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292 hedge funds and large institutions have $13.8B invested in Telus in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $13M

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

5% more capital invested

Capital invested by funds: $13.1B → $13.8B (+$669M)

4% more funds holding

Funds holding: 282292 (+10)

1.49% more ownership

Funds ownership: 50.77%52.26% (+1.5%)

4% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 102

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
292
Holders Change
+10
Holders Change %
+3.55%
% of All Funds
5.13%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
41
Increased
106
Reduced
102
Closed
27
Calls
$50.6M
Puts
$13M
Net Calls
+$37.6M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
251
Spire Wealth Management
Virginia
$22K +$22.7K +1,094 New
SPIA
252
Steward Partners Investment Advisory
New York
$21.9K +$21.6K +1,040 +1,793%
SQA
253
Simon Quick Advisors
New Jersey
$21K +$22.8K +1,100 New
JCM
254
Jacobi Capital Management
Pennsylvania
$19K
AWA
255
Arkadios Wealth Advisors
Georgia
$19K +$6.75K +325 +51%
HCM
256
Highlander Capital Management
New Jersey
$18K
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$18K
TFIPS
258
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.9K
EIP
259
Ellis Investment Partners
Pennsylvania
$17K
IAIM
260
International Assets Investment Management
Florida
$14K +$1.58K +76 +12%
HCP
261
Hexagon Capital Partners
Arkansas
$12K -$2.91K -140 -18%
H
262
Hexavest
Quebec, Canada
$12K
AIM
263
Anchor Investment Management
South Carolina
$12K +$12.5K +600 New
JAM
264
JCIC Asset Management
Ontario, Canada
$11K
WP
265
WealthShield Partners
North Carolina
$11K +$11.3K +542 New
CFGS
266
Concourse Financial Group Securities
Alabama
$10K +$2.49K +120 +30%
FCA
267
FinTrust Capital Advisors
South Carolina
$9K -$1.14K -55 -11%
DWP
268
Destiny Wealth Partners
Florida
$8K -$15.3K -737 -64%
ZB
269
Zions Bancorporation
Utah
$8K -$3.78K -182 -30%
Baillie Gifford & Co
270
Baillie Gifford & Co
United Kingdom
$8K -$42 -2 -0.5%
CCM
271
Covington Capital Management
California
$8K +$8.31K +400 New
LCM
272
Logan Capital Management
Pennsylvania
$8K +$8.31K +400 New
EP
273
Eudaimonia Partners
Tennessee
$8K +$8.77K +422 New
SFS
274
Sowell Financial Services
Arkansas
$7K -$166K -8,000 -96%
S
275
SignatureFD
Georgia
$7K

TU Hedge Fund Activity: Q1 2021 in Review

292 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2021, worth a combined $13.8B — up 5.1% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TU positions and 27 closed out — a net gain of 14 holders — while 106 added to existing stakes and 102 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $369M. The largest seller was Canada Life, cutting an estimated $256M.

  • 292 institutional investors held Telus (TU) as of Q1 2021, up from 282 in Q4 2020.
  • Funds reported $13.8B of Telus stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 41 funds opened new Telus positions in Q1 2021 and 27 closed out, a net change of +14 holders.
  • The largest Telus buyer in Q1 2021 was Mackenzie Financial, an estimated $369M added.
  • The largest Telus seller in Q1 2021 was Canada Life, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2021.