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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
IWA
251
Icon Wealth Advisors
Texas
$106K +$103K +5,984 New
Credit Agricole
252
Credit Agricole
France
$81.9K +$27.7K +1,602 +53%
Pacer Advisors
253
Pacer Advisors
Pennsylvania
$80.2K +$1.11K +64 +1%
VLKIM
254
Van Lanschot Kempen Investment Management
Netherlands
$71K -$2.25K -130 -5%
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$69K +$34.3K +1,986 +104%
GJIA
256
Glass Jacobson Investment Advisors
Maryland
$64K
Northwestern Mutual Wealth Management
257
Northwestern Mutual Wealth Management
Wisconsin
$57.1K -$5.84K -338 -10%
CFO
258
CVA Family Office
Colorado
$49.4K +$48.1K +2,779 New
Walleye Capital
259
Walleye Capital
New York
$48.4K +$47.1K +2,723 New
GWM
260
Geneos Wealth Management
Colorado
$48K -$230K -13,280 -83%
SPIA
261
Steward Partners Investment Advisory
New York
$38.6K -$5.19K -300 -12%
CFGS
262
Concourse Financial Group Securities
Alabama
$38K
Bessemer Group
263
Bessemer Group
New Jersey
$36K +$8.01K +463 +29%
GIBU
264
Gulf International Bank (UK)
United Kingdom
$35K -$36.3K -2,100 -52%
Mitsubishi UFJ Trust & Banking
265
Mitsubishi UFJ Trust & Banking
Japan
$32.6K
TCWA
266
Turtle Creek Wealth Advisors
Texas
$32.6K +$31.6K +1,830 New
AF
267
Allworth Financial
California
$28.8K
HNB
268
Huntington National Bank
Ohio
$22.8K -$18.6K -1,075 -46%
GWS
269
Glassman Wealth Services
Virginia
$21.5K +$9.32K +539 +80%
CNBTD
270
Citizens National Bank Trust Department
Mississippi
$21.3K
Legal & General Group
271
Legal & General Group
United Kingdom
$20.3K -$2.58M -149,102 -99%
BWM
272
Baystate Wealth Management
Massachusetts
$20.2K +$277 +16 +1%
SAG
273
Spotlight Asset Group
Illinois
$19.6K
HCP
274
Hexagon Capital Partners
Arkansas
$18.4K +$432 +25 +2%
BBHC
275
Brown Brothers Harriman & Co
New York
$17.7K

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.