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T-Mobile US

577 hedge funds and large institutions have $17.7B invested in T-Mobile US in 2018 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 194 increasing their positions, 202 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $302M | Put options by funds: $277M

4% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 202

6% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 87

2% less funds holding

Funds holding: 591577 (-14)

2.49% less ownership

Funds ownership: 36.44%33.95% (-2.5%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

8% less capital invested

Capital invested by funds: $19.3B → $17.7B (-$1.6B)

Holders
577
Holders Change
-14
Holders Change %
-2.37%
% of All Funds
13.22%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.57%
New
82
Increased
194
Reduced
202
Closed
87
Calls
$302M
Puts
$277M
Net Calls
+$24.4M
Net Calls Change
-$3.86M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.32B -$337M -5,384,841 -20%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.02B +$41.1M +657,083 +4%
BlackRock
3
BlackRock
New York
$901M -$74.2M -1,185,628 -7%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$857M -$552M -8,821,707 -39%
Capital Research Global Investors
5
Capital Research Global Investors
California
$512M
AllianceBernstein
6
AllianceBernstein
Tennessee
$486M +$19M +303,804 +4%
Invesco
7
Invesco
Georgia
$443M -$4.1M -65,492 -0.9%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$412M +$39.3M +628,623 +10%
Norges Bank
9
Norges Bank
Norway
$374M -$72.8M -1,163,859 -16%
CG
10
Carmignac Gestion
France
$367M +$6.75M +107,906 +2%
State Street
11
State Street
Massachusetts
$348M -$11M -176,572 -3%
TCM
12
Tybourne Capital Management
Hong Kong
$343M +$83.1M +1,328,000 +31%
JP Morgan Chase
13
JP Morgan Chase
New York
$339M -$51.7M -826,141 -13%
IAM
14
Iridian Asset Management
Connecticut
$293M +$300M +4,802,597 New
Bank of New York Mellon
15
Bank of New York Mellon
New York
$288M +$31.7M +505,906 +12%
GCM
16
Glenview Capital Management
New York
$275M +$282M +4,501,420 New
AL
17
Appaloosa LP
New Jersey
$253M +$18.3M +292,776 +8%
Morgan Stanley
18
Morgan Stanley
New York
$244M -$1.02M -16,285 -0.4%
PC
19
Paulson & Co
New York
$232M -$42.1M -673,400 -15%
MC
20
Maverick Capital
Texas
$219M +$14.9M +238,368 +7%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$216M +$13.4M +214,499 +6%
LPC
22
Lone Pine Capital
Connecticut
$213M +$218M +3,486,629 New
DnB Asset Management
23
DnB Asset Management
Norway
$210M +$38M +606,900 +21%
Citadel Advisors
24
Citadel Advisors
Florida
$205M -$186M -2,971,931 -47%
DZ Bank
25
DZ Bank
Germany
$193M +$23.8M +380,898 +14%

TMUS Hedge Fund Activity: Q1 2018 in Review

577 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in T-Mobile US (TMUS) for Q1 2018, worth a combined $17.7B — down 8.3% from $19.3B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of TMUS and 82 opened new positions — a net loss of 5 holders — while 202 trimmed existing stakes and 194 added.

The largest buyer was Iridian Asset Management, opening a new position worth an estimated $300M. The largest seller was T. Rowe Price Associates, cutting an estimated $552M.

  • 577 institutional investors held T-Mobile US (TMUS) as of Q1 2018, down from 591 in Q4 2017.
  • Funds reported $17.7B of T-Mobile US stock for Q1 2018, down 8.3% quarter-over-quarter.
  • 82 funds opened new T-Mobile US positions in Q1 2018 and 87 closed out, a net change of -5 holders.
  • The largest T-Mobile US buyer in Q1 2018 was Iridian Asset Management, an estimated $300M added.
  • The largest T-Mobile US seller in Q1 2018 was T. Rowe Price Associates, an estimated $552M sold.

Based on aggregated 13F filings for Q1 2018.