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Telephone and Data Systems
TDS

230 hedge funds and large institutions have $2.62B invested in Telephone and Data Systems in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $775K | Put options by funds: $650K

1.4% more ownership

Funds ownership: 89.37% → 90.78% (+1.4%)

2% more capital invested

Capital invested by funds: $2.56B → $2.62B (+$60.6M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

2% less funds holding

Funds holding: 235 → 230 (-5)

11% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 83

Holders
230
Holders Change
-5
Holders Change %
-2.13%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
74
Reduced
83
Closed
27
Calls
$775K
Puts
$650K
Net Calls
+$125K
Net Calls Change
-$700K

Top Buyers

1
AL
AJO LP
Pennsylvania
+$36M
2
NIPH
NN Investment Partners Holdings
Netherlands
+$13M
3
MAM
Martingale Asset Management
Massachusetts
+$11M
4
Prudential Financial
Prudential Financial
New Jersey
+$10.9M
5
Wells Fargo
Wells Fargo
California
+$10.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$14.5M
2
State Street
State Street
Massachusetts
-$13.8M
3
BlackRock
BlackRock
New York
-$11.4M
4
First Trust Advisors
First Trust Advisors
Illinois
-$9.02M
5
BC
Brookfield Corp
Ontario, Canada
-$7.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
151
Brown Advisory
Maryland
$427K +$2.66K +94 +0.6%
RJA
152
Raymond James & Associates
Florida
$412K -$7.04K -249 -2%
D.E. Shaw & Co
153
D.E. Shaw & Co
New York
$395K -$485K -17,158 -55%
COPPSERS
154
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$373K -$8.64K -306 -2%
BCM
155
Brookstone Capital Management
Illinois
$351K +$51.5K +1,824 +17%
MCIM
156
Meadow Creek Investment Management
Georgia
$341K +$44.2K +1,564 +15%
NMIMC
157
Northwestern Mutual Investment Management Company
Wisconsin
$335K -$117K -4,146 -26%
Balyasny Asset Management
158
Balyasny Asset Management
Illinois
$327K +$331K +11,723 New
SAM
159
Securian Asset Management
Minnesota
$323K -$6.87K -243 -2%
IG
160
ING Group
Netherlands
$313K -$4.97K -176 -2%
WCM
161
Wedge Capital Management
North Carolina
$307K +$98.7K +3,492 +46%
VAM
162
Visionary Asset Management
Texas
$301K -$23.3K -824 -7%
US Bancorp
163
US Bancorp
Minnesota
$293K +$33.2K +1,175 +13%
Franklin Resources
164
Franklin Resources
California
$291K – – –
EP
165
Elkfork Partners
Oregon
$280K +$36.4K +1,288 +15%
Capstone Investment Advisors
166
Capstone Investment Advisors
New York
$263K +$267K +9,455 New
RCM
167
Riverhead Capital Management
Delaware
$253K +$33.8K +1,196 +15%
BLA
168
Balter Liquid Alternatives
Massachusetts
$249K – – –
GCP
169
GSA Capital Partners
United Kingdom
$239K +$18.8K +667 +8%
CK
170
Cohen Klingenstein
New York
$233K – – –
MA
171
MUFG Americas
New York
$229K – – –
OI
172
Oakbrook Investments
Illinois
$228K +$5.65K +200 +3%
Teacher Retirement System of Texas
173
Teacher Retirement System of Texas
Texas
$226K +$7.15K +253 +3%
GHCM
174
Glen Harbor Capital Management
California
$220K +$28.6K +1,012 +15%
SMC
175
Smith, Moore & Co
Missouri
$215K +$218K +7,700 New
5 6
7
8 9

TDS Hedge Fund Activity: Q3 2017 in Review

230 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q3 2017, worth a combined $2.62B — up 2.4% from $2.56B a quarter earlier.

Fund positioning in TDS was balanced in Q3 2017: 27 funds opened new positions, 27 closed out, 74 added to existing stakes and 83 trimmed.

The largest buyer was AJO LP, adding an estimated $36M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 230 institutional investors held Telephone and Data Systems (TDS) as of Q3 2017, down from 235 in Q2 2017.
  • Funds reported $2.62B of Telephone and Data Systems stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 27 funds opened new Telephone and Data Systems positions in Q3 2017 and 27 closed out, a net change of 0 holders.
  • The largest Telephone and Data Systems buyer in Q3 2017 was AJO LP, an estimated $36M added.
  • The largest Telephone and Data Systems seller in Q3 2017 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2017.