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292 hedge funds and large institutions have $13.8B invested in Telus in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $13M

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

5% more capital invested

Capital invested by funds: $13.1B → $13.8B (+$669M)

4% more funds holding

Funds holding: 282292 (+10)

1.49% more ownership

Funds ownership: 50.77%52.26% (+1.5%)

4% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 102

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
292
Holders Change
+10
Holders Change %
+3.55%
% of All Funds
5.13%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
41
Increased
106
Reduced
102
Closed
27
Calls
$50.6M
Puts
$13M
Net Calls
+$37.6M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
226
Advisor Partners
California
$205K -$2.91K -140 -1%
LSV Asset Management
227
LSV Asset Management
Illinois
$203K
EI
228
Ethic Inc
New York
$202K +$210K +10,113 New
EIP
229
Epoch Investment Partners
New York
$200K -$43.7K -2,104 -17%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
230
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$198K -$2.81M -135,102 -93%
GIBU
231
Gulf International Bank (UK)
United Kingdom
$179K -$29.1K -1,400 -13%
US Bancorp
232
US Bancorp
Minnesota
$132K +$18.7K +902 +16%
VanEck Associates
233
VanEck Associates
New York
$109K +$29.3K +1,412 +35%
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$105K -$17.7K -852 -14%
PCTC
235
Perkins Coie Trust Company
Washington
$95K
Pacer Advisors
236
Pacer Advisors
Pennsylvania
$66K -$3.63K -175 -5%
GWM
237
Geneos Wealth Management
Colorado
$66K
LC
238
Lindbrook Capital
California
$66K
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$65K
ACM
240
Allred Capital Management
Texas
$58.5K +$61K +2,938 New
VLKIM
241
Van Lanschot Kempen Investment Management
Netherlands
$57K +$14.6K +704 +64%
SFPG
242
Stonebridge Financial Planning Group
Florida
$53K
GEA
243
Glen Eagle Advisors
New Jersey
$43.8K +$2.7K +130 +6%
Credit Agricole
244
Credit Agricole
France
$39K +$40.3K +1,940 New
HWA
245
HHM Wealth Advisors
Tennessee
$32K
BFC
246
Bedel Financial Consulting
Indiana
$32K +$33.2K +1,600 New
RFA
247
Reilly Financial Advisors
California
$30K +$3.47K +167 +12%
BCV
248
Banque Cantonale Vaudoise
Switzerland
$27K -$2.01M -96,742 -99%
HI
249
Harbour Investments
Wisconsin
$26K +$27.1K +1,303 New
AF
250
Advisornet Financial
Minnesota
$25K +$8.33K +401 +47%

TU Hedge Fund Activity: Q1 2021 in Review

292 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2021, worth a combined $13.8B — up 5.1% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TU positions and 27 closed out — a net gain of 14 holders — while 106 added to existing stakes and 102 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $369M. The largest seller was Canada Life, cutting an estimated $256M.

  • 292 institutional investors held Telus (TU) as of Q1 2021, up from 282 in Q4 2020.
  • Funds reported $13.8B of Telus stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 41 funds opened new Telus positions in Q1 2021 and 27 closed out, a net change of +14 holders.
  • The largest Telus buyer in Q1 2021 was Mackenzie Financial, an estimated $369M added.
  • The largest Telus seller in Q1 2021 was Canada Life, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2021.