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Telephone and Data Systems

244 hedge funds and large institutions have $1.03B invested in Telephone and Data Systems in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $590K | Put options by funds: $387K

48% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 29

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

8.8% more ownership

Funds ownership: 90.02%98.82% (+8.8%)

5% more funds holding

Funds holding: 233244 (+11)

23% less capital invested

Capital invested by funds: $1.33B → $1.03B (-$304M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
244
Holders Change
+11
Holders Change %
+4.72%
% of All Funds
3.92%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
43
Increased
94
Reduced
78
Closed
29
Calls
$590K
Puts
$387K
Net Calls
+$203K
Net Calls Change
-$3.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
151
Bank of Montreal
Ontario, Canada
$188K -$33.4K -2,703 -13%
PMEF
152
Point72 Middle East FZE
United Arab Emirates
$183K +$216K +17,417 New
API
153
Advisor Partners II
California
$181K +$13K +1,054 +7%
AWS
154
Atria Wealth Solutions
New York
$164K +$7.42K +600 +4%
SSG
155
Summit Securities Group
New York
$160K +$188K +15,231 New
TCOV
156
Trust Company of Vermont
Vermont
$159K
DA
157
Duality Advisers
Florida
$158K +$186K +15,053 New
HighTower Advisors
158
HighTower Advisors
Illinois
$147K +$172K +13,867 New
PTC
159
Petrus Trust Company
Texas
$143K +$168K +13,596 New
D.E. Shaw & Co
160
D.E. Shaw & Co
New York
$142K +$167K +13,500 New
VIA
161
Vident Investment Advisory
Georgia
$134K -$1.3M -105,401 -89%
PCM
162
Prelude Capital Management
New York
$133K +$157K +12,682 New
BC
163
Bridgefront Capital
Texas
$133K +$156K +12,639 New
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$132K -$78.8K -6,372 -34%
SAM
165
Shell Asset Management
Netherlands
$130K -$29.9K -2,419 -16%
KOC
166
Koss-Olinger Consulting
Florida
$129K +$152K +12,323 New
AIM
167
Aigen Investment Management
New York
$129K +$152K +12,279 New
ABLA
168
Alan B. Lancz & Associates
Ohio
$127K -$1.35K -109 -1%
CAPTRUST Financial Advisors
169
CAPTRUST Financial Advisors
North Carolina
$127K -$43.8K -3,542 -23%
DT
170
Diversified Trust
Tennessee
$126K -$71.6K -5,789 -33%
Public Employees Retirement Association of Colorado
171
Public Employees Retirement Association of Colorado
Colorado
$123K
CANY
172
Caxton Associates (New York)
New York
$119K -$506K -40,855 -78%
PAMS
173
Pictet Asset Management (Switzerland)
Switzerland
$118K +$139K +11,203 New
PFO
174
Pathstone Family Office
New Jersey
$117K -$91.6K -7,402 -26%
Zurich Cantonal Bank
175
Zurich Cantonal Bank
Switzerland
$116K -$32K -2,583 -19%

TDS Hedge Fund Activity: Q4 2022 in Review

244 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q4 2022, worth a combined $1.03B — down 23% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new TDS positions and 29 closed out — a net gain of 14 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was Invesco, adding an estimated $57M. The largest seller was State Street, cutting an estimated $42.7M.

  • 244 institutional investors held Telephone and Data Systems (TDS) as of Q4 2022, up from 233 in Q3 2022.
  • Funds reported $1.03B of Telephone and Data Systems stock for Q4 2022, down 23% quarter-over-quarter.
  • 43 funds opened new Telephone and Data Systems positions in Q4 2022 and 29 closed out, a net change of +14 holders.
  • The largest Telephone and Data Systems buyer in Q4 2022 was Invesco, an estimated $57M added.
  • The largest Telephone and Data Systems seller in Q4 2022 was State Street, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2022.