We are live on ! Find out more
TU icon

Telus
TU

262 hedge funds and large institutions have $10.3B invested in Telus in 2018 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 88 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more call options, than puts

Call options by funds: $24M | Put options by funds: $3.77M

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

8% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 26

0.72% less ownership

Funds ownership: 103.64% → 102.92% (-0.72%)

1% less funds holding

Funds holding: 264 → 262 (-2)

9% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 97

10% less capital invested

Capital invested by funds: $11.4B → $10.3B (-$1.16B)

Holders
262
Holders Change
-2
Holders Change %
-0.76%
% of All Funds
5.84%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.2%
New
28
Increased
88
Reduced
97
Closed
26
Calls
$24M
Puts
$3.77M
Net Calls
+$20.2M
Net Calls Change
-$8.01M

Top Buyers

1
BCIM
British Columbia Investment Management
British Columbia, Canada
+$70.5M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$69.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$43.2M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$31.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$28.9M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$115M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$50.6M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
-$32.7M
4
DZ Bank
DZ Bank
Germany
-$25.6M
5
Canada Life
Canada Life
Manitoba, Canada
-$25.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
226
IFP Advisors
Florida
$17K -$11K -634 -38%
DAM
227
Delta Asset Management
Tennessee
$17K -$3.48K -200 -17%
ZB
228
Zions Bancorporation
Utah
$16K +$1.01K +58 +6%
HCM
229
Highlander Capital Management
New Jersey
$15K – – –
GEA
230
Glen Eagle Advisors
New Jersey
$14.2K – – –
CG
231
Cutler Group
California
$13K +$13.9K +800 New
VNA
232
Valley National Advisers
Pennsylvania
$12K – – –
FCA
233
FinTrust Capital Advisors
South Carolina
$12K +$12.9K +740 New
WF
234
WealthTrust Fairport
Ohio
$11K – – –
JA
235
JOYN Advisors
Georgia
$9K -$28.1K -1,614 -75%
AF
236
Advisornet Financial
Minnesota
$9K – – –
JAM
237
JCIC Asset Management
Ontario, Canada
$9K – – –
FHA
238
First Horizon Advisors
Tennessee
$8K -$4.11K -236 -33%
HWM
239
Holloway Wealth Management
Florida
$8K – – –
BL
240
Balentine LLC
Georgia
$8K +$2.33K +134 +39%
AWM
241
AllSquare Wealth Management
New York
$7K – – –
AAMU
242
Amundi Asset Management US
Massachusetts
$6.98K -$1.88M -108,126 -20%
Bessemer Group
243
Bessemer Group
New Jersey
$6K – – –
WANY
244
Wealthspire Advisors (New York)
New York
$6K +$6.06K +348 New
AC
245
Avestar Capital
New York
$5K +$5.88K +338 New
ACA
246
Atlas Capital Advisors
Wyoming
$4.74K +$4.98K +286 New
CHP
247
Cable Hill Partners
Oregon
$4K – – –
PAMU
248
Pictet Asset Management (UK)
United Kingdom
$3.45K +$39.7K +2,284 +1%
GI
249
Gradient Investments
Minnesota
$3K – – –
HI
250
Hudock Inc
Pennsylvania
$3K +$35 +2 +1%
8 9
10
11 12

TU Hedge Fund Activity: Q4 2018 in Review

262 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q4 2018, worth a combined $10.3B — down 10% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new TU positions and 26 closed out — a net gain of 2 holders — while 88 added to existing stakes and 97 trimmed.

The largest buyer was British Columbia Investment Management, opening a new position worth an estimated $70.5M. The largest seller was Fidelity International, cutting an estimated $115M.

  • 262 institutional investors held Telus (TU) as of Q4 2018, down from 264 in Q3 2018.
  • Funds reported $10.3B of Telus stock for Q4 2018, down 10% quarter-over-quarter.
  • 28 funds opened new Telus positions in Q4 2018 and 26 closed out, a net change of +2 holders.
  • The largest Telus buyer in Q4 2018 was British Columbia Investment Management, an estimated $70.5M added.
  • The largest Telus seller in Q4 2018 was Fidelity International, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2018.