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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
IRC
301
Investors Research Corp
Georgia
$1.32K
GRP
302
Global Retirement Partners
California
$1.13K -$123 -7 -9%
PCM
303
Penserra Capital Management
California
$1K +$652 +37 +46%
EARNEST Partners
304
EARNEST Partners
Georgia
$976
UB
305
UMB Bank
Missouri
$964
AF
306
Advisornet Financial
Minnesota
$409
FGAM
307
Financial Gravity Asset Management
Texas
$24 -$317 -18 -95%
Arrowstreet Capital
308
Arrowstreet Capital
Massachusetts
-$2.77M -142,445 Closed
Capstone Investment Advisors
309
Capstone Investment Advisors
New York
-$761K -39,094 Closed
CRI
310
Colonial River Investments
Virginia
-$400K -20,546 Closed
SM
311
Sciencast Management
New Jersey
-$358K -18,390 Closed
OTPPB
312
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$345K -17,739 Closed
VAS
313
Vestmark Advisory Solutions
Massachusetts
-$332K -17,053 Closed
LWIC
314
Leith Wheeler Investment Counsel
British Columbia, Canada
-$297K -11,525 Closed
PSP
315
Principal Street Partners
Tennessee
-$217K -11,007 Closed
WQ
316
Wealth Quarterback
New Jersey
-$211K -10,858 Closed
AWA
317
Aaron Wealth Advisors
Illinois
-$195K -10,000 Closed
Simplex Trading
318
Simplex Trading
Illinois
-$163K -9,224 Closed
HT
319
Headlands Technologies
Illinois
-$159K -8,154 Closed
IWP
320
Icon Wealth Partners
Texas
-$112K -5,770 Closed
CFO
321
CVA Family Office
Colorado
-$51.9K -2,668 Closed
RI
322
Ridgewood Investments
New Jersey
-$31.1K -1,600 Closed
FFA
323
Farther Finance Advisors
California
-$14.5K -746 Closed
HFM
324
Harvest Fund Management
China
-$7K -373 Closed
FMP
325
Financial Management Professionals
Texas
-$7K -365 Closed

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.