We are live on ! Find out more

190 hedge funds and large institutions have $12.1B invested in Telus in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $9.98M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

6% more funds holding

Funds holding: 180190 (+10)

5.38% more ownership

Funds ownership: 106.08%111.46% (+5.4%)

5% more capital invested

Capital invested by funds: $11.5B → $12.1B (+$577M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

15% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 72

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
5.52%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
30
Increased
61
Reduced
72
Closed
18
Calls
$29.2M
Puts
$9.98M
Net Calls
+$19.2M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$135M +$2.01M +116,314 +2%
IIM
27
Intact Investment Management
Quebec, Canada
$124M +$33.9M +1,962,800 +41%
SI
28
Sentry Investments
Ontario, Canada
$121M +$666K +38,600 +0.6%
Norges Bank
29
Norges Bank
Norway
$99.7M +$12.6M +728,446 +14%
Renaissance Technologies
30
Renaissance Technologies
New York
$88.5M +$8.13M +471,200 +10%
Public Sector Pension Investment Board (PSP Investments)
31
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$85.4M -$12.4M -719,400 -13%
PIC
32
PCJ Investment Counsel
Ontario, Canada
$84.1M +$2.74M +158,800 +4%
SC
33
Scotia Capital
Ontario, Canada
$79.4M +$2.62M +151,648 +3%
EAM
34
Eagle Asset Management
Florida
$71.8M +$70.5M +4,086,118 New
RFC
35
Russell Frank Company
Washington
$62.9M -$6.12M -354,570 -9%
MBI
36
Montrusco Bolton Investments
Quebec, Canada
$48.8M +$1.43M +82,680 +3%
NEI
37
Northwest & Ethical Investments
Ontario, Canada
$47.9M -$444K -25,740 -0.9%
WHRC
38
W.H. Reaves & Co
New Jersey
$47.8M -$168K -9,710 -0.3%
Invesco
39
Invesco
Georgia
$43.7M -$2.13M -123,730 -5%
Canada Pension Plan Investment Board
40
Canada Pension Plan Investment Board
Ontario, Canada
$40.9M +$6.12M +354,600 +18%
AII
41
AGF Investments Inc
Ontario, Canada
$39.4M +$6.32M +366,600 +19%
BFA
42
BlackRock Fund Advisors
California
$36M -$21.7M -1,260,192 -38%
BG
43
BlackRock Group
United Kingdom
$35.7M -$11.9M -690,340 -25%
Massachusetts Financial Services
44
Massachusetts Financial Services
Massachusetts
$29.8M +$9.44M +547,020 +46%
H
45
Hexavest
Quebec, Canada
$27.3M -$174K -10,058 -0.6%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$27.3M +$734K +42,530 +3%
GMI
47
Greystone Managed Investments
Saskatchewan, Canada
$24.5M -$6.89M -399,104 -22%
AAM
48
Aberdeen Asset Management
United Kingdom
$24.3M -$500K -29,000 -2%
DC
49
Davenport & Co
Virginia
$24M +$563K +32,662 +2%
UBS AM
50
UBS AM
Illinois
$23.3M -$1.23M -71,070 -5%

TU Hedge Fund Activity: Q4 2013 in Review

190 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q4 2013, worth a combined $12.1B — up 5% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TU positions and 18 closed out — a net gain of 12 holders — while 61 added to existing stakes and 72 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $171M. The largest seller was Fidelity Investments, cutting an estimated $161M.

  • 190 institutional investors held Telus (TU) as of Q4 2013, up from 180 in Q3 2013.
  • Funds reported $12.1B of Telus stock for Q4 2013, up 5% quarter-over-quarter.
  • 30 funds opened new Telus positions in Q4 2013 and 18 closed out, a net change of +12 holders.
  • The largest Telus buyer in Q4 2013 was Toronto Dominion Bank, an estimated $171M added.
  • The largest Telus seller in Q4 2013 was Fidelity Investments, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2013.