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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
CSS
201
Cubist Systematic Strategies
Connecticut
$1.74M +$469K +7,519 +49%
Janus Henderson Group
202
Janus Henderson Group
United Kingdom
$1.74M -$187K -3,005 -12%
NYLIM
203
New York Life Investment Management
New York
$1.73M +$42.6K +683 +3%
SCA
204
STALEY CAPITAL ADVISERS
Pennsylvania
$1.71M
CAN
205
Cetera Advisor Networks
California
$1.71M +$159K +2,555 +13%
Wealthfront Advisers
206
Wealthfront Advisers
California
$1.69M +$125K +2,013 +10%
AIMA
207
Ables Iannone Moore & Associates
Georgia
$1.69M +$1.39M +22,261 New
RC
208
RBF Capital
California
$1.63M -$1.87M -30,000 -58%
FFN
209
Focus Financial Network
Minnesota
$1.6M +$963K +15,444 +272%
AWM
210
AE Wealth Management
Kansas
$1.6M -$508K -8,157 -27%
SFWC
211
Strategic Family Wealth Counselors
New Jersey
$1.59M -$810 -13 -0.1%
PCM
212
Portolan Capital Management
Massachusetts
$1.58M -$41.5K -665 -3%
Public Employees Retirement Association of Colorado
213
Public Employees Retirement Association of Colorado
Colorado
$1.55M -$71K -1,139 -5%
Handelsbanken Fonder
214
Handelsbanken Fonder
Sweden
$1.52M -$737K -11,831 -37%
Allianz Asset Management
215
Allianz Asset Management
Germany
$1.52M +$335K +5,377 +37%
SIG
216
Stonegate Investment Group
Alabama
$1.52M
PVM
217
Palogic Value Management
Texas
$1.52M
CG
218
Circumference Group
Arkansas
$1.52M +$1.25M +20,000 New
HCM
219
Horrell Capital Management
Arkansas
$1.52M
BCIM
220
British Columbia Investment Management
British Columbia, Canada
$1.5M +$260K +4,167 +27%
Neuberger Berman Group
221
Neuberger Berman Group
New York
$1.5M -$7.45M -119,582 -86%
NAM
222
Nissay Asset Management
Japan
$1.5M -$20.9K -335 -2%
GC
223
Globeflex Capital
California
$1.5M +$1.23M +19,734 New
Acadian Asset Management
224
Acadian Asset Management
Massachusetts
$1.49M +$1.23M +19,682 New
VI
225
Versor Investments
New York
$1.49M +$1.22M +19,593 New

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.