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Telephone and Data Systems

299 hedge funds and large institutions have $2.9B invested in Telephone and Data Systems in 2019 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 92 increasing their positions, 124 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.23% more ownership

Funds ownership: 88.17%89.41% (+1.2%)

1% more capital invested

Capital invested by funds: $2.88B → $2.9B (+$15.7M)

2% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 45

2% less funds holding

Funds holding: 305299 (-6)

24% less call options, than puts

Call options by funds: $1.79M | Put options by funds: $2.37M

26% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 124

Holders
299
Holders Change
-6
Holders Change %
-1.97%
% of All Funds
6.49%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
44
Increased
92
Reduced
124
Closed
45
Calls
$1.79M
Puts
$2.37M
Net Calls
-$575K
Net Calls Change
-$147K
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
26
Sadoff Investment Management
Wisconsin
$18M -$86K -2,755 -0.5%
PPA
27
Parametric Portfolio Associates
Washington
$17.9M -$343K -10,970 -2%
N
28
Natixis
France
$16.2M +$1.61M +51,406 +11%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$16.2M +$3.32M +106,450 +25%
NM
30
NWI Management
New York
$15.8M
Allianz Asset Management
31
Allianz Asset Management
Germany
$15.7M +$3.5M +112,069 +28%
Bank of America
32
Bank of America
North Carolina
$14.5M -$2.78M -88,983 -16%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$12.9M -$2.16M -69,179 -14%
Millennium Management
34
Millennium Management
New York
$12.8M -$16M -513,326 -55%
Principal Financial Group
35
Principal Financial Group
Iowa
$12.6M -$927K -29,676 -7%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$12.6M -$11M -353,438 -46%
Invesco
37
Invesco
Georgia
$12.5M +$4.58M +146,603 +55%
JP Morgan Chase
38
JP Morgan Chase
New York
$12.4M +$1.06M +33,988 +9%
ProShare Advisors
39
ProShare Advisors
Maryland
$12.2M +$3.32M +106,151 +36%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$10.9M -$79.2K -2,537 -0.7%
Wells Fargo
41
Wells Fargo
California
$10.7M +$4.32M +138,220 +65%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$10.3M -$2.75K -88 -0%
Deutsche Bank
43
Deutsche Bank
Germany
$10.3M +$1.24M +39,608 +13%
AAM
44
Advisors Asset Management
Colorado
$10M -$4.55M -145,561 -31%
Legal & General Group
45
Legal & General Group
United Kingdom
$9.02M +$3.51M +112,220 +61%
PA
46
Pinnacle Associates
New York
$7.53M -$451K -14,443 -6%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$7.47M -$2.11M -67,500 -22%
AllianceBernstein
48
AllianceBernstein
Tennessee
$7.33M +$698K +22,350 +10%
QI
49
QS Investors
New York
$7.2M +$2.32M +74,175 +46%
Morgan Stanley
50
Morgan Stanley
New York
$7.17M +$4.22M +134,956 +134%

TDS Hedge Fund Activity: Q2 2019 in Review

299 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q2 2019, worth a combined $2.9B — up 0.54% from $2.88B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of TDS and 44 opened new positions — a net loss of 1 holder — while 124 trimmed existing stakes and 92 added.

The largest buyer was First Trust Advisors, adding an estimated $58.6M. The largest seller was Copper Rock Capital Partners, exiting entirely with an estimated $19.1M sold.

  • 299 institutional investors held Telephone and Data Systems (TDS) as of Q2 2019, down from 305 in Q1 2019.
  • Funds reported $2.9B of Telephone and Data Systems stock for Q2 2019, up 0.54% quarter-over-quarter.
  • 44 funds opened new Telephone and Data Systems positions in Q2 2019 and 45 closed out, a net change of -1 holder.
  • The largest Telephone and Data Systems buyer in Q2 2019 was First Trust Advisors, an estimated $58.6M added.
  • The largest Telephone and Data Systems seller in Q2 2019 was Copper Rock Capital Partners, an estimated $19.1M sold.

Based on aggregated 13F filings for Q2 2019.