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Telephone and Data Systems

258 hedge funds and large institutions have $1.67B invested in Telephone and Data Systems in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 73 increasing their positions, 97 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

509% more call options, than puts

Call options by funds: $70.2M | Put options by funds: $11.5M

111% more capital invested

Capital invested by funds: $790M → $1.67B (+$881M)

85% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 33

11% more funds holding

Funds holding: 232258 (+26)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.24% less ownership

Funds ownership: 89.94%86.69% (-3.2%)

25% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 97

Holders
258
Holders Change
+26
Holders Change %
+11.21%
% of All Funds
4.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
61
Increased
73
Reduced
97
Closed
33
Calls
$70.2M
Puts
$11.5M
Net Calls
+$58.7M
Net Calls Change
+$58.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$317M -$1.04M -72,041 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$214M -$7.14M -494,286 -4%
State Street
3
State Street
Massachusetts
$74.6M -$2.37M -164,304 -4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$73.4M +$7.99M +553,304 +16%
PMG
5
Private Management Group
California
$51.4M -$17.1M -1,183,622 -30%
GF
6
Gabelli Funds
New York
$41.8M -$1.44M -99,950 -4%
TP
7
Third Point
New York
$39.1M +$30.8M +2,136,832 New
GI
8
GAMCO Investors
Connecticut
$38.9M +$310K +21,483 +1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$36.8M +$1.38M +95,494 +5%
Invesco
10
Invesco
Georgia
$35.5M -$102M -7,054,936 -78%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$33M -$406K -28,089 -2%
Morgan Stanley
12
Morgan Stanley
New York
$31.2M -$2.36M -163,776 -9%
Millennium Management
13
Millennium Management
New York
$30.6M -$8.13M -563,085 -25%
American Century Companies
14
American Century Companies
Missouri
$28.9M +$2.06M +142,844 +10%
Charles Schwab
15
Charles Schwab
California
$23.9M +$841K +58,246 +5%
ICM
16
Invenomic Capital Management
Massachusetts
$22.4M +$14.7M +1,017,183 +491%
Goldman Sachs
17
Goldman Sachs
New York
$22M +$8.95M +620,180 +107%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$20.4M +$1.02M +70,832 +7%
Northern Trust
19
Northern Trust
Illinois
$20.2M +$189K +13,095 +1%
Bank of America
20
Bank of America
North Carolina
$20.1M +$2.08M +143,994 +15%
BCM
21
Bridgeway Capital Management
Texas
$19.6M +$1.31M +90,676 +9%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$19.5M +$9.38M +649,835 +157%
Marshall Wace
23
Marshall Wace
United Kingdom
$19.2M -$3.22M -222,746 -18%
HI
24
HBK Investments
Texas
$18.2M +$14.3M +992,411 New
JP Morgan Chase
25
JP Morgan Chase
New York
$18.1M -$1.97M -136,566 -12%

TDS Hedge Fund Activity: Q3 2023 in Review

258 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q3 2023, worth a combined $1.67B — up 111% from $790M a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new TDS positions and 33 closed out — a net gain of 28 holders — while 73 added to existing stakes and 97 trimmed.

The largest buyer was Third Point, opening a new position worth an estimated $30.8M. The largest seller was Invesco, cutting an estimated $102M.

  • 258 institutional investors held Telephone and Data Systems (TDS) as of Q3 2023, up from 232 in Q2 2023.
  • Funds reported $1.67B of Telephone and Data Systems stock for Q3 2023, up 111% quarter-over-quarter.
  • 61 funds opened new Telephone and Data Systems positions in Q3 2023 and 33 closed out, a net change of +28 holders.
  • The largest Telephone and Data Systems buyer in Q3 2023 was Third Point, an estimated $30.8M added.
  • The largest Telephone and Data Systems seller in Q3 2023 was Invesco, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2023.