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Telephone and Data Systems

244 hedge funds and large institutions have $2.08B invested in Telephone and Data Systems in 2021 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 89 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

342% more call options, than puts

Call options by funds: $9.87M | Put options by funds: $2.23M

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more capital invested

Capital invested by funds: $1.68B → $2.08B (+$401M)

1% more funds holding

Funds holding: 241244 (+3)

10% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 41

0.15% more ownership

Funds ownership: 84.84%84.99% (+0.15%)

10% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 89

Holders
244
Holders Change
+3
Holders Change %
+1.24%
% of All Funds
4.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
45
Increased
80
Reduced
89
Closed
41
Calls
$9.87M
Puts
$2.23M
Net Calls
+$7.64M
Net Calls Change
+$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$16.4M +$10.4M +507,592 +244%
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$16.4M +$6.32M +309,777 +76%
PAM
28
Panagora Asset Management
Massachusetts
$16.1M +$10.9M +533,986 +319%
Principal Financial Group
29
Principal Financial Group
Iowa
$15.4M +$5.34M +261,306 +64%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$15.3M +$4.18M +204,888 +44%
Charles Schwab
31
Charles Schwab
California
$15.1M +$763K +37,351 +6%
AQR Capital Management
32
AQR Capital Management
Connecticut
$14.7M -$917K -44,905 -7%
ACH
33
ArrowMark Colorado Holdings
Colorado
$14M +$12.5M +611,000 New
NM
34
NWI Management
New York
$12M
Goldman Sachs
35
Goldman Sachs
New York
$11.9M +$2.17M +106,509 +26%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$11.5M -$56.6K -2,773 -0.6%
Man Group
37
Man Group
United Kingdom
$11.1M -$2.18M -106,546 -18%
JP Morgan Chase
38
JP Morgan Chase
New York
$11M +$538K +26,329 +6%
Prudential Financial
39
Prudential Financial
New Jersey
$10.4M -$10.2M -500,450 -53%
DCM
40
Driehaus Capital Management
Illinois
$9.87M +$8.78M +430,000 New
EVC
41
Eidelman Virant Capital
Missouri
$8.58M -$5.12M -251,000 -40%
PA
42
Pinnacle Associates
New York
$8.43M +$171K +8,355 +2%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$8.03M -$14.4M -703,194 -67%
Legal & General Group
44
Legal & General Group
United Kingdom
$7.21M +$237K +11,607 +4%
RJA
45
Raymond James & Associates
Florida
$7.2M +$3.43M +167,931 +115%
N
46
Nuveen
North Carolina
$7.18M -$5.94M -290,910 -48%
Allianz Asset Management
47
Allianz Asset Management
Germany
$6.6M -$1.29M -63,026 -18%
PPA
48
Parametric Portfolio Associates
Washington
$6.37M -$554K -27,154 -9%
Victory Capital Management
49
Victory Capital Management
Texas
$6.33M +$2.73M +133,550 +94%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$6.25M -$64.6K -3,165 -1%

TDS Hedge Fund Activity: Q1 2021 in Review

244 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q1 2021, worth a combined $2.08B — up 24% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new TDS positions and 41 closed out — a net gain of 4 holders — while 80 added to existing stakes and 89 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $18M. The largest seller was BlackRock, cutting an estimated $28.3M.

  • 244 institutional investors held Telephone and Data Systems (TDS) as of Q1 2021, up from 241 in Q4 2020.
  • Funds reported $2.08B of Telephone and Data Systems stock for Q1 2021, up 24% quarter-over-quarter.
  • 45 funds opened new Telephone and Data Systems positions in Q1 2021 and 41 closed out, a net change of +4 holders.
  • The largest Telephone and Data Systems buyer in Q1 2021 was Arrowstreet Capital, an estimated $18M added.
  • The largest Telephone and Data Systems seller in Q1 2021 was BlackRock, an estimated $28.3M sold.

Based on aggregated 13F filings for Q1 2021.