Telephone and Data Systems
255 hedge funds and large institutions have $1.46B invested in Telephone and Data Systems in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 89 increasing their positions, 108 reducing their positions, and 29 closing their positions.
194% more call options, than puts
Call options by funds: $56.4M | Put options by funds: $19.2M
1.03% less ownership
Funds ownership: 86.83% → 85.8% (-1%)
3% less funds holding
Funds holding: 264 → 255 (-9)
14% less capital invested
Capital invested by funds: $1.69B → $1.46B (-$233M)
18% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 108
21% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 29
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$11.5M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$6.62M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$5.52M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$29.8M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$9.19M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$7.95M |
| 4 |
HI
HBK Investments
Dallas,
Texas
|
-$6.32M |
| 5 |
SPS
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
|
-$5.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIM
276
Anchor Investment Management
Columbia,
South Carolina
| – | -$45.9K | -2,500 | Closed |
|
|
GWS
277
Glassman Wealth Services
Vienna,
Virginia
| – | -$6.17K | -336 | Closed |
|
|
LSA
278
Leonteq Securities AG
Zurich,
Switzerland
| – | -$5.14K | -280 | Closed |
|
|
OLVIG
279
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| – | -$3.67K | -200 | Closed |
|
280
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -143 | Closed |
|
281
Robeco Institutional Asset Management
Rotterdam,
Netherlands
| – | -$1.83K | -100 | Closed |
|
|
AF
282
Advisornet Financial
Minnetonka,
Minnesota
| – | -$55 | -3 | Closed |
|
|
DPW
283
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| – | -$19 | -1 | Closed |
|
TDS Hedge Fund Activity: Q1 2024 in Review
255 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q1 2024, worth a combined $1.46B — down 14% from $1.69B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of TDS and 23 opened new positions — a net loss of 6 holders — while 108 trimmed existing stakes and 89 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $12.4M. The largest seller was Morgan Stanley, cutting an estimated $29.8M.
- 255 institutional investors held Telephone and Data Systems (TDS) as of Q1 2024, down from 264 in Q4 2023.
- Funds reported $1.46B of Telephone and Data Systems stock for Q1 2024, down 14% quarter-over-quarter.
- 23 funds opened new Telephone and Data Systems positions in Q1 2024 and 29 closed out, a net change of -6 holders.
- The largest Telephone and Data Systems buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $12.4M added.
- The largest Telephone and Data Systems seller in Q1 2024 was Morgan Stanley, an estimated $29.8M sold.
Based on aggregated 13F filings for Q1 2024.