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Telus
TU

195 hedge funds and large institutions have $12.6B invested in Telus in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,120% more call options, than puts

Call options by funds: $66.8M | Put options by funds: $5.48M

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

3% more funds holding

Funds holding: 190 → 195 (+5)

5% more capital invested

Capital invested by funds: $12.1B → $12.6B (+$555M)

0.07% more ownership

Funds ownership: 111.46% → 111.54% (+0.07%)

19% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 77

Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
5.63%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
23
Increased
62
Reduced
77
Closed
16
Calls
$66.8M
Puts
$5.48M
Net Calls
+$61.4M
Net Calls Change
+$42.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$203M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$78.6M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$57.5M
4
Citigroup
Citigroup
New York
+$45.8M
5
BlackRock
BlackRock
New York
+$44.6M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$99.7M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$96.2M
3
EAM
Eagle Asset Management
Florida
-$71.8M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
-$52.1M
5
IIM
Intact Investment Management
Quebec, Canada
-$46.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SRAIM
26
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$142M -$10.3M -597,966 -8%
SI
27
Sentry Investments
Ontario, Canada
$131M +$5M +289,964 +4%
Renaissance Technologies
28
Renaissance Technologies
New York
$95.4M +$2.92M +169,450 +3%
Public Sector Pension Investment Board (PSP Investments)
29
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$90M +$811K +47,000 +0.9%
PIC
30
PCJ Investment Counsel
Ontario, Canada
$87.8M -$3M -173,800 -4%
SC
31
Scotia Capital
Ontario, Canada
$86.8M +$3.91M +226,846 +5%
IIM
32
Intact Investment Management
Quebec, Canada
$81.4M -$46.6M -2,699,200 -40%
RFC
33
Russell Frank Company
Washington
$59.6M -$5.72M -331,938 -9%
MBI
34
Montrusco Bolton Investments
Quebec, Canada
$53.8M +$2.73M +158,560 +6%
WHRC
35
W.H. Reaves & Co
New Jersey
$50M +$118K +6,870 +0.2%
NEI
36
Northwest & Ethical Investments
Ontario, Canada
$49.6M -$393K -22,760 -0.8%
Invesco
37
Invesco
Georgia
$46.2M +$632K +36,660 +1%
Canada Pension Plan Investment Board
38
Canada Pension Plan Investment Board
Ontario, Canada
$40.3M -$2.3M -133,442 -6%
BG
39
BlackRock Group
United Kingdom
$36.9M -$357K -20,702 -1%
BFA
40
BlackRock Fund Advisors
California
$32.8M -$4.55M -263,582 -13%
AII
41
AGF Investments Inc
Ontario, Canada
$30.6M -$10M -580,000 -25%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$28.6M +$206K +11,936 +0.8%
T
43
TOBAM
France
$27.9M +$4.83M +280,200 +22%
CS
44
Credit Suisse
Switzerland
$26.2M +$25.2M +1,458,488 New
DC
45
Davenport & Co
Virginia
$25.6M +$539K +31,258 +2%
Massachusetts Financial Services
46
Massachusetts Financial Services
Massachusetts
$25.6M -$5.23M -303,314 -18%
AAM
47
Aberdeen Asset Management
United Kingdom
$25.2M -$197K -11,400 -0.8%
UBS AM
48
UBS AM
Illinois
$24.8M +$499K +28,930 +2%
GMI
49
Greystone Managed Investments
Saskatchewan, Canada
$23.7M -$1.84M -106,964 -8%
AC
50
Addenda Capital
Quebec, Canada
$21.6M -$787K -45,620 -4%
1
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TU Hedge Fund Activity: Q1 2014 in Review

195 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2014, worth a combined $12.6B — up 4.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TU positions and 16 closed out — a net gain of 7 holders — while 62 added to existing stakes and 77 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $203M. The largest seller was Norges Bank, exiting entirely with an estimated $99.7M sold.

  • 195 institutional investors held Telus (TU) as of Q1 2014, up from 190 in Q4 2013.
  • Funds reported $12.6B of Telus stock for Q1 2014, up 4.6% quarter-over-quarter.
  • 23 funds opened new Telus positions in Q1 2014 and 16 closed out, a net change of +7 holders.
  • The largest Telus buyer in Q1 2014 was Fidelity Investments, an estimated $203M added.
  • The largest Telus seller in Q1 2014 was Norges Bank, an estimated $99.7M sold.

Based on aggregated 13F filings for Q1 2014.