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323 hedge funds and large institutions have $14.3B invested in Telus in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 117 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more call options, than puts

Call options by funds: $58.9M | Put options by funds: $10.5M

42% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 36

5% more capital invested

Capital invested by funds: $13.6B → $14.3B (+$680M)

3% more funds holding

Funds holding: 315323 (+8)

7% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 109

0.47% less ownership

Funds ownership: 52.12%51.65% (-0.47%)

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

Holders
323
Holders Change
+8
Holders Change %
+2.54%
% of All Funds
5.19%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.14%
New
51
Increased
117
Reduced
109
Closed
36
Calls
$58.9M
Puts
$10.5M
Net Calls
+$48.3M
Net Calls Change
+$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
NA
301
NewEdge Advisors
Louisiana
$5.68K +$6.07K +294 New
QI
302
QV Investors
Alberta, Canada
$5K
GRP
303
Global Retirement Partners
California
$4.73K -$392 -19 -7%
PGAM
304
Princeton Global Asset Management
New Jersey
$4K
FMB
305
Field & Main Bank
Kentucky
$3.86K
ETC
306
Exchange Traded Concepts
Oklahoma
$3.44K -$2.48K -120 -40%
AWM
307
Accel Wealth Management
Iowa
$3.1K
CWA
308
Clearview Wealth Advisors
Oregon
$2.78K +$2.97K +144 New
FHA
309
First Horizon Advisors
Tennessee
$2.74K
MCM
310
Manchester Capital Management
Vermont
$2.47K -$12K -581 -82%
MPWT
311
MassMutual Private Wealth & Trust
Connecticut
$2K -$1.14K -55 -32%
PPWM
312
PFG Private Wealth Management
Florida
$2K
NSIM
313
North Star Investment Management
Illinois
$1.93K
IRC
314
Investors Research Corp
Georgia
$1.56K
EARNEST Partners
315
EARNEST Partners
Georgia
$1.15K
FMP
316
Financial Management Professionals
Texas
$1K +$661 +32 New
PCM
317
Penserra Capital Management
California
$1K +$1.57K +76 New
AF
318
Advisornet Financial
Minnesota
$483
BWL
319
Bogart Wealth LLC
Virginia
$483 +$516 +25 New
Dimensional Fund Advisors
320
Dimensional Fund Advisors
Texas
$431 -$578 -28 -0.1%
FGAM
321
Financial Gravity Asset Management
Texas
$85 -$21 -1 -5%
LFG
322
Larson Financial Group
Missouri
$77 +$83 +4 New
CMP
323
Coston McIsaac & Partners
Maine
$11
Capital International Investors
324
Capital International Investors
California
-$172M -8,654,258 Closed
AAM
325
Alpine Associates Management
Florida
-$21.6M -1,089,988 Closed

TU Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q4 2022, worth a combined $14.3B — up 5% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new TU positions and 36 closed out — a net gain of 15 holders — while 117 added to existing stakes and 109 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $203M. The largest seller was Bank of Montreal, cutting an estimated $230M.

  • 323 institutional investors held Telus (TU) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $14.3B of Telus stock for Q4 2022, up 5% quarter-over-quarter.
  • 51 funds opened new Telus positions in Q4 2022 and 36 closed out, a net change of +15 holders.
  • The largest Telus buyer in Q4 2022 was National Bank of Canada, an estimated $203M added.
  • The largest Telus seller in Q4 2022 was Bank of Montreal, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.