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TDJ

TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060,
TDJ

Delisted

TDJ was delisted on the 11th of May, 2021.

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4 hedge funds and large institutions have $1.4M invested in TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, in 2019 Q4 according to their latest regulatory filings, with funds opening new positions, 2 increasing their positions, reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.31M → $1.4M (+$85.5K)

20% less funds holding

Funds holding: 5 → 4 (-1)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 1

Holders
4
Holders Change
-1
Holders Change %
-20%
% of All Funds
0.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Shikiar Asset Management
New York
+$81.3K
2
WAS
Winch Advisory Services
Wisconsin
+$51

Top Sellers

Rank Fund Capital Flow
1
IWA
Intercontinental Wealth Advisors
Texas
-$7K
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1
Shikiar Asset Management
New York
$1.32M +$81.3K +3,200 +7%
ECM
2
Estabrook Capital Management
New York
$63.4K – – –
SIM
3
Sonora Investment Management
Arizona
$8K – – –
WAS
4
Winch Advisory Services
Wisconsin
$4K +$51 +2 +1%
IWA
5
Intercontinental Wealth Advisors
Texas
– -$7K -259 Closed

TDJ Hedge Fund Activity: Q4 2019 in Review

4 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, (TDJ) for Q4 2019, worth a combined $1.4M — up 6.5% from $1.31M a quarter earlier.

Sellers outnumbered buyers: 1 fund closed out of TDJ and 0 opened new positions — a net loss of 1 holder — while 0 trimmed existing stakes and 2 added.

The largest buyer was Shikiar Asset Management, adding an estimated $81.3K. The largest seller was Intercontinental Wealth Advisors, exiting entirely with an estimated $7K sold.

  • 4 institutional investors held TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, (TDJ) as of Q4 2019, down from 5 in Q3 2019.
  • Funds reported $1.4M of TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, stock for Q4 2019, up 6.5% quarter-over-quarter.
  • 0 funds opened new TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, positions in Q4 2019 and 1 closed out, a net change of -1 holder.
  • The largest TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, buyer in Q4 2019 was Shikiar Asset Management, an estimated $81.3K added.
  • The largest TELEPHONE AND DATA SYSTEMS, INC. 7% Senior Notes due 2060, seller in Q4 2019 was Intercontinental Wealth Advisors, an estimated $7K sold.

Based on aggregated 13F filings for Q4 2019.