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Telephone and Data Systems

231 hedge funds and large institutions have $1.87B invested in Telephone and Data Systems in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 76 increasing their positions, 101 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 25

17% more capital invested

Capital invested by funds: $1.6B → $1.87B (+$271M)

2% more funds holding

Funds holding: 227231 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.01% less ownership

Funds ownership: 88.63%86.62% (-2%)

18% less call options, than puts

Call options by funds: $1.55M | Put options by funds: $1.88M

25% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 101

Holders
231
Holders Change
+4
Holders Change %
+1.76%
% of All Funds
4.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
76
Reduced
101
Closed
25
Calls
$1.55M
Puts
$1.88M
Net Calls
-$337K
Net Calls Change
-$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
LSV Asset Management
126
LSV Asset Management
Illinois
$683K +$658K +34,400 New
NMIMC
127
Northwestern Mutual Investment Management Company
Wisconsin
$675K -$344 -18 -0.1%
GC
128
Guggenheim Capital
Illinois
$563K +$127K +6,646 +31%
Mitsubishi UFJ Trust & Banking
129
Mitsubishi UFJ Trust & Banking
Japan
$553K -$15.3K -800 -3%
ECM
130
ExodusPoint Capital Management
New York
$539K +$325K +17,021 +169%
Thrivent Financial for Lutherans
131
Thrivent Financial for Lutherans
Minnesota
$536K -$287K -14,993 -36%
TCOV
132
Trust Company of Vermont
Vermont
$536K
AIM
133
Aigen Investment Management
New York
$519K -$147K -7,709 -23%
CGH
134
Crossmark Global Holdings
Texas
$516K +$100K +5,230 +25%
Federated Hermes
135
Federated Hermes
Pennsylvania
$513K -$23.7K -1,239 -5%
UBS Group
136
UBS Group
Switzerland
$513K +$39.6K +2,070 +9%
LSERS
137
Louisiana State Employees Retirement System
Louisiana
$485K +$13.4K +700 +3%
NMERB
138
New Mexico Educational Retirement Board
New Mexico
$463K
RJFSA
139
Raymond James Financial Services Advisors
Florida
$452K +$435K +22,736 New
ASRS
140
Arizona State Retirement System
Arizona
$434K -$40.6K -2,124 -9%
Public Sector Pension Investment Board (PSP Investments)
141
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$416K +$400K +20,949 New
Mackenzie Financial
142
Mackenzie Financial
Ontario, Canada
$413K -$111K -5,800 -22%
Voloridge Investment Management
143
Voloridge Investment Management
Florida
$412K +$396K +20,710 New
COPPSERS
144
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$411K -$45.1K -2,357 -10%
TRCT
145
Tower Research Capital (TRC)
New York
$404K +$383K +20,055 +8,186%
Barclays
146
Barclays
United Kingdom
$403K +$326K +17,058 +531%
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$395K +$120K +6,261 +46%
CWM
148
Circle Wealth Management
New Jersey
$394K -$22.9K -1,200 -6%
AW
149
Alpha Windward
Massachusetts
$380K +$358K +18,704 +4,453%
MLICM
150
Metropolitan Life Insurance Company (MetLife)
New York
$377K -$136K -7,115 -27%

TDS Hedge Fund Activity: Q2 2020 in Review

231 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q2 2020, worth a combined $1.87B — up 17% from $1.6B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new TDS positions and 25 closed out — a net gain of 6 holders — while 76 added to existing stakes and 101 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $12.7M. The largest seller was First Trust Advisors, cutting an estimated $25M.

  • 231 institutional investors held Telephone and Data Systems (TDS) as of Q2 2020, up from 227 in Q1 2020.
  • Funds reported $1.87B of Telephone and Data Systems stock for Q2 2020, up 17% quarter-over-quarter.
  • 31 funds opened new Telephone and Data Systems positions in Q2 2020 and 25 closed out, a net change of +6 holders.
  • The largest Telephone and Data Systems buyer in Q2 2020 was AQR Capital Management, an estimated $12.7M added.
  • The largest Telephone and Data Systems seller in Q2 2020 was First Trust Advisors, an estimated $25M sold.

Based on aggregated 13F filings for Q2 2020.