We are live on ! Find out more

306 hedge funds and large institutions have $12B invested in Telus in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $89.4M | Put options by funds: $19.2M

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

0% more funds holding

Funds holding: 305306 (+1)

4% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 122

1.02% less ownership

Funds ownership: 51.11%50.09% (-1%)

17% less capital invested

Capital invested by funds: $14.4B → $12B (-$2.4B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
306
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.86%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
25
Increased
117
Reduced
122
Closed
22
Calls
$89.4M
Puts
$19.2M
Net Calls
+$70.2M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
276
Logan Capital Management
Pennsylvania
$13.1K
NFSG
277
Newbridge Financial Services Group
Florida
$11.9K +$159 +9 +1%
QCG
278
Quadrant Capital Group
Ohio
$11.8K +$9.09K +516 +248%
GWS
279
Glassman Wealth Services
Virginia
$11K -$1.69K -96 -13%
BCMLT
280
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.3K
Fifth Third Bancorp
281
Fifth Third Bancorp
Ohio
$9.97K +$10.7K +610 New
MCM
282
Manchester Capital Management
Vermont
$9.71K +$2.98K +169 +40%
ITIM
283
Indiana Trust & Investment Management
Indiana
$9.15K +$9.87K +560 New
CMP
284
Coston McIsaac & Partners
Maine
$9K
SWM
285
Spire Wealth Management
Virginia
$8.17K
NA
286
NewEdge Advisors
Louisiana
$6.34K +$6.84K +388 New
ZB
287
Zions Bancorporation
Utah
$5.67K -$264 -15 -4%
First Manhattan
288
First Manhattan
New York
$4.9K
BF
289
BOK Financial
Oklahoma
$4.64K +$2.13K +121 +72%
FCA
290
FinTrust Capital Advisors
South Carolina
$4.22K -$2.29K -130 -34%
ETC
291
Exchange Traded Concepts
Oklahoma
$3.82K -$1.53K -87 -27%
PGAM
292
Princeton Global Asset Management
New Jersey
$3.68K
GWSG
293
GPS Wealth Strategies Group
Colorado
$3.33K +$3.6K +204 New
DJSG
294
D.J. St. Germain
Massachusetts
$3.3K
M
295
MOTCO
Texas
$3.27K +$3.52K +200 New
SL
296
Salomon & Ludwin
Virginia
$3.27K +$3.52K +200 New
FHA
297
First Horizon Advisors
Tennessee
$2.32K
BIA
298
Bell Investment Advisors
California
$2.24K +$194 +11 +9%
NSIM
299
North Star Investment Management
Illinois
$1.63K
Optiver Holding
300
Optiver Holding
Netherlands
$1.63K +$1.76K +100 New

TU Hedge Fund Activity: Q3 2023 in Review

306 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q3 2023, worth a combined $12B — down 17% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TU positions and 22 closed out — a net gain of 3 holders — while 117 added to existing stakes and 122 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $124M. The largest seller was Mackenzie Financial, cutting an estimated $92.5M.

  • 306 institutional investors held Telus (TU) as of Q3 2023, up from 305 in Q2 2023.
  • Funds reported $12B of Telus stock for Q3 2023, down 17% quarter-over-quarter.
  • 25 funds opened new Telus positions in Q3 2023 and 22 closed out, a net change of +3 holders.
  • The largest Telus buyer in Q3 2023 was Capital Research Global Investors, an estimated $124M added.
  • The largest Telus seller in Q3 2023 was Mackenzie Financial, an estimated $92.5M sold.

Based on aggregated 13F filings for Q3 2023.