Twilio
TWLO
608 hedge funds and large institutions have $7.72B invested in Twilio in 2024 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 186 increasing their positions, 217 reducing their positions, and 88 closing their positions.
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
8% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 88
0% more funds holding
Funds holding: 605 → 608 (+3)
4% less call options, than puts
Call options by funds: $384M | Put options by funds: $399M
1.66% less ownership
Funds ownership: 75.29% → 73.63% (-1.7%)
14% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 217
48% less capital inflows, than outflows
Capital inflows: $672M | Capital outflows: $1.29B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$37.7M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$34.6M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$34.1M |
| 4 |
LMR Partners
London,
United Kingdom
|
+$31.1M |
| 5 |
IEQ Capital
Foster City,
California
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$209M |
| 2 |
Kodai Capital Management
Chicago,
Illinois
|
-$161M |
| 3 |
Millennium Management
New York
|
-$155M |
| 4 |
Generation Investment Management
London,
United Kingdom
|
-$91M |
| 5 |
Pictet Asset Management
Carouge,
Switzerland
|
-$61.1M |
TWLO Hedge Fund Activity: Q3 2024 in Review
608 of the 6,983 institutional investors tracked by Wall St. Rank reported a position in Twilio (TWLO) for Q3 2024, worth a combined $7.72B — up 5.5% from $7.32B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new TWLO positions and 88 closed out — a net gain of 7 holders — while 186 added to existing stakes and 217 trimmed.
The largest buyer was Robeco Institutional Asset Management, adding an estimated $37.7M. The largest seller was VOYA Investment Management, cutting an estimated $209M.
- 608 institutional investors held Twilio (TWLO) as of Q3 2024, up from 605 in Q2 2024.
- Funds reported $7.72B of Twilio stock for Q3 2024, up 5.5% quarter-over-quarter.
- 95 funds opened new Twilio positions in Q3 2024 and 88 closed out, a net change of +7 holders.
- The largest Twilio buyer in Q3 2024 was Robeco Institutional Asset Management, an estimated $37.7M added.
- The largest Twilio seller in Q3 2024 was VOYA Investment Management, an estimated $209M sold.
Based on aggregated 13F filings for Q3 2024.