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200 hedge funds and large institutions have $12.8B invested in Telus in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 82 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

649% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $6.56M

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

3% more funds holding

Funds holding: 195200 (+5)

2% more capital invested

Capital invested by funds: $12.6B → $12.8B (+$221M)

0.72% less ownership

Funds ownership: 111.54%110.82% (-0.72%)

15% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 82

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
200
Holders Change
+5
Holders Change %
+2.56%
% of All Funds
5.75%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.4%
New
17
Increased
70
Reduced
82
Closed
11
Calls
$49.1M
Puts
$6.56M
Net Calls
+$42.6M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
Sentry Investments
Ontario, Canada
$122M -$13.9M -761,764 -10%
SRAIM
27
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$117M -$15.7M -858,670 -12%
Renaissance Technologies
28
Renaissance Technologies
New York
$103M +$4.46M +243,550 +5%
PIC
29
PCJ Investment Counsel
Ontario, Canada
$91.8M +$8.96M +489,800 +11%
Public Sector Pension Investment Board (PSP Investments)
30
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$91.5M -$2.04M -111,600 -2%
SC
31
Scotia Capital
Ontario, Canada
$84M -$6.1M -333,462 -7%
IIM
32
Intact Investment Management
Quebec, Canada
$83.2M +$1.45M +79,400 +2%
MBI
33
Montrusco Bolton Investments
Quebec, Canada
$59.7M +$3.64M +199,004 +7%
RFC
34
Russell Frank Company
Washington
$53M -$5.2M -284,320 -9%
Invesco
35
Invesco
Georgia
$52.7M +$4.73M +258,428 +10%
WHRC
36
W.H. Reaves & Co
New Jersey
$52.3M +$359K +19,628 +0.7%
NEI
37
Northwest & Ethical Investments
Ontario, Canada
$50.9M -$612K -33,460 -1%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$50M +$23M +1,259,286 +88%
H
39
Hexavest
Quebec, Canada
$46.4M +$24.9M +1,358,680 +121%
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.5M -$48.3M -2,640,650 -55%
Canada Pension Plan Investment Board
41
Canada Pension Plan Investment Board
Ontario, Canada
$38.6M -$3.2M -175,028 -8%
BG
42
BlackRock Group
United Kingdom
$36.9M -$1.28M -69,906 -3%
AII
43
AGF Investments Inc
Ontario, Canada
$34M +$2.12M +116,000 +7%
BFA
44
BlackRock Fund Advisors
California
$33.9M -$82.3K -4,498 -0.2%
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$30.9M +$9.51M +519,806 +46%
CS
46
Credit Suisse
Switzerland
$28.8M +$1.64M +89,390 +6%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$28.5M -$1.19M -64,886 -4%
T
48
TOBAM
France
$27.7M -$1.34M -73,000 -5%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$27.1M +$26.6M +1,452,632 New
DC
50
Davenport & Co
Virginia
$26.8M +$258K +14,078 +1%

TU Hedge Fund Activity: Q2 2014 in Review

200 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q2 2014, worth a combined $12.8B — up 1.8% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TU positions and 11 closed out — a net gain of 6 holders — while 70 added to existing stakes and 82 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $163M. The largest seller was Citigroup, cutting an estimated $181M.

  • 200 institutional investors held Telus (TU) as of Q2 2014, up from 195 in Q1 2014.
  • Funds reported $12.8B of Telus stock for Q2 2014, up 1.8% quarter-over-quarter.
  • 17 funds opened new Telus positions in Q2 2014 and 11 closed out, a net change of +6 holders.
  • The largest Telus buyer in Q2 2014 was Bank of Montreal, an estimated $163M added.
  • The largest Telus seller in Q2 2014 was Citigroup, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2014.