Telephone and Data Systems
233 hedge funds and large institutions have $1.33B invested in Telephone and Data Systems in 2022 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 29 closing their positions.
1,177% more call options, than puts
Call options by funds: $3.52M | Put options by funds: $276K
1.76% more ownership
Funds ownership: 88.26% → 90.02% (+1.8%)
7% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 29
5% more repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 81
0% more funds holding
Funds holding: 232 → 233 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less capital invested
Capital invested by funds: $1.5B → $1.33B (-$164M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$63.3M |
| 2 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$3.47M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$2.95M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$2.88M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$20.6M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$7.17M |
| 3 |
Millennium Management
New York
|
-$6.67M |
| 4 |
Goldman Sachs
New York
|
-$5.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MM
251
MQS Management
New York
| – | -$171K | -10,850 | Closed |
|
|
PCM
252
Prelude Capital Management
New York
| – | -$169K | -10,682 | Closed |
|
|
PHK
253
Point72 Hong Kong
Hong Kong
| – | -$118K | -7,485 | Closed |
|
|
ECM
254
EMC Capital Management
Houston,
Texas
| – | -$50K | -3,172 | Closed |
|
|
IHWM
255
Iron Horse Wealth Management
Johston,
Iowa
| – | -$20K | -1,236 | Closed |
|
256
Rockefeller Capital Management
New York
| – | -$4.45K | -280 | -90% |
|
|
SC
257
Schubert & Co
Mckinney,
Texas
| – | -$159 | -10 | -22% |
|
|
DI
258
Disciplined Investments
Tulsa,
Oklahoma
| – | +$32 | +2 | +12% |
|
|
AF
259
Allworth Financial
Folsom,
California
| – | +$223 | +14 | +200% |
|
|
SIC
260
SJS Investment Consulting
Sylvania,
Ohio
| – | +$286 | +18 | New |
|
|
PWMG
261
Prestige Wealth Management Group
Flemington,
New Jersey
| – | +$556 | +35 | New |
|
TDS Hedge Fund Activity: Q3 2022 in Review
233 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q3 2022, worth a combined $1.33B — down 11% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new TDS positions and 29 closed out — a net gain of 2 holders — while 85 added to existing stakes and 81 trimmed.
The largest buyer was State Street, adding an estimated $63.3M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $20.6M.
- 233 institutional investors held Telephone and Data Systems (TDS) as of Q3 2022, up from 232 in Q2 2022.
- Funds reported $1.33B of Telephone and Data Systems stock for Q3 2022, down 11% quarter-over-quarter.
- 31 funds opened new Telephone and Data Systems positions in Q3 2022 and 29 closed out, a net change of +2 holders.
- The largest Telephone and Data Systems buyer in Q3 2022 was State Street, an estimated $63.3M added.
- The largest Telephone and Data Systems seller in Q3 2022 was Jacobs Levy Equity Management, an estimated $20.6M sold.
Based on aggregated 13F filings for Q3 2022.