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180 hedge funds and large institutions have $11.5B invested in Telus in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $58.2M | Put options by funds: $11.9M

8% more capital invested

Capital invested by funds: $10.7B → $11.5B (+$813M)

3% less funds holding

Funds holding: 185180 (-5)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

6.28% less ownership

Funds ownership: 112.36%106.08% (-6.3%)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

37% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 86

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
5.84%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.49%
New
17
Increased
54
Reduced
86
Closed
19
Calls
$58.2M
Puts
$11.9M
Net Calls
+$46.3M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Sentry Investments
Ontario, Canada
$115M +$1.87M +120,000 +2%
Public Sector Pension Investment Board (PSP Investments)
27
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$94.4M -$30.6M -1,963,240 -26%
Norges Bank
28
Norges Bank
Norway
$84.2M +$21.8M +1,401,100 +38%
IIM
29
Intact Investment Management
Quebec, Canada
$82.5M -$30.5M -1,957,200 -29%
Renaissance Technologies
30
Renaissance Technologies
New York
$77.3M -$11.5M -740,400 -14%
PIC
31
PCJ Investment Counsel
Ontario, Canada
$75.9M -$851K -54,600 -1%
SC
32
Scotia Capital
Ontario, Canada
$73.9M +$23.9M +1,534,582 +52%
RFC
33
Russell Frank Company
Washington
$66.5M +$83.6K +5,358 +0.1%
BFA
34
BlackRock Fund Advisors
California
$55.5M +$3.43M +219,830 +7%
NEI
35
Northwest & Ethical Investments
Ontario, Canada
$46.7M -$2.07M -132,820 -5%
WHRC
36
W.H. Reaves & Co
New Jersey
$46.3M +$382K +24,510 +0.9%
BG
37
BlackRock Group
United Kingdom
$45.8M -$4.24M -271,824 -9%
MBI
38
Montrusco Bolton Investments
Quebec, Canada
$45.8M +$2.64M +169,580 +7%
Invesco
39
Invesco
Georgia
$44.1M -$13.6M -875,238 -25%
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$33.6M -$14.8M -948,298 -32%
AII
41
AGF Investments Inc
Ontario, Canada
$31.8M -$12.1M -773,284 -29%
BA
42
BlackRock Advisors
Delaware
$30.8M -$7.3M -467,964 -20%
GMI
43
Greystone Managed Investments
Saskatchewan, Canada
$30.3M +$28.4M +1,824,158 New
Acadian Asset Management
44
Acadian Asset Management
Massachusetts
$27.1M -$12.2M -782,600 -32%
H
45
Hexavest
Quebec, Canada
$26.5M +$237K +15,218 +1%
SAM
46
Scotia Asset Management
Ontario, Canada
$26M +$2.39M +153,566 +11%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$25.5M -$232K -14,880 -1%
AAM
48
Aberdeen Asset Management
United Kingdom
$24M +$3.23M +207,208 +17%
UBS AM
49
UBS AM
Illinois
$23.7M -$405K -25,974 -2%
DC
50
Davenport & Co
Virginia
$22.6M -$1.82M -116,738 -8%

TU Hedge Fund Activity: Q3 2013 in Review

180 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q3 2013, worth a combined $11.5B — up 7.6% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TU and 17 opened new positions — a net loss of 2 holders — while 86 trimmed existing stakes and 54 added.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $196M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $337M.

  • 180 institutional investors held Telus (TU) as of Q3 2013, down from 185 in Q2 2013.
  • Funds reported $11.5B of Telus stock for Q3 2013, up 7.6% quarter-over-quarter.
  • 17 funds opened new Telus positions in Q3 2013 and 19 closed out, a net change of -2 holders.
  • The largest Telus buyer in Q3 2013 was Mawer Investment Management, an estimated $196M added.
  • The largest Telus seller in Q3 2013 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $337M sold.

Based on aggregated 13F filings for Q3 2013.