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311 hedge funds and large institutions have $14.6B invested in Telus in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 109 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $27.4M

13% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 109

2% more capital invested

Capital invested by funds: $14.3B → $14.6B (+$296M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.04% less ownership

Funds ownership: 51.65%50.61% (-1%)

4% less funds holding

Funds holding: 323311 (-12)

18% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 39

Holders
311
Holders Change
-12
Holders Change %
-3.72%
% of All Funds
4.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
32
Increased
123
Reduced
109
Closed
39
Calls
$62.7M
Puts
$27.4M
Net Calls
+$35.2M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
226
Stratos Investment Management
Ohio
$251K +$257K +12,659 New
Corient Private Wealth
227
Corient Private Wealth
Florida
$251K +$47K +2,310 +22%
MFS
228
Mirabella Financial Services
United Kingdom
$250K -$7.56K -372 -3%
USAA
229
United Services Automobile Association
Texas
$249K -$158K -7,773 -38%
TPCW
230
TD Private Client Wealth
New York
$239K -$1.36K -67 -0.6%
VF
231
Virtu Financial
New York
$238K +$244K +11,989 New
1WA
232
180 Wealth Advisors
Washington
$237K +$956 +47 +0.4%
OC
233
Oppenheimer & Co
New York
$235K -$2.2K -108 -0.9%
CCIA
234
Campbell & Co Investment Adviser
Maryland
$230K -$1.71M -84,214 -88%
Walleye Trading
235
Walleye Trading
New York
$229K +$234K +11,511 New
PSP
236
Principal Street Partners
Tennessee
$220K +$223K +10,973 New
AWA
237
Aaron Wealth Advisors
Illinois
$219K +$20.4K +1,004 +10%
Cetera Investment Advisers
238
Cetera Investment Advisers
Illinois
$215K +$14.1K +692 +7%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$212K -$16.8K -824 -7%
PTC
240
Petrus Trust Company
Texas
$203K -$204K -10,033 -50%
VT
241
Vise Technologies
New York
$203K +$207K +10,202 New
EWA
242
EverSource Wealth Advisors
Alabama
$166K +$5.02K +247 +3%
GIS
243
Grayhawk Investment Strategies
Alberta, Canada
$161K +$122K +6,000 New
WWP
244
WR Wealth Planners
Missouri
$128K +$131K +6,463 New
IWP
245
Icon Wealth Partners
Texas
$115K +$117K +5,770 New
GWM
246
Geneos Wealth Management
Colorado
$96.5K +$57.7K +2,837 +140%
VLKIM
247
Van Lanschot Kempen Investment Management
Netherlands
$87.7K
US Bancorp
248
US Bancorp
Minnesota
$86.4K -$41.3K -2,030 -32%
GIBU
249
Gulf International Bank (UK)
United Kingdom
$80K
Pacer Advisors
250
Pacer Advisors
Pennsylvania
$72K +$2.42K +119 +3%

TU Hedge Fund Activity: Q1 2023 in Review

311 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2023, worth a combined $14.6B — up 2.1% from $14.3B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of TU and 32 opened new positions — a net loss of 7 holders — while 109 trimmed existing stakes and 123 added.

The largest buyer was Royal Bank of Canada, adding an estimated $116M. The largest seller was Fidelity International, cutting an estimated $91.3M.

  • 311 institutional investors held Telus (TU) as of Q1 2023, down from 323 in Q4 2022.
  • Funds reported $14.6B of Telus stock for Q1 2023, up 2.1% quarter-over-quarter.
  • 32 funds opened new Telus positions in Q1 2023 and 39 closed out, a net change of -7 holders.
  • The largest Telus buyer in Q1 2023 was Royal Bank of Canada, an estimated $116M added.
  • The largest Telus seller in Q1 2023 was Fidelity International, an estimated $91.3M sold.

Based on aggregated 13F filings for Q1 2023.