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Telephone and Data Systems

254 hedge funds and large institutions have $2.58B invested in Telephone and Data Systems in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 89 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

459% more call options, than puts

Call options by funds: $967K | Put options by funds: $173K

74% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 19

10% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 89

8% more capital invested

Capital invested by funds: $2.38B → $2.58B (+$195M)

5% more funds holding

Funds holding: 242254 (+12)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 86.81%86.71% (-0.1%)

Holders
254
Holders Change
+12
Holders Change %
+4.96%
% of All Funds
6.35%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
33
Increased
98
Reduced
89
Closed
19
Calls
$967K
Puts
$173K
Net Calls
+$794K
Net Calls Change
-$3.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
101
AllianceBernstein
Tennessee
$1.98M +$48.7K +1,786 +3%
TPSF
102
Texas Permanent School Fund
Texas
$1.97M -$73.4K -2,693 -4%
GS
103
GAM Systematic
United Kingdom
$1.81M +$735K +26,966 +75%
Stifel Financial
104
Stifel Financial
Missouri
$1.66M -$97.9K -3,590 -6%
SCM
105
Stevens Capital Management
Pennsylvania
$1.66M +$1.29M +47,160 +464%
Canada Life
106
Canada Life
Manitoba, Canada
$1.55M -$37K -1,358 -2%
TC
107
TFS Capital
Pennsylvania
$1.54M -$167K -6,139 -10%
State of Wisconsin Investment Board
108
State of Wisconsin Investment Board
Wisconsin
$1.49M -$243K -8,914 -15%
Ohio Public Employees Retirement System (OPERS)
109
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.43M +$90.9K +3,333 +8%
EGM
110
Engineers Gate Manager
New York
$1.42M +$1.34M +49,301 New
Federated Hermes
111
Federated Hermes
Pennsylvania
$1.35M -$34.5K -1,267 -3%
HI
112
HBK Investments
Texas
$1.33M -$1.93M -70,708 -61%
MSA
113
Mason Street Advisors
Wisconsin
$1.26M +$15.9K +583 +1%
ICM
114
Intrepid Capital Management
Florida
$1.23M +$44.2K +1,620 +4%
MERSOM
115
Municipal Employees' Retirement System of Michigan
Michigan
$1.23M +$2.73K +100 +0.2%
Nordea Investment Management
116
Nordea Investment Management
Sweden
$1.23M +$78.1K +2,866 +7%
ASRS
117
Arizona State Retirement System
Arizona
$1.21M +$147K +5,400 +15%
LMGAM
118
Liberty Mutual Group Asset Management
Massachusetts
$1.1M -$46.5K -1,706 -4%
SOMRS
119
State of Michigan Retirement System
Michigan
$1.09M +$5.45K +200 +0.5%
CIM
120
CenturyLink Investment Management
Colorado
$1.05M -$67.3K -2,469 -6%
PA
121
Profund Advisors
Maryland
$1.05M +$250K +9,172 +34%
O
122
OppenheimerFunds
New York
$1.05M +$192K +7,050 +24%
MCIM
123
Meadow Creek Investment Management
Georgia
$1.03M +$970K +35,564 New
AIP
124
Ameritas Investment Partners
Nebraska
$985K
OPERF
125
Oregon Public Employees Retirement Fund
Oregon
$941K

TDS Hedge Fund Activity: Q4 2016 in Review

254 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q4 2016, worth a combined $2.58B — up 8.2% from $2.38B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new TDS positions and 19 closed out — a net gain of 14 holders — while 98 added to existing stakes and 89 trimmed.

The largest buyer was Millennium Management, adding an estimated $7.39M. The largest seller was Fidelity Investments, cutting an estimated $13.6M.

  • 254 institutional investors held Telephone and Data Systems (TDS) as of Q4 2016, up from 242 in Q3 2016.
  • Funds reported $2.58B of Telephone and Data Systems stock for Q4 2016, up 8.2% quarter-over-quarter.
  • 33 funds opened new Telephone and Data Systems positions in Q4 2016 and 19 closed out, a net change of +14 holders.
  • The largest Telephone and Data Systems buyer in Q4 2016 was Millennium Management, an estimated $7.39M added.
  • The largest Telephone and Data Systems seller in Q4 2016 was Fidelity Investments, an estimated $13.6M sold.

Based on aggregated 13F filings for Q4 2016.