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228 hedge funds and large institutions have $2.28B invested in Twilio in 2018 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 60 increasing their positions, 74 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 25

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

71% more capital invested

Capital invested by funds: $1.33B → $2.28B (+$948M)

15% more funds holding

Funds holding: 199228 (+29)

13% more call options, than puts

Call options by funds: $107M | Put options by funds: $95.2M

3.01% more ownership

Funds ownership: 82.09%85.1% (+3%)

19% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 74

Holders
228
Holders Change
+29
Holders Change %
+14.57%
% of All Funds
5.23%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.32%
New
54
Increased
60
Reduced
74
Closed
25
Calls
$107M
Puts
$95.2M
Net Calls
+$12.2M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
201
OneDigital Investment Advisors
Kansas
$11K
SFM
202
Signet Financial Management
New Jersey
$10K +$7.92K +250 New
IFAM
203
Institutional & Family Asset Management
Colorado
$9K +$7.6K +240 New
RWA
204
Ropes Wealth Advisors
Massachusetts
$8K
PS
205
Portfolio Solutions
Michigan
$7K
SPIA
206
Steward Partners Investment Advisory
New York
$7K
RE
207
RBC Europe
United Kingdom
$6.72K
VFA
208
Valeo Financial Advisors
Indiana
$6K -$792 -25 -14%
HNB
209
Huntington National Bank
Ohio
$5K +$4.4K +139 New
CIBC Private Wealth Group
210
CIBC Private Wealth Group
Georgia
$4K
DAM
211
Delta Asset Management
Tennessee
$4K
MFT
212
Moisand Fitzgerald Tamayo
Florida
$4K
TCM
213
Tradewinds Capital Management
Washington
$4K
BCM
214
Blume Capital Management
California
$3K
ADL
215
Asset Dedication LLC
California
$3K +$2.19K +69 New
CHP
216
Cable Hill Partners
Oregon
$2K -$12.7K -400 -89%
RFC
217
Regions Financial Corp
Alabama
$2K
TFA
218
Toth Financial Advisory
Virginia
$2K
LF
219
Lee Financial
Texas
$2K +$1.43K +45 New
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$1K -$2.56K -81 -83%
CAPTRUST Financial Advisors
221
CAPTRUST Financial Advisors
North Carolina
$1K
MWM
222
MinichMacGregor Wealth Management
New York
$1K
HMS
223
Hanseatic Management Services
New Mexico
$1K +$1.04K +33 New
Nomura Holdings
224
Nomura Holdings
Japan
$572 +$475K +15,000 New
RCM
225
Raging Capital Management
New Jersey
-$22.4M -950,000 Closed