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Telephone and Data Systems

297 hedge funds and large institutions have $3.06B invested in Telephone and Data Systems in 2018 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 111 increasing their positions, 83 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 35

65% more call options, than puts

Call options by funds: $7.79M | Put options by funds: $4.73M

34% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 83

11% more funds holding

Funds holding: 267297 (+30)

8% more capital invested

Capital invested by funds: $2.85B → $3.06B (+$214M)

0.33% less ownership

Funds ownership: 89.51%89.18% (-0.33%)

Holders
297
Holders Change
+30
Holders Change %
+11.24%
% of All Funds
6.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
65
Increased
111
Reduced
83
Closed
35
Calls
$7.79M
Puts
$4.73M
Net Calls
+$3.06M
Net Calls Change
+$1.78M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$427M -$136M -4,096,380 -24%
Vanguard Group
2
Vanguard Group
Pennsylvania
$334M +$12.3M +371,605 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$274M +$10.1M +305,937 +4%
State Street
4
State Street
Massachusetts
$252M -$41.7M -1,258,624 -14%
Renaissance Technologies
5
Renaissance Technologies
New York
$138M +$25.5M +769,824 +22%
AL
6
AJO LP
Pennsylvania
$91.2M -$10.3M -309,347 -10%
GF
7
Gabelli Funds
New York
$86.9M -$3.09M -93,300 -3%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$83.4M +$42.9M +1,293,815 +102%
GI
9
GAMCO Investors
Connecticut
$83.3M -$2.82M -84,883 -3%
Northern Trust
10
Northern Trust
Illinois
$52.2M +$5.79M +174,624 +12%
Norges Bank
11
Norges Bank
Norway
$49.9M +$1,000K +30,138 +2%
Man Group
12
Man Group
United Kingdom
$46.7M +$22.9M +689,535 +93%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$46.3M +$11.1M +334,975 +31%
Ameriprise
14
Ameriprise
Minnesota
$41.2M -$2.79M -83,966 -6%
Goldman Sachs
15
Goldman Sachs
New York
$38.5M +$11.9M +359,726 +44%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$37.6M -$10.6M -319,375 -22%
Millennium Management
17
Millennium Management
New York
$35M +$10.1M +303,794 +39%
Prudential Financial
18
Prudential Financial
New Jersey
$33.1M +$6.97M +210,195 +26%
WG
19
Winton Group
United Kingdom
$32.8M +$32.5M +980,089 +3,657%
Charles Schwab
20
Charles Schwab
California
$30.7M +$6.85M +206,560 +28%
Citadel Advisors
21
Citadel Advisors
Florida
$29.6M +$8.65M +260,903 +40%
First Trust Advisors
22
First Trust Advisors
Illinois
$28.6M +$894K +26,955 +3%
TA
23
Teachers Advisors
New York
$27.6M -$32.6M -981,378 -54%
TCIM
24
TIAA CREF Investment Management
New York
$26.7M +$1.32M +39,735 +5%
Fidelity Investments
25
Fidelity Investments
Massachusetts
$25.1M -$12.6M -379,727 -33%

TDS Hedge Fund Activity: Q4 2018 in Review

297 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q4 2018, worth a combined $3.06B — up 7.5% from $2.85B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new TDS positions and 35 closed out — a net gain of 30 holders — while 111 added to existing stakes and 83 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $42.9M. The largest seller was BlackRock, cutting an estimated $136M.

  • 297 institutional investors held Telephone and Data Systems (TDS) as of Q4 2018, up from 267 in Q3 2018.
  • Funds reported $3.06B of Telephone and Data Systems stock for Q4 2018, up 7.5% quarter-over-quarter.
  • 65 funds opened new Telephone and Data Systems positions in Q4 2018 and 35 closed out, a net change of +30 holders.
  • The largest Telephone and Data Systems buyer in Q4 2018 was Acadian Asset Management, an estimated $42.9M added.
  • The largest Telephone and Data Systems seller in Q4 2018 was BlackRock, an estimated $136M sold.

Based on aggregated 13F filings for Q4 2018.