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239 hedge funds and large institutions have $10.3B invested in Telus in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $1.77M

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

2% more funds holding

Funds holding: 234239 (+5)

3% less capital invested

Capital invested by funds: $10.6B → $10.3B (-$314M)

9% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 91

5.26% less ownership

Funds ownership: 112.4%107.14% (-5.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
239
Holders Change
+5
Holders Change %
+2.14%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
23
Increased
83
Reduced
91
Closed
15
Calls
$11.1M
Puts
$1.77M
Net Calls
+$9.32M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
UIM
26
USS Investment Management
United Kingdom
$75.1M +$949K +57,898 +1%
CAM
27
CGOV Asset Management
Ontario, Canada
$75M +$2.84M +173,400 +5%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$73.9M -$416K -25,362 -0.6%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$73.3M +$1.49M +90,888 +2%
APG Asset Management
30
APG Asset Management
Netherlands
$69.9M +$1.51M +91,886 +2%
SC
31
Scotia Capital
Ontario, Canada
$69.6M -$17.2M -1,050,978 -20%
BlackRock
32
BlackRock
New York
$65.8M +$66.4M +4,049,448 New
MBI
33
Montrusco Bolton Investments
Quebec, Canada
$63.9M +$4.38M +266,900 +7%
Bank of America
34
Bank of America
North Carolina
$60.8M +$8.12M +494,960 +15%
FDCDDQ
35
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.5M +$57.2M +3,491,300 New
CAM
36
Cidel Asset Management
Ontario, Canada
$56.5M +$2.24M +136,674 +4%
IIM
37
Intact Investment Management
Quebec, Canada
$54.3M +$20.9M +1,273,000 +102%
Goldman Sachs
38
Goldman Sachs
New York
$47.1M -$53.6M -3,270,586 -53%
CCMIC
39
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$46.3M +$249K +15,164 +0.5%
Norges Bank
40
Norges Bank
Norway
$45.3M +$1.8M +109,978 +4%
AII
41
AGF Investments Inc
Ontario, Canada
$41.4M -$16.4M -999,960 -28%
PIC
42
PCJ Investment Counsel
Ontario, Canada
$40.9M +$41.5M +2,528,620 New
LM
43
Lincluden Management
Ontario, Canada
$40.2M +$5.7M +347,908 +16%
SRAIM
44
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$34.8M -$304K -18,562 -0.9%
Morgan Stanley
45
Morgan Stanley
New York
$34.3M -$25.8M -1,574,704 -43%
First Trust Advisors
46
First Trust Advisors
Illinois
$31.5M +$3.55M +216,588 +13%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$30.7M -$2.64M -161,200 -8%
UBS AM
48
UBS AM
Illinois
$28M +$400K +24,396 +1%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$26.2M -$2.17M -132,116 -8%
H
50
Hexavest
Quebec, Canada
$25M +$1.82M +110,888 +8%

TU Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2017, worth a combined $10.3B — down 3% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TU positions and 15 closed out — a net gain of 8 holders — while 83 added to existing stakes and 91 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $85.4M. The largest seller was 1832 Asset Management, cutting an estimated $370M.

  • 239 institutional investors held Telus (TU) as of Q1 2017, up from 234 in Q4 2016.
  • Funds reported $10.3B of Telus stock for Q1 2017, down 3% quarter-over-quarter.
  • 23 funds opened new Telus positions in Q1 2017 and 15 closed out, a net change of +8 holders.
  • The largest Telus buyer in Q1 2017 was Bank of Montreal, an estimated $85.4M added.
  • The largest Telus seller in Q1 2017 was 1832 Asset Management, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2017.