jersey
– -$13K -33 Closed
WAS
1010
Winch Advisory Services
Wisconsin
– -$13K -32 Closed
BMD
1011
Better Money Decisions
New Mexico
– -$10K -26 Closed
FPW
1012
Flagship Private Wealth
Massachusetts
– -$7K -18 Closed
PWS
1013
Paragon Wealth Strategies
Florida
– -$4K -10 Closed
BBL
1014
Beck Bode LLC
Massachusetts
– -$3K -8 Closed
FFG
1015
Ford Financial Group
California
– -$1K -5 Closed
BC
1016
Bartlett & Co
Ohio
– -$2K -4 Closed
BCWM
1017
Bartlett & Co Wealth Management
Ohio
– -$1.58K -4 Closed
MA
1018
Modus Advisors
Minnesota
– -$1K -2 Closed
DWA
1019
Delos Wealth Advisors
Texas
– +$364 +1 New
37 38 39 40
41

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.