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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
CIBC Asset Management
176
CIBC Asset Management
Ontario, Canada
$116K -$11.6K -934 -8%
Stifel Financial
177
Stifel Financial
Missouri
$112K +$133K +10,720 New
P
178
Pitcairn
Pennsylvania
$108K +$128K +10,322 New
CFD
179
Creative Financial Designs
Indiana
$105K -$75.7K -6,115 -38%
GCIA
180
Gabelli & Co Investment Advisers
New York
$105K -$125K -10,100 -50%
AIP
181
Ameritas Investment Partners
Nebraska
$98K
TRCT
182
Tower Research Capital (TRC)
New York
$94K +$59.8K +4,830 +117%
Lazard Asset Management
183
Lazard Asset Management
New York
$91K +$44.9K +3,626 +71%
KBC Group
184
KBC Group
Belgium
$90K
Osaic Holdings
185
Osaic Holdings
Arizona
$80.1K +$3.96K +320 +4%
HI
186
Hoey Investments
Pennsylvania
$74.9K
DFCM
187
Dark Forest Capital Management
Puerto Rico
$73.3K +$78.7K +6,361 +1,011%
BCWM
188
Bartlett & Co Wealth Management
Ohio
$72.1K
BC
189
Bartlett & Co
Ohio
$72K
Dimensional Fund Advisors
190
Dimensional Fund Advisors
Texas
$71.9K -$1.29M -103,861 -1%
CA
191
Clearstead Advisors
Ohio
$64K -$12.4K -1,000 -14%
MLICM
192
Metropolitan Life Insurance Company (MetLife)
New York
$63.7K
SWM
193
Spire Wealth Management
Virginia
$62K +$19K +1,535 +35%
C
194
Covestor
United Kingdom
$60K -$594 -48 -0.8%
AIM
195
Anchor Investment Management
South Carolina
$52.5K
US Bancorp
196
US Bancorp
Minnesota
$46.4K -$8.31K -672 -13%
BTI
197
Blue Trust Inc
Georgia
$46K +$35.9K +2,898 +626%
SPIA
198
Steward Partners Investment Advisory
New York
$44.4K
QCG
199
Quadrant Capital Group
Ohio
$38.5K +$27.8K +2,247 +158%
MAM
200
Meeder Asset Management
Ohio
$38.2K -$5.21K -421 -10%

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.