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T-Mobile US

635 hedge funds and large institutions have $22B invested in T-Mobile US in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 207 increasing their positions, 247 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 76

9% more capital invested

Capital invested by funds: $20.2B → $22B (+$1.83B)

1% more funds holding

Funds holding: 629635 (+6)

0.43% more ownership

Funds ownership: 34.37%34.8% (+0.43%)

5% less call options, than puts

Call options by funds: $524M | Put options by funds: $550M

9% less funds holding in top 10

Funds holding in top 10: 3229 (-3)

16% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 247

Holders
635
Holders Change
+6
Holders Change %
+0.95%
% of All Funds
13.79%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.63%
New
90
Increased
207
Reduced
247
Closed
76
Calls
$524M
Puts
$550M
Net Calls
-$25.8M
Net Calls Change
-$115M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$32.8M +$8.31M +111,855 +34%
DIA
102
Dana Investment Advisors
Wisconsin
$32.4M -$3.64M -48,986 -10%
FCM
103
Farallon Capital Management
California
$31.6M +$31.6M +425,780 New
Mitsubishi UFJ Trust & Banking
104
Mitsubishi UFJ Trust & Banking
Japan
$31.4M +$4.03M +54,232 +14%
SGDR
105
SPX Gestao de Recursos
Brazil
$31M +$31.1M +418,086 New
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$30.8M -$163K -2,195 -0.5%
Alyeska Investment Group
107
Alyeska Investment Group
Illinois
$30.3M +$19M +255,311 +166%
Russell Investments Group
108
Russell Investments Group
United Kingdom
$30.1M -$2.31M -31,072 -7%
Parnassus Investments
109
Parnassus Investments
California
$27.6M
TAL
110
TIG Advisors LLC
New York
$27.6M -$79.7M -1,072,948 -74%
GI
111
GAMCO Investors
Connecticut
$27.3M -$2.33M -31,320 -8%
RhumbLine Advisers
112
RhumbLine Advisers
Massachusetts
$27.1M -$829K -11,160 -3%
Barclays
113
Barclays
United Kingdom
$26.5M +$4.72M +63,580 +22%
Canada Pension Plan Investment Board
114
Canada Pension Plan Investment Board
Ontario, Canada
$26.1M -$19.5M -261,922 -43%
TCP
115
ThornTree Capital Partners
Massachusetts
$25.8M +$4.46M +60,006 +21%
DekaBank Deutsche Girozentrale
116
DekaBank Deutsche Girozentrale
Germany
$25.2M -$1.86M -25,039 -7%
HA
117
H2O AM
United Kingdom
$25.2M +$2.61M +35,122 +12%
GF
118
Gabelli Funds
New York
$23.8M -$2.55M -34,300 -10%
MCM
119
McKinley Capital Management
Alaska
$23.6M -$1.54M -20,710 -6%
Adage Capital Partners
120
Adage Capital Partners
Massachusetts
$22.2M +$22.3M +300,000 New
QCI
121
Quaker Capital Investments
Pennsylvania
$21.1M -$12.8M -171,778 -38%
LCP
122
LGT Capital Partners
Switzerland
$21M -$9.77M -131,490 -32%
Principal Financial Group
123
Principal Financial Group
Iowa
$19.8M -$2.4M -32,351 -11%
RJA
124
Raymond James & Associates
Florida
$19M -$1.43M -19,188 -7%
AIP
125
ARS Investment Partners
New York
$18.9M -$307K -4,129 -2%

TMUS Hedge Fund Activity: Q2 2019 in Review

635 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in T-Mobile US (TMUS) for Q2 2019, worth a combined $22B — up 9.1% from $20.2B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new TMUS positions and 76 closed out — a net gain of 14 holders — while 207 added to existing stakes and 247 trimmed.

The largest buyer was Capital World Investors, adding an estimated $573M. The largest seller was AllianceBernstein, cutting an estimated $221M.

  • 635 institutional investors held T-Mobile US (TMUS) as of Q2 2019, up from 629 in Q1 2019.
  • Funds reported $22B of T-Mobile US stock for Q2 2019, up 9.1% quarter-over-quarter.
  • 90 funds opened new T-Mobile US positions in Q2 2019 and 76 closed out, a net change of +14 holders.
  • The largest T-Mobile US buyer in Q2 2019 was Capital World Investors, an estimated $573M added.
  • The largest T-Mobile US seller in Q2 2019 was AllianceBernstein, an estimated $221M sold.

Based on aggregated 13F filings for Q2 2019.