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Telkom Indonesia

146 hedge funds and large institutions have $1.79B invested in Telkom Indonesia in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 42 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 42

22% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 18

12% more capital invested

Capital invested by funds: $1.59B → $1.79B (+$196M)

2% more funds holding

Funds holding: 143146 (+3)

1.53% more ownership

Funds ownership: 10.93%12.46% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

96% less call options, than puts

Call options by funds: $29K | Put options by funds: $771K

Holders
146
Holders Change
+3
Holders Change %
+2.1%
% of All Funds
4.24%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
22
Increased
53
Reduced
42
Closed
18
Calls
$29K
Puts
$771K
Net Calls
-$742K
Net Calls Change
-$128K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$806M +$134M +7,070,522 +19%
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$126M -$11M -581,034 -8%
MICM
3
Matthews International Capital Management
California
$119M +$6.02M +318,400 +5%
Wells Fargo
4
Wells Fargo
California
$83M +$14.3M +755,004 +19%
OP
5
Oldfield Partners
United Kingdom
$66.5M +$30.5M +1,616,162 +73%
SCCM
6
Schafer Cullen Capital Management
New York
$43.7M +$1.68M +88,674 +4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$40.7M +$11.2M +592,520 +35%
Grantham, Mayo, Van Otterloo & Co (GMO)
8
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$39.1M -$2.3M -121,600 -5%
State of New Jersey Common Pension Fund D
9
State of New Jersey Common Pension Fund D
New Jersey
$27.8M +$6.75M +357,200 +30%
JP Morgan Chase
10
JP Morgan Chase
New York
$26.5M +$2.52M +133,498 +10%
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$26.1M +$28.1M +1,485,460 New
RFC
12
Russell Frank Company
Washington
$25M +$3.9M +206,364 +17%
BIT
13
BlackRock Institutional Trust
California
$23.6M +$8.21M +434,598 +49%
PAMU
14
Pictet Asset Management (UK)
United Kingdom
$21.6M +$364K +19,248 +2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$20.9M +$2.12M +112,376 +11%
Nordea Investment Management
16
Nordea Investment Management
Sweden
$17.3M +$1.78M +94,146 +11%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$16M -$615K -32,532 -4%
VanEck Associates
18
VanEck Associates
New York
$15.5M -$305K -16,154 -2%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$14.5M
State Street
20
State Street
Massachusetts
$12.4M +$1.08M +57,372 +9%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$11.8M -$11M -579,864 -47%
MAA
22
Managed Account Advisors
New Jersey
$11M -$187K -9,912 -2%
BSPF
23
British Steel Pension Fund
United Kingdom
$10.7M
DCM
24
Driehaus Capital Management
Illinois
$8.43M +$8.89M +470,344 New
Wellington Management Group
25
Wellington Management Group
Massachusetts
$7.59M +$6.81M +360,296 +569%

TLK Hedge Fund Activity: Q4 2013 in Review

146 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Telkom Indonesia (TLK) for Q4 2013, worth a combined $1.79B — up 12% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TLK positions and 18 closed out — a net gain of 4 holders — while 53 added to existing stakes and 42 trimmed.

The largest buyer was Lazard Asset Management, adding an estimated $134M. The largest seller was Acadian Asset Management, cutting an estimated $11M.

  • 146 institutional investors held Telkom Indonesia (TLK) as of Q4 2013, up from 143 in Q3 2013.
  • Funds reported $1.79B of Telkom Indonesia stock for Q4 2013, up 12% quarter-over-quarter.
  • 22 funds opened new Telkom Indonesia positions in Q4 2013 and 18 closed out, a net change of +4 holders.
  • The largest Telkom Indonesia buyer in Q4 2013 was Lazard Asset Management, an estimated $134M added.
  • The largest Telkom Indonesia seller in Q4 2013 was Acadian Asset Management, an estimated $11M sold.

Based on aggregated 13F filings for Q4 2013.