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Telephone and Data Systems

226 hedge funds and large institutions have $1.92B invested in Telephone and Data Systems in 2021 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 72 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $4.53M | Put options by funds: $1.71M

33% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 33

19% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 72

6% more capital invested

Capital invested by funds: $1.82B → $1.92B (+$101M)

4% more funds holding

Funds holding: 217226 (+9)

1.98% more ownership

Funds ownership: 86.87%88.85% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
226
Holders Change
+9
Holders Change %
+4.15%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
44
Increased
86
Reduced
72
Closed
33
Calls
$4.53M
Puts
$1.71M
Net Calls
+$2.82M
Net Calls Change
+$1.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$331M +$90M +4,612,655 +39%
State Street
2
State Street
Massachusetts
$283M -$36.3M -1,859,987 -12%
Vanguard Group
3
Vanguard Group
Pennsylvania
$223M +$20.6M +1,056,154 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$123M -$8.58M -439,656 -7%
PMG
5
Private Management Group
California
$53.3M +$6.26M +321,113 +14%
Goldman Sachs
6
Goldman Sachs
New York
$51.2M -$570K -29,201 -1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$50.3M -$15.1M -775,318 -24%
GF
8
Gabelli Funds
New York
$48.3M -$1.11M -57,000 -2%
Ameriprise
9
Ameriprise
Minnesota
$37.9M +$6.35M +325,366 +21%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$36.4M -$3.08M -157,756 -8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$36M -$2.37M -121,725 -6%
GI
12
GAMCO Investors
Connecticut
$35.2M +$1.3M +66,505 +4%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$33.1M -$2.51M -128,593 -7%
Invesco
14
Invesco
Georgia
$32M +$6.73M +344,986 +28%
Morgan Stanley
15
Morgan Stanley
New York
$31M +$4.98M +255,206 +20%
Northern Trust
16
Northern Trust
Illinois
$25.4M -$8.37M -428,966 -25%
Jacobs Levy Equity Management
17
Jacobs Levy Equity Management
New Jersey
$25.3M -$2.9M -148,892 -11%
Norges Bank
18
Norges Bank
Norway
$19.9M +$3.37M +172,497 +21%
Charles Schwab
19
Charles Schwab
California
$19.5M +$767K +39,325 +4%
AQR Capital Management
20
AQR Capital Management
Connecticut
$17.6M +$2.89M +148,144 +20%
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$17M -$478K -24,512 -3%
Principal Financial Group
22
Principal Financial Group
Iowa
$16.5M +$4.81M +246,580 +43%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$16M +$41K +2,104 +0.3%
RJA
24
Raymond James & Associates
Florida
$14.7M +$1.19M +61,033 +9%
LSV Asset Management
25
LSV Asset Management
Illinois
$12.7M -$1.56M -80,100 -11%

TDS Hedge Fund Activity: Q4 2021 in Review

226 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q4 2021, worth a combined $1.92B — up 5.5% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TDS positions and 33 closed out — a net gain of 11 holders — while 86 added to existing stakes and 72 trimmed.

The largest buyer was BlackRock, adding an estimated $90M. The largest seller was State Street, cutting an estimated $36.3M.

  • 226 institutional investors held Telephone and Data Systems (TDS) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $1.92B of Telephone and Data Systems stock for Q4 2021, up 5.5% quarter-over-quarter.
  • 44 funds opened new Telephone and Data Systems positions in Q4 2021 and 33 closed out, a net change of +11 holders.
  • The largest Telephone and Data Systems buyer in Q4 2021 was BlackRock, an estimated $90M added.
  • The largest Telephone and Data Systems seller in Q4 2021 was State Street, an estimated $36.3M sold.

Based on aggregated 13F filings for Q4 2021.