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315 hedge funds and large institutions have $13.6B invested in Telus in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more call options, than puts

Call options by funds: $56.5M | Put options by funds: $12.2M

23% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 105

1.32% more ownership

Funds ownership: 50.8%52.12% (+1.3%)

3% less funds holding

Funds holding: 324315 (-9)

8% less capital invested

Capital invested by funds: $14.8B → $13.6B (-$1.18B)

15% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 40

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
315
Holders Change
-9
Holders Change %
-2.78%
% of All Funds
5.43%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
34
Increased
129
Reduced
105
Closed
40
Calls
$56.5M
Puts
$12.2M
Net Calls
+$44.2M
Net Calls Change
+$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MM
226
MQS Management
New York
$280K -$216K -9,670 -41%
CBTWT
227
Community Bank & Trust (Waco, Texas)
Texas
$275K +$10.2K +458 +3%
GAM
228
Gotham Asset Management
New York
$272K +$306K +13,706 New
BNP Paribas Financial Markets
229
BNP Paribas Financial Markets
France
$264K -$3.67M -164,159 -93%
IF
230
Intrua Financial
Texas
$263K +$74.3K +3,328 +34%
FTDI
231
First Trust Direct Indexing
Massachusetts
$262K +$75.6K +3,384 +34%
NPPM
232
North Point Portfolio Managers
Ohio
$258K
WG
233
Winton Group
United Kingdom
$253K +$284K +12,730 New
TPCW
234
TD Private Client Wealth
New York
$249K -$3.82K -171 -1%
CCA
235
Cobblestone Capital Advisors
New York
$248K +$12.3K +550 +5%
KAS
236
Kestra Advisory Services
Texas
$248K +$279K +12,495 New
Creative Planning
237
Creative Planning
Kansas
$247K +$22 +1 +0%
WC
238
Wexford Capital
Florida
$235K
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$234K +$93.3K +4,179 +55%
NW
240
NewEdge Wealth
Pennsylvania
$234K +$263K +11,765 New
API
241
Advisor Partners II
California
$234K +$263K +11,799 New
SGI
242
Summit Global Investments
Utah
$228K +$257K +11,487 New
RJFSA
243
Raymond James Financial Services Advisors
Florida
$218K +$3.24K +145 +1%
W
244
Wealthsimple
Ontario, Canada
$213K +$125K +5,613 New
BL
245
Balentine LLC
Georgia
$205K +$229K +10,245 New
AWA
246
Aaron Wealth Advisors
Illinois
$199K +$223K +10,000 New
MCC
247
Money Concepts Capital
Florida
$127K -$3.26K -146 -2%
US Bancorp
248
US Bancorp
Minnesota
$125K
EWA
249
EverSource Wealth Advisors
Alabama
$120K +$44.7K +2,001 +49%
IWA
250
Icon Wealth Advisors
Texas
$120K +$135K +6,052 New

TU Hedge Fund Activity: Q3 2022 in Review

315 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q3 2022, worth a combined $13.6B — down 8% from $14.8B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of TU and 34 opened new positions — a net loss of 6 holders — while 105 trimmed existing stakes and 129 added.

The largest buyer was Bank of Montreal, adding an estimated $458M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $193M sold.

  • 315 institutional investors held Telus (TU) as of Q3 2022, down from 324 in Q2 2022.
  • Funds reported $13.6B of Telus stock for Q3 2022, down 8% quarter-over-quarter.
  • 34 funds opened new Telus positions in Q3 2022 and 40 closed out, a net change of -6 holders.
  • The largest Telus buyer in Q3 2022 was Bank of Montreal, an estimated $458M added.
  • The largest Telus seller in Q3 2022 was Capital Research Global Investors, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2022.