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524 hedge funds and large institutions have $11B invested in Twilio in 2019 Q1 according to their latest regulatory filings, with 178 funds opening new positions, 180 increasing their positions, 119 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 178 | Existing positions closed: 56

77% more capital invested

Capital invested by funds: $6.21B → $11B (+$4.8B)

57% more funds holding in top 10

Funds holding in top 10: 2336 (+13)

51% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 119

30% more funds holding

Funds holding: 403524 (+121)

9% more call options, than puts

Call options by funds: $625M | Put options by funds: $574M

5.62% less ownership

Funds ownership: 87.33%81.71% (-5.6%)

Holders
524
Holders Change
+121
Holders Change %
+30.02%
% of All Funds
11.34%
Holding in Top 10
36
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+56.52%
% of All Funds
0.78%
New
178
Increased
180
Reduced
119
Closed
56
Calls
$625M
Puts
$574M
Net Calls
+$51M
Net Calls Change
+$110M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
151
Oppenheimer & Co
New York
$6.47M +$4M +35,491 +243%
MCM
152
Maytus Capital Management
New York
$6.46M +$5.63M +50,000 New
TAM
153
Tocqueville Asset Management
New York
$6.36M +$4.02M +35,710 +265%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.29M +$144K +1,281 +3%
JMPWA
155
JP Morgan Private Wealth Advisors
California
$6.21M -$797K -7,078 -13%
TI
156
Trexquant Investment
Connecticut
$6.21M +$572K +5,078 +12%
Commonwealth Equity Services
157
Commonwealth Equity Services
Massachusetts
$6.21M +$2.73M +24,250 +102%
SCM
158
Spyglass Capital Management
California
$6.14M +$1.73M +15,319 +48%
AIM
159
ARK Investment Management
Florida
$6.09M +$216K +1,920 +4%
BG
160
Bollard Group
Massachusetts
$5.96M +$991K +8,800 +24%
Macquarie Group
161
Macquarie Group
Australia
$5.37M +$1.37M +12,182 +41%
DILIC
162
Dai-ichi Life Insurance Company
Japan
$5.32M +$4.63M +41,145 New
HT
163
HAP Trading
New York
$5.24M +$1.03M +9,158 +29%
Adage Capital Partners
164
Adage Capital Partners
Massachusetts
$5.17M +$1.13M +10,000 +33%
CM
165
Caption Management
Oklahoma
$5.17M +$563K +5,000 +14%
LPL Financial
166
LPL Financial
California
$5.16M +$1.48M +13,168 +49%
CWM
167
Calamos Wealth Management
Illinois
$5.08M +$13.4K +119 +0.3%
BCM
168
BlueCrest Capital Management
Jersey
$5.08M +$2.76M +24,516 +166%
AAM
169
Advisors Asset Management
Colorado
$4.99M +$2.64M +23,398 +154%
HLA
170
Hamilton Lane Advisors
Pennsylvania
$4.9M +$4.27M +37,956 New
BNP Paribas Financial Markets
171
BNP Paribas Financial Markets
France
$4.79M +$1.71M +15,153 +69%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$4.65M +$528K +4,688 +15%
AG
173
Advisor Group
Arizona
$4.64M +$2.56M +22,695 +171%
PI
174
Putnam Investments
Massachusetts
$4.58M +$4M +35,475 New
Treasurer of the State of North Carolina
175
Treasurer of the State of North Carolina
North Carolina
$4.53M +$580K +5,153 +17%

TWLO Hedge Fund Activity: Q1 2019 in Review

524 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q1 2019, worth a combined $11B — up 77% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 178 funds opened new TWLO positions and 56 closed out — a net gain of 122 holders — while 180 added to existing stakes and 119 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $281M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $151M sold.

  • 524 institutional investors held Twilio (TWLO) as of Q1 2019, up from 403 in Q4 2018.
  • Funds reported $11B of Twilio stock for Q1 2019, up 77% quarter-over-quarter.
  • 178 funds opened new Twilio positions in Q1 2019 and 56 closed out, a net change of +122 holders.
  • The largest Twilio buyer in Q1 2019 was Morgan Stanley, an estimated $281M added.
  • The largest Twilio seller in Q1 2019 was Renaissance Technologies, an estimated $151M sold.

Based on aggregated 13F filings for Q1 2019.