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313 hedge funds and large institutions have $13.3B invested in Telus in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $135M | Put options by funds: $33.6M

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $12B → $13.3B (+$1.28B)

2% more funds holding

Funds holding: 306313 (+7)

0.9% more ownership

Funds ownership: 50.09%50.99% (+0.9%)

1% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 116

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
313
Holders Change
+7
Holders Change %
+2.29%
% of All Funds
4.56%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
45
Increased
115
Reduced
116
Closed
36
Calls
$135M
Puts
$33.6M
Net Calls
+$101M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VPI
226
Value Partners Investments
Manitoba, Canada
$249K -$5.38K -311 -2%
BL
227
Balentine LLC
Georgia
$246K +$37.6K +2,176 +19%
OC
228
Oppenheimer & Co
New York
$238K -$3.17K -183 -1%
PSFG
229
Prairie Sky Financial Group
Illinois
$237K
TCOV
230
Trust Company of Vermont
Vermont
$232K -$257K -14,885 -53%
Assenagon Asset Management
231
Assenagon Asset Management
Luxembourg
$228K
YIH
232
Y-Intercept (HK)
Hong Kong
$223K +$216K +12,512 New
WQ
233
Wealth Quarterback
New Jersey
$222K +$216K +12,488 New
VEA
234
Virtus ETF Advisers
New York
$215K +$31.3K +1,810 +18%
Cetera Investment Advisers
235
Cetera Investment Advisers
Illinois
$207K +$15.9K +920 +9%
Corient Private Wealth
236
Corient Private Wealth
Florida
$206K +$23.4K +1,353 +13%
Creative Planning
237
Creative Planning
Kansas
$203K -$154K -8,888 -44%
AC
238
Armistice Capital
New York
$199K +$6.52K +377 +3%
TPCW
239
TD Private Client Wealth
New York
$199K -$5.48K -317 -3%
BRWA
240
B. Riley Wealth Advisors
Florida
$188K +$180K +10,404 New
RJFSA
241
Raymond James Financial Services Advisors
Florida
$187K +$182K +10,536 New
TI
242
Tidal Investments
Wisconsin
$187K +$182K +10,516 New
GCM
243
Graham Capital Management
Connecticut
$185K +$180K +10,384 New
ACA
244
American Capital Advisory
Idaho
$178K +$173K +10,000 New
US Bancorp
245
US Bancorp
Minnesota
$174K +$96K +5,549 +131%
GIS
246
Grayhawk Investment Strategies
Alberta, Canada
$154K +$9.36K +541 +9%
Optiver Holding
247
Optiver Holding
Netherlands
$150K +$144K +8,333 +8,333%
TRCT
248
Tower Research Capital (TRC)
New York
$126K +$107K +6,201 +702%
IA
249
IFP Advisors
Florida
$120K -$142K -8,202 -55%
ASN
250
Advisory Services Network
Georgia
$110K +$106K +6,155 New

TU Hedge Fund Activity: Q4 2023 in Review

313 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q4 2023, worth a combined $13.3B — up 11% from $12B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new TU positions and 36 closed out — a net gain of 9 holders — while 115 added to existing stakes and 116 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $263M. The largest seller was Beutel, Goodman & Co, cutting an estimated $130M.

  • 313 institutional investors held Telus (TU) as of Q4 2023, up from 306 in Q3 2023.
  • Funds reported $13.3B of Telus stock for Q4 2023, up 11% quarter-over-quarter.
  • 45 funds opened new Telus positions in Q4 2023 and 36 closed out, a net change of +9 holders.
  • The largest Telus buyer in Q4 2023 was Capital Research Global Investors, an estimated $263M added.
  • The largest Telus seller in Q4 2023 was Beutel, Goodman & Co, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2023.