We are live on ! Find out more
TDS icon

Telephone and Data Systems

217 hedge funds and large institutions have $1.82B invested in Telephone and Data Systems in 2021 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $4.13M | Put options by funds: $2.73M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

9% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 87

1.32% less ownership

Funds ownership: 88.18%86.87% (-1.3%)

3% less funds holding

Funds holding: 224217 (-7)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

15% less capital invested

Capital invested by funds: $2.13B → $1.82B (-$313M)

Holders
217
Holders Change
-7
Holders Change %
-3.13%
% of All Funds
3.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
79
Reduced
87
Closed
28
Calls
$4.13M
Puts
$2.73M
Net Calls
+$1.4M
Net Calls Change
-$1.67M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$310M +$22M +1,061,890 +7%
BlackRock
2
BlackRock
New York
$230M -$34.5M -1,662,479 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$195M +$508K +24,483 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$128M -$13.1M -631,135 -9%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$63.8M +$10M +483,748 +17%
Goldman Sachs
6
Goldman Sachs
New York
$50.1M +$6.19M +298,367 +13%
GF
7
Gabelli Funds
New York
$47.8M -$425K -20,500 -0.8%
PMG
8
Private Management Group
California
$45.3M +$11.7M +563,972 +32%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$38.3M +$5.82M +280,259 +17%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$37.2M +$481K +23,157 +1%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$34.5M +$36.6M +1,765,550 +49,945%
Northern Trust
12
Northern Trust
Illinois
$32.9M -$1.01M -48,708 -3%
GI
13
GAMCO Investors
Connecticut
$32.8M -$337K -16,255 -1%
Ameriprise
14
Ameriprise
Minnesota
$30.3M +$805K +38,810 +3%
Jacobs Levy Equity Management
15
Jacobs Levy Equity Management
New Jersey
$27.4M +$2.77M +133,549 +11%
ProShare Advisors
16
ProShare Advisors
Maryland
$26.2M +$2.16M +104,256 +8%
Morgan Stanley
17
Morgan Stanley
New York
$25M -$3.47M -167,039 -12%
Invesco
18
Invesco
Georgia
$24.3M +$4.48M +216,064 +21%
ECP
19
Empyrean Capital Partners
California
$19M
Charles Schwab
20
Charles Schwab
California
$18.1M +$664K +31,974 +4%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$16.9M -$178K -8,600 -1%
Norges Bank
22
Norges Bank
Norway
$15.9M -$1.8M -86,492 -10%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$15.4M +$4.74M +228,525 +41%
Renaissance Technologies
24
Renaissance Technologies
New York
$14.9M -$6.55M -315,771 -29%
AQR Capital Management
25
AQR Capital Management
Connecticut
$14.2M +$1.51M +72,673 +11%

TDS Hedge Fund Activity: Q3 2021 in Review

217 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q3 2021, worth a combined $1.82B — down 15% from $2.13B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of TDS and 24 opened new positions — a net loss of 4 holders — while 87 trimmed existing stakes and 79 added.

The largest buyer was William Blair Investment Management, adding an estimated $36.6M. The largest seller was BlackRock, cutting an estimated $34.5M.

  • 217 institutional investors held Telephone and Data Systems (TDS) as of Q3 2021, down from 224 in Q2 2021.
  • Funds reported $1.82B of Telephone and Data Systems stock for Q3 2021, down 15% quarter-over-quarter.
  • 24 funds opened new Telephone and Data Systems positions in Q3 2021 and 28 closed out, a net change of -4 holders.
  • The largest Telephone and Data Systems buyer in Q3 2021 was William Blair Investment Management, an estimated $36.6M added.
  • The largest Telephone and Data Systems seller in Q3 2021 was BlackRock, an estimated $34.5M sold.

Based on aggregated 13F filings for Q3 2021.