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Telephone and Data Systems

258 hedge funds and large institutions have $1.67B invested in Telephone and Data Systems in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 73 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more call options, than puts

Call options by funds: $70.2M | Put options by funds: $11.5M

111% more capital invested

Capital invested by funds: $790M → $1.67B (+$881M)

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

11% more funds holding

Funds holding: 232258 (+26)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.24% less ownership

Funds ownership: 89.94%86.69% (-3.2%)

25% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 97

Holders
258
Holders Change
+26
Holders Change %
+11.21%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
61
Increased
73
Reduced
97
Closed
33
Calls
$70.2M
Puts
$11.5M
Net Calls
+$58.7M
Net Calls Change
+$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$13.5K +$6.42K +445 +152%
SPIA
227
Steward Partners Investment Advisory
New York
$12.4K
PTC
228
Private Trust Company
Ohio
$10.9K +$2.96K +205 +53%
PFBT
229
Parkside Financial Bank & Trust
Missouri
$10.1K +$7.94K +550 New
MIA
230
Milestone Investment Advisors
Wisconsin
$8.19K +$6.45K +447 New
UB
231
UMB Bank
Missouri
$7.63K
Mitsubishi UFJ Trust & Banking
232
Mitsubishi UFJ Trust & Banking
Japan
$7.6K +$5.99K +415 New
WT
233
Whittier Trust
California
$7.03K +$5.54K +384 New
GWS
234
Glassman Wealth Services
Virginia
$6.15K +$3.6K +249 +286%
WTG
235
West Tower Group
Virginia
$5.91K +$4.66K +323 New
HNB
236
Huntington National Bank
Ohio
$5.84K
LSA
237
Leonteq Securities AG
Switzerland
$5.13K +$4.04K +280 New
AF
238
Allworth Financial
California
$5.04K +$866 +60 +28%
JFGIW
239
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.91K -$22.1K -1,528 -85%
TWC
240
TD Waterhouse Canada
Ontario, Canada
$4.24K
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$4.12K -$23.4K -1,618 -88%
IRC
242
Investors Research Corp
Georgia
$3.99K
Bessemer Group
243
Bessemer Group
New Jersey
$3K -$3.03K -210 -59%
PWMG
244
Prestige Wealth Management Group
New Jersey
$2.38K
KFI
245
Key Financial Inc
Pennsylvania
$2.29K
HCM
246
Highlander Capital Management
New Jersey
$2K +$1.44K +100 New
GRP
247
Global Retirement Partners
California
$1.98K +$1.42K +98 +467%
FMII
248
Farmers & Merchants Investments Inc
Nebraska
$1.21K
QC
249
Quent Capital
New York
$1.14K -$650 -45 -42%
BAAM
250
Baker Avenue Asset Management
California
$1.02K

TDS Hedge Fund Activity: Q3 2023 in Review

258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q3 2023, worth a combined $1.67B — up 111% from $790M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new TDS positions and 33 closed out — a net gain of 28 holders — while 73 added to existing stakes and 97 trimmed.

The largest buyer was Third Point, opening a new position worth an estimated $30.8M. The largest seller was Invesco, cutting an estimated $102M.

  • 258 institutional investors held Telephone and Data Systems (TDS) as of Q3 2023, up from 232 in Q2 2023.
  • Funds reported $1.67B of Telephone and Data Systems stock for Q3 2023, up 111% quarter-over-quarter.
  • 61 funds opened new Telephone and Data Systems positions in Q3 2023 and 33 closed out, a net change of +28 holders.
  • The largest Telephone and Data Systems buyer in Q3 2023 was Third Point, an estimated $30.8M added.
  • The largest Telephone and Data Systems seller in Q3 2023 was Invesco, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2023.