Telus
282 hedge funds and large institutions have $10.9B invested in Telus in 2020 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 94 increasing their positions, 119 reducing their positions, and 31 closing their positions.
77% more call options, than puts
Call options by funds: $32.2M | Put options by funds: $18.1M
6% more capital invested
Capital invested by funds: $10.3B → $10.9B (+$661M)
0.25% less ownership
Funds ownership: 51.14% → 50.89% (-0.25%)
3% less funds holding
Funds holding: 290 → 282 (-8)
13% less funds holding in top 10
Funds holding in top 10: 16 → 14 (-2)
19% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 31
21% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 119
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$149M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$87.1M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$45.2M |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$37.3M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$35.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
-$54.8M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$50.6M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$42.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$42.6M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
-$39.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OAM
301
Oppenheimer Asset Management
New York
| – | -$43K | -2,696 | Closed |
|
|
BFEC
302
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$31K | -2,000 | Closed |
|
303
Simplex Trading
Chicago,
Illinois
| – | -$30.6K | -1,837 | Closed |
|
|
SF
304
Synovus Financial
Columbus,
Georgia
| – | -$28K | -1,808 | Closed |
|
|
PFO
305
Pathstone Family Office
Englewood,
New Jersey
| – | -$17K | -1,082 | Closed |
|
|
DAM
306
Delta Asset Management
Memphis,
Tennessee
| – | -$11K | -700 | Closed |
|
|
WQ
307
Wealth Quarterback
Toms River,
New Jersey
| – | -$7.89K | -500 | Closed |
|
|
FCB
308
First Command Bank
Fort Worth,
Texas
| – | -$6K | -392 | Closed |
|
|
FCFS
309
First Command Financial Services
Fort Worth,
Texas
| – | -$6K | -392 | Closed |
|
|
BCA
310
Berman Capital Advisors
Atlanta,
Georgia
| – | -$1.66K | -100 | Closed |
|
|
GWS
311
Glassman Wealth Services
Vienna,
Virginia
| – | -$366 | -22 | -79% |
|
TU Hedge Fund Activity: Q2 2020 in Review
282 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q2 2020, worth a combined $10.9B — up 6.4% from $10.3B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of TU and 25 opened new positions — a net loss of 6 holders — while 119 trimmed existing stakes and 94 added.
The largest buyer was Capital Research Global Investors, adding an estimated $149M. The largest seller was CIBC Asset Management, cutting an estimated $54.8M.
- 282 institutional investors held Telus (TU) as of Q2 2020, down from 290 in Q1 2020.
- Funds reported $10.9B of Telus stock for Q2 2020, up 6.4% quarter-over-quarter.
- 25 funds opened new Telus positions in Q2 2020 and 31 closed out, a net change of -6 holders.
- The largest Telus buyer in Q2 2020 was Capital Research Global Investors, an estimated $149M added.
- The largest Telus seller in Q2 2020 was CIBC Asset Management, an estimated $54.8M sold.
Based on aggregated 13F filings for Q2 2020.