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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
LCM
276
Logan Capital Management
Pennsylvania
$15.9K
GWS
277
Glassman Wealth Services
Virginia
$15.1K -$1.46K -72 -9%
NFSG
278
Newbridge Financial Services Group
Florida
$14.1K
Baillie Gifford & Co
279
Baillie Gifford & Co
United Kingdom
$11.4K +$1.61K +79 +16%
CMP
280
Coston McIsaac & Partners
Maine
$11K
BCMLT
281
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.5K
SWM
282
Spire Wealth Management
Virginia
$9.93K
SPIA
283
Steward Partners Investment Advisory
New York
$8.34K -$610 -30 -7%
FCA
284
FinTrust Capital Advisors
South Carolina
$7.49K
ZB
285
Zions Bancorporation
Utah
$7.19K -$915 -45 -11%
HFM
286
Harvest Fund Management
China
$7K -$36.3K -1,784 -83%
First Manhattan
287
First Manhattan
New York
$5.96K
QI
288
QV Investors
Alberta, Canada
$5K
PCM
289
Pointe Capital Management
Michigan
$4.92K +$5.04K +248 New
QCG
290
Quadrant Capital Group
Ohio
$4.83K -$1.36K -67 -22%
ETC
291
Exchange Traded Concepts
Oklahoma
$4.61K +$1.1K +54 +30%
PGAM
292
Princeton Global Asset Management
New Jersey
$4.47K
FMB
293
Field & Main Bank
Kentucky
$3.97K
BF
294
BOK Financial
Oklahoma
$3.32K -$275K -13,502 -99%
Optiver Holding
295
Optiver Holding
Netherlands
$3.24K +$3.31K +163 New
AWM
296
Accel Wealth Management
Iowa
$3.23K +$41 +2 +1%
CWA
297
Clearview Wealth Advisors
Oregon
$2.86K
FHA
298
First Horizon Advisors
Tennessee
$2.82K
MCM
299
Manchester Capital Management
Vermont
$2.54K
MPWT
300
MassMutual Private Wealth & Trust
Connecticut
$2.5K +$142 +7 +6%

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.