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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
Credit Agricole
251
Credit Agricole
France
$59.6K
CFO
252
CVA Family Office
Colorado
$51.6K
BTI
253
Blue Trust Inc
Georgia
$49K -$1.1K -54 -2%
HNB
254
Huntington National Bank
Ohio
$44.1K -$12.7K -625 -22%
Mitsubishi UFJ Trust & Banking
255
Mitsubishi UFJ Trust & Banking
Japan
$36.4K
CFGS
256
Concourse Financial Group Securities
Alabama
$32.9K
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$32.3K +$2.15K +106 +7%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$32K -$7.46K -367 -18%
Bessemer Group
259
Bessemer Group
New Jersey
$32K +$22.6K +1,110 +227%
AF
260
Allworth Financial
California
$31.9K +$122 +6 +0.4%
RI
261
Ridgewood Investments
New Jersey
$31.8K +$32.5K +1,600 New
GEA
262
Glen Eagle Advisors
New Jersey
$30.9K
FFA
263
Farther Finance Advisors
California
$28.6K +$29.3K +1,443 New
HI
264
Harbour Investments
Wisconsin
$25.9K
LSA
265
Leonteq Securities AG
Switzerland
$25.5K +$19.4K +952 New
BAM
266
Belpointe Asset Management
Nevada
$23.8K
BBHC
267
Brown Brothers Harriman & Co
New York
$23.8K
CNBTD
268
Citizens National Bank Trust Department
Mississippi
$23.8K
HCP
269
Hexagon Capital Partners
Arkansas
$22.6K -$2.07K -102 -8%
BWM
270
Baystate Wealth Management
Massachusetts
$21.8K +$244 +12 +1%
IAIM
271
International Assets Investment Management
Florida
$18.7K +$19.2K +942 New
CWP
272
Concord Wealth Partners
Virginia
$18.3K
HCM
273
Highlander Capital Management
New Jersey
$18K
S
274
SignatureFD
Georgia
$17.6K +$7.83K +385 +77%
CT
275
Colonial Trust
South Carolina
$17.4K -$529 -26 -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.