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Twilio
TWLO

626 hedge funds and large institutions have $8.37B invested in Twilio in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 229 increasing their positions, 187 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 187

11% more call options, than puts

Call options by funds: $586M | Put options by funds: $527M

5% less funds holding

Funds holding: 659 → 626 (-33)

6.31% less ownership

Funds ownership: 81.49% → 75.19% (-6.3%)

22% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 120

22% less funds holding in top 10

Funds holding in top 10: 18 → 14 (-4)

25% less capital invested

Capital invested by funds: $11.2B → $8.37B (-$2.83B)

Holders
626
Holders Change
-33
Holders Change %
-5.01%
% of All Funds
9.02%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.2%
New
94
Increased
229
Reduced
187
Closed
120
Calls
$586M
Puts
$527M
Net Calls
+$58.5M
Net Calls Change
-$99.1M

Top Buyers

1
SHCM
Sachem Head Capital Management
New York
+$217M
2
Millennium Management
Millennium Management
New York
+$103M
3
Citadel Advisors
Citadel Advisors
Florida
+$92.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$89.9M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$77.4M

Top Sellers

1
AIM
ARK Investment Management
Florida
-$408M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$293M
3
NAMA
Nikko Asset Management Americas
New York
-$215M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$215M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$165M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
201
Circumference Group
Arkansas
$1.83M +$659K +10,000 +50%
Creative Planning
202
Creative Planning
Kansas
$1.83M +$19.8K +301 +1%
PVM
203
Palogic Value Management
Texas
$1.83M +$659K +10,000 +50%
RJFSA
204
Raymond James Financial Services Advisors
Florida
$1.81M +$125K +1,897 +7%
RJA
205
Raymond James & Associates
Florida
$1.79M -$515K -7,821 -21%
URS
206
Utah Retirement Systems
Utah
$1.79M – – –
Group One Trading
207
Group One Trading
Illinois
$1.67M -$1.08M -16,395 -37%
GIM
208
Granahan Investment Management
Massachusetts
$1.66M -$1.86M -28,276 -51%
Walleye Trading
209
Walleye Trading
New York
$1.62M +$1.75M +26,536 New
TAM
210
Titleist Asset Management
Texas
$1.54M -$1.16M -17,652 -41%
CAM
211
Cresset Asset Management
Illinois
$1.53M -$61.6K -936 -4%
CAN
212
Cetera Advisor Networks
California
$1.53M +$166K +2,526 +11%
BPA
213
Beacon Pointe Advisors
California
$1.52M -$1.01M -15,343 -38%
DnB Asset Management
214
DnB Asset Management
Norway
$1.52M -$593K -9,003 -27%
Nisa Investment Advisors
215
Nisa Investment Advisors
Missouri
$1.48M +$5.27K +80 +0.3%
AIM
216
Allen Investment Management
New York
$1.43M – – –
NYLIM
217
New York Life Investment Management
New York
$1.42M +$25.8K +391 +2%
Stifel Financial
218
Stifel Financial
Missouri
$1.41M -$1.03M -15,665 -40%
Janus Henderson Group
219
Janus Henderson Group
United Kingdom
$1.4M +$263 +4 +0%
Victory Capital Management
220
Victory Capital Management
Texas
$1.39M -$28.5K -432 -2%
OC
221
Oppenheimer & Co
New York
$1.39M -$2.12M -32,185 -59%
QCM
222
Quantinno Capital Management
New York
$1.39M +$746K +11,320 +100%
SCA
223
STALEY CAPITAL ADVISERS
Pennsylvania
$1.38M – – –
QT
224
Quantbot Technologies
New York
$1.37M +$1.48M +22,462 New
IAA
225
Independent Advisor Alliance
North Carolina
$1.36M +$1.21M +18,426 +481%
7 8
9
10 11

TWLO Hedge Fund Activity: Q1 2024 in Review

626 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q1 2024, worth a combined $8.37B — down 25% from $11.2B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of TWLO and 94 opened new positions — a net loss of 26 holders — while 187 trimmed existing stakes and 229 added.

The largest buyer was Sachem Head Capital Management, opening a new position worth an estimated $217M. The largest seller was ARK Investment Management, cutting an estimated $408M.

  • 626 institutional investors held Twilio (TWLO) as of Q1 2024, down from 659 in Q4 2023.
  • Funds reported $8.37B of Twilio stock for Q1 2024, down 25% quarter-over-quarter.
  • 94 funds opened new Twilio positions in Q1 2024 and 120 closed out, a net change of -26 holders.
  • The largest Twilio buyer in Q1 2024 was Sachem Head Capital Management, an estimated $217M added.
  • The largest Twilio seller in Q1 2024 was ARK Investment Management, an estimated $408M sold.

Based on aggregated 13F filings for Q1 2024.