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230 hedge funds and large institutions have $11.6B invested in Telus in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 85 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

888% more call options, than puts

Call options by funds: $19M | Put options by funds: $1.92M

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

2.56% more ownership

Funds ownership: 111.94%114.51% (+2.6%)

1% less funds holding

Funds holding: 232230 (-2)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

7% less capital invested

Capital invested by funds: $12.5B → $11.6B (-$904M)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 95

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
6.13%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
23
Increased
85
Reduced
95
Closed
24
Calls
$19M
Puts
$1.92M
Net Calls
+$17.1M
Net Calls Change
-$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
251
Manchester Capital Management
Vermont
-$10K -564 Closed
WF
252
WealthTrust Fairport
Ohio
-$8K -440 Closed
FAM
253
Fred Alger Management
New York
-$3K -180 Closed
BRWA
254
B. Riley Wealth Advisors
Florida
-$2 -108 Closed

TU Hedge Fund Activity: Q1 2015 in Review

230 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2015, worth a combined $11.6B — down 7.2% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of TU and 23 opened new positions — a net loss of 1 holder — while 95 trimmed existing stakes and 85 added.

The largest buyer was Capital Research Global Investors, adding an estimated $190M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $185M.

  • 230 institutional investors held Telus (TU) as of Q1 2015, down from 232 in Q4 2014.
  • Funds reported $11.6B of Telus stock for Q1 2015, down 7.2% quarter-over-quarter.
  • 23 funds opened new Telus positions in Q1 2015 and 24 closed out, a net change of -1 holder.
  • The largest Telus buyer in Q1 2015 was Capital Research Global Investors, an estimated $190M added.
  • The largest Telus seller in Q1 2015 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $185M sold.

Based on aggregated 13F filings for Q1 2015.