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Turkcell

91 hedge funds and large institutions have $830M invested in Turkcell in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

0.03% less ownership

Funds ownership: 2.93%2.9% (-0.03%)

7% less funds holding

Funds holding: 9891 (-7)

15% less capital invested

Capital invested by funds: $973M → $830M (-$143M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

99% less call options, than puts

Call options by funds: $52K | Put options by funds: $9.34M

Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
10
Increased
29
Reduced
24
Closed
16
Calls
$52K
Puts
$9.34M
Net Calls
-$9.29M
Net Calls Change
-$6.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
1
Franklin Resources
California
$389M -$9.48M -676,162 -2%
Lazard Asset Management
2
Lazard Asset Management
New York
$87.2M +$9.13M +650,716 +11%
OP
3
Oldfield Partners
United Kingdom
$56.5M -$898K -64,000 -1%
Macquarie Group
4
Macquarie Group
Australia
$44.8M +$1.18M +84,332 +3%
CI Investments Inc
5
CI Investments Inc
Ontario, Canada
$30.5M +$1.99M +141,563 +6%
Wells Fargo
6
Wells Fargo
California
$27.3M -$2.43M -173,490 -8%
Morgan Stanley
7
Morgan Stanley
New York
$26.4M +$6.04M +430,313 +27%
CPP
8
Crow Point Partners
Massachusetts
$15.6M +$16.8M +1,200,000 New
TGI
9
Tradewinds Global Investors
California
$14.4M -$707K -50,408 -4%
KAM
10
Knightsbridge Asset Management
California
$13.5M -$4.98M -354,870 -26%
NLCM
11
Neon Liberty Capital Management
New York
$13.4M
GF
12
Gabelli Funds
New York
$9.71M -$7.01K -500 -0.1%
RFC
13
Russell Frank Company
Washington
$9.48M -$746K -53,217 -7%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$8.24M -$30M -2,140,030 -77%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$8.19M +$45.3K +3,230 +0.5%
USAA
16
United Services Automobile Association
Texas
$7.82M +$471K +33,600 +6%
MAA
17
Managed Account Advisors
New Jersey
$7.36M +$507K +36,163 +7%
AI
18
Ariel Investments
Illinois
$6.77M +$3.75M +267,281 +106%
PPA
19
Parametric Portfolio Associates
Washington
$5.14M +$29.7K +2,121 +0.5%
PIM
20
Platinum Investment Management
Australia
$5.13M +$1.62M +115,500 +42%
ERSOT
21
Employees Retirement System of Texas
Texas
$4.56M
Northern Trust
22
Northern Trust
Illinois
$3.38M +$1.34M +95,877 +59%
AG
23
Aperio Group
California
$3.33M -$88.5K -6,311 -2%
WBC
24
Westpac Banking Corp
Australia
$3.28M +$129K +9,194 +4%
PG
25
PEAK6 Group
Illinois
$2.44M +$1.65M +117,368 +168%

TKC Hedge Fund Activity: Q1 2015 in Review

91 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Turkcell (TKC) for Q1 2015, worth a combined $830M — down 15% from $973M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of TKC and 10 opened new positions — a net loss of 6 holders — while 24 trimmed existing stakes and 29 added.

The largest buyer was Lazard Asset Management, adding an estimated $9.13M. The largest seller was Fidelity Investments, cutting an estimated $30M.

  • 91 institutional investors held Turkcell (TKC) as of Q1 2015, down from 98 in Q4 2014.
  • Funds reported $830M of Turkcell stock for Q1 2015, down 15% quarter-over-quarter.
  • 10 funds opened new Turkcell positions in Q1 2015 and 16 closed out, a net change of -6 holders.
  • The largest Turkcell buyer in Q1 2015 was Lazard Asset Management, an estimated $9.13M added.
  • The largest Turkcell seller in Q1 2015 was Fidelity Investments, an estimated $30M sold.

Based on aggregated 13F filings for Q1 2015.