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306 hedge funds and large institutions have $12B invested in Telus in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $89.4M | Put options by funds: $19.2M

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

0% more funds holding

Funds holding: 305306 (+1)

4% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 122

1.02% less ownership

Funds ownership: 51.11%50.09% (-1%)

17% less capital invested

Capital invested by funds: $14.4B → $12B (-$2.4B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
306
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.86%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
25
Increased
117
Reduced
122
Closed
22
Calls
$89.4M
Puts
$19.2M
Net Calls
+$70.2M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Assenagon Asset Management
226
Assenagon Asset Management
Luxembourg
$209K -$92.1K -5,225 -29%
BCI
227
Brinker Capital Investments
Pennsylvania
$208K -$176K -10,005 -44%
OPS
228
Orion Portfolio Solutions
Nebraska
$208K -$176K -10,005 -44%
USAA
229
United Services Automobile Association
Texas
$204K
1WA
230
180 Wealth Advisors
Washington
$199K +$2.41K +137 +1%
BL
231
Balentine LLC
Georgia
$190K +$204K +11,561 New
TPCW
232
TD Private Client Wealth
New York
$188K -$7.21K -409 -3%
M
233
Mirova
France
$187K -$48.7K -2,763 -19%
VT
234
Vise Technologies
New York
$184K +$1.02K +58 +0.5%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$177K +$1.99K +113 +1%
AC
236
Armistice Capital
New York
$177K +$191K +10,825 New
Cetera Investment Advisers
237
Cetera Investment Advisers
Illinois
$175K -$14.1K -800 -7%
SFA
238
Sequoia Financial Advisors
Ohio
$172K +$185K +10,496 New
SIM
239
Stratos Investment Management
Ohio
$169K -$28K -1,587 -13%
VEA
240
Virtus ETF Advisers
New York
$168K -$12.3K -699 -6%
Corient Private Wealth
241
Corient Private Wealth
Florida
$167K -$26.9K -1,524 -13%
GIS
242
Grayhawk Investment Strategies
Alberta, Canada
$133K
FAM
243
Flaharty Asset Management
Florida
$126K +$136K +7,692 New
Pacer Advisors
244
Pacer Advisors
Pennsylvania
$72.6K -$4.19K -238 -5%
VLKIM
245
Van Lanschot Kempen Investment Management
Netherlands
$72.4K
US Bancorp
246
US Bancorp
Minnesota
$69.1K -$2.06K -117 -3%
Skandinaviska Enskilda Banken (SEB)
247
Skandinaviska Enskilda Banken (SEB)
Sweden
$69K -$239K -13,567 -76%
Walleye Trading
248
Walleye Trading
New York
$66.3K -$89.4K -5,074 -56%
GIBU
249
Gulf International Bank (UK)
United Kingdom
$66K
Barclays
250
Barclays
United Kingdom
$61.3K -$849K -48,201 -93%

TU Hedge Fund Activity: Q3 2023 in Review

306 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q3 2023, worth a combined $12B — down 17% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TU positions and 22 closed out — a net gain of 3 holders — while 117 added to existing stakes and 122 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $124M. The largest seller was Mackenzie Financial, cutting an estimated $92.5M.

  • 306 institutional investors held Telus (TU) as of Q3 2023, up from 305 in Q2 2023.
  • Funds reported $12B of Telus stock for Q3 2023, down 17% quarter-over-quarter.
  • 25 funds opened new Telus positions in Q3 2023 and 22 closed out, a net change of +3 holders.
  • The largest Telus buyer in Q3 2023 was Capital Research Global Investors, an estimated $124M added.
  • The largest Telus seller in Q3 2023 was Mackenzie Financial, an estimated $92.5M sold.

Based on aggregated 13F filings for Q3 2023.