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Telephone and Data Systems

301 hedge funds and large institutions have $3.31B invested in Telephone and Data Systems in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 80 increasing their positions, 121 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

72% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 39

51% more capital invested

Capital invested by funds: $2.19B → $3.31B (+$1.12B)

9% more funds holding

Funds holding: 276301 (+25)

2.63% more ownership

Funds ownership: 89.41%92.04% (+2.6%)

2% less call options, than puts

Call options by funds: $64M | Put options by funds: $65.1M

34% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 121

Holders
301
Holders Change
+25
Holders Change %
+9.06%
% of All Funds
3.96%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
67
Increased
80
Reduced
121
Closed
39
Calls
$64M
Puts
$65.1M
Net Calls
-$1.14M
Net Calls Change
-$67M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$557M -$9.96M -327,212 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$414M -$4.79M -157,349 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$213M -$1.29M -42,432 -0.7%
TP
4
Third Point
New York
$205M +$95.1M +3,125,000 +109%
State Street
5
State Street
Massachusetts
$143M +$4.47M +146,825 +4%
American Century Companies
6
American Century Companies
Missouri
$110M +$6.2M +203,897 +7%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$78M -$131K -4,316 -0.2%
Morgan Stanley
8
Morgan Stanley
New York
$69.3M -$284K -9,332 -0.5%
GI
9
GAMCO Investors
Connecticut
$65.3M -$835K -27,438 -1%
CCM
10
Carronade Capital Management
Connecticut
$64.8M +$57.8M +1,900,707 New
GF
11
Gabelli Funds
New York
$64.8M +$630K +20,721 +1%
SPC
12
Silver Point Capital
Connecticut
$62.8M +$18M +590,000 +47%
Goldman Sachs
13
Goldman Sachs
New York
$58.3M -$1.28M -42,096 -2%
N
14
Nuveen
North Carolina
$50M +$210K +6,914 +0.5%
FC
15
Foursixthree Capital
New York
$46.1M +$41.1M +1,350,816 New
Charles Schwab
16
Charles Schwab
California
$46.1M -$3.45M -113,425 -8%
PMG
17
Private Management Group
California
$44.4M -$14.4M -474,874 -27%
Invesco
18
Invesco
Georgia
$44M -$8.33M -273,887 -18%
Ameriprise
19
Ameriprise
Minnesota
$42.9M +$1.39M +45,619 +4%
Northern Trust
20
Northern Trust
Illinois
$39.6M +$2.95M +96,849 +9%
BCM
21
Bridgeway Capital Management
Texas
$33.8M -$5.83M -191,584 -16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$31.4M -$8.77M -288,408 -24%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$29.7M -$8.6M -282,795 -25%
UBS Group
24
UBS Group
Switzerland
$28.3M +$18.2M +597,505 +258%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$27.3M -$4.32M -142,103 -15%

TDS Hedge Fund Activity: Q4 2024 in Review

301 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q4 2024, worth a combined $3.31B — up 51% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new TDS positions and 39 closed out — a net gain of 28 holders — while 80 added to existing stakes and 121 trimmed.

The largest buyer was Third Point, adding an estimated $95.1M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.4M sold.

  • 301 institutional investors held Telephone and Data Systems (TDS) as of Q4 2024, up from 276 in Q3 2024.
  • Funds reported $3.31B of Telephone and Data Systems stock for Q4 2024, up 51% quarter-over-quarter.
  • 67 funds opened new Telephone and Data Systems positions in Q4 2024 and 39 closed out, a net change of +28 holders.
  • The largest Telephone and Data Systems buyer in Q4 2024 was Third Point, an estimated $95.1M added.
  • The largest Telephone and Data Systems seller in Q4 2024 was Arrowstreet Capital, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2024.