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273 hedge funds and large institutions have $11.7B invested in Telus in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $16.4M

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $10.3B → $11.7B (+$1.41B)

13% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 87

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more funds holding

Funds holding: 262273 (+11)

1.62% more ownership

Funds ownership: 102.92%104.54% (+1.6%)

Holders
273
Holders Change
+11
Holders Change %
+4.2%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
36
Increased
98
Reduced
87
Closed
24
Calls
$43.7M
Puts
$16.4M
Net Calls
+$27.3M
Net Calls Change
+$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
226
Advisory Services Network
Georgia
$73K +$671 +38 +1%
OAM
227
Oppenheimer Asset Management
New York
$59K +$1.66K +94 +3%
GWM
228
Geneos Wealth Management
Colorado
$55K
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$54K +$51K +2,886 New
WAM
230
Wealthspire Advisors (Maryland)
Maryland
$42K +$9.86K +558 +33%
BFEC
231
Benjamin F. Edwards & Company
Missouri
$37K
RFA
232
Reilly Financial Advisors
California
$31K
VanEck Associates
233
VanEck Associates
New York
$28K +$318 +18 +1%
GEA
234
Glen Eagle Advisors
New Jersey
$22.2K +$6.01K +340 +40%
FWM
235
Focused Wealth Management
New York
$22K
MIP
236
Mondrian Investment Partners
United Kingdom
$22K +$141 +8 +0.9%
FGAM
237
Financial Gravity Asset Management
Texas
$21K +$19.9K +1,124 New
DAM
238
Delta Asset Management
Tennessee
$19K
JCM
239
Jacobi Capital Management
Pennsylvania
$18K +$17.1K +970 New
ZB
240
Zions Bancorporation
Utah
$17K -$1.02K -58 -6%
HCM
241
Highlander Capital Management
New Jersey
$16K
FCA
242
FinTrust Capital Advisors
South Carolina
$14K
VNA
243
Valley National Advisers
Pennsylvania
$14K
WF
244
WealthTrust Fairport
Ohio
$13K
AF
245
Advisornet Financial
Minnesota
$10K -$424 -24 -4%
JAM
246
JCIC Asset Management
Ontario, Canada
$10K
RIA
247
Realta Investment Advisors
Delaware
$10K +$8.98K +508 New
BL
248
Balentine LLC
Georgia
$9K
FHA
249
First Horizon Advisors
Tennessee
$9K
TRCT
250
Tower Research Capital (TRC)
New York
$7K -$84.8K -4,798 -92%

TU Hedge Fund Activity: Q1 2019 in Review

273 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2019, worth a combined $11.7B — up 14% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TU positions and 24 closed out — a net gain of 12 holders — while 98 added to existing stakes and 87 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $162M. The largest seller was Mackenzie Financial, cutting an estimated $63.1M.

  • 273 institutional investors held Telus (TU) as of Q1 2019, up from 262 in Q4 2018.
  • Funds reported $11.7B of Telus stock for Q1 2019, up 14% quarter-over-quarter.
  • 36 funds opened new Telus positions in Q1 2019 and 24 closed out, a net change of +12 holders.
  • The largest Telus buyer in Q1 2019 was Royal Bank of Canada, an estimated $162M added.
  • The largest Telus seller in Q1 2019 was Mackenzie Financial, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2019.