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292 hedge funds and large institutions have $13.8B invested in Telus in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 106 increasing their positions, 102 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

290% more call options, than puts

Call options by funds: $50.6M | Put options by funds: $13M

52% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 27

5% more capital invested

Capital invested by funds: $13.1B → $13.8B (+$669M)

4% more funds holding

Funds holding: 282292 (+10)

1.49% more ownership

Funds ownership: 50.77%52.26% (+1.5%)

4% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 102

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
292
Holders Change
+10
Holders Change %
+3.55%
% of All Funds
5.13%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
41
Increased
106
Reduced
102
Closed
27
Calls
$50.6M
Puts
$13M
Net Calls
+$37.6M
Net Calls Change
-$14.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
26
OMERS Administration Corp
Ontario, Canada
$99.8M -$3.6M -173,553 -3%
Norges Bank
27
Norges Bank
Norway
$92.5M +$1.58M +76,138 +2%
IIM
28
Intact Investment Management
Quebec, Canada
$91.5M +$3.71M +178,460 +5%
Bank of America
29
Bank of America
North Carolina
$88.2M -$11.9M -572,613 -11%
BCIM
30
British Columbia Investment Management
British Columbia, Canada
$82.9M -$22M -1,061,456 -20%
First Trust Advisors
31
First Trust Advisors
Illinois
$82.5M +$1.37M +65,895 +2%
Renaissance Technologies
32
Renaissance Technologies
New York
$81.3M -$31.9M -1,536,400 -27%
Goldman Sachs
33
Goldman Sachs
New York
$77M +$73.7M +3,547,171 +1,128%
BlackRock
34
BlackRock
New York
$74.6M -$21.5M -1,034,148 -22%
Capital World Investors
35
Capital World Investors
California
$70.2M +$1.1M +53,022 +2%
CCMIC
36
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$68.2M -$7.37M -354,903 -9%
MBI
37
Montrusco Bolton Investments
Quebec, Canada
$64M -$10.8M -522,143 -14%
JP Morgan Chase
38
JP Morgan Chase
New York
$63.5M +$18.2M +873,808 +38%
AIMCA
39
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$60.8M -$13M -625,800 -17%
UBS AM
40
UBS AM
Illinois
$52.7M -$409K -19,704 -0.7%
Marshall Wace
41
Marshall Wace
United Kingdom
$52.5M +$51.6M +2,482,528 +1,612%
DPIM
42
Duff & Phelps Investment Management
Illinois
$51M
Neuberger Berman Group
43
Neuberger Berman Group
New York
$50.2M +$2.97M +143,184 +6%
CAM
44
Cidel Asset Management
Ontario, Canada
$44.6M -$15.5M -744,574 -25%
LM
45
Lincluden Management
Ontario, Canada
$44.2M +$4.02M +193,567 +10%
SRAIM
46
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$42.9M -$2.14M -102,790 -5%
TPM
47
Triasima Portfolio Management
Quebec, Canada
$37.8M +$6.36M +306,400 +19%
Swiss National Bank
48
Swiss National Bank
Switzerland
$37.6M +$405K +19,500 +1%
DekaBank Deutsche Girozentrale
49
DekaBank Deutsche Girozentrale
Germany
$36.1M -$1.44M -69,453 -4%
AII
50
AGF Investments Inc
Ontario, Canada
$35.7M -$26.1M -1,255,546 -41%

TU Hedge Fund Activity: Q1 2021 in Review

292 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2021, worth a combined $13.8B — up 5.1% from $13.1B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new TU positions and 27 closed out — a net gain of 14 holders — while 106 added to existing stakes and 102 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $369M. The largest seller was Canada Life, cutting an estimated $256M.

  • 292 institutional investors held Telus (TU) as of Q1 2021, up from 282 in Q4 2020.
  • Funds reported $13.8B of Telus stock for Q1 2021, up 5.1% quarter-over-quarter.
  • 41 funds opened new Telus positions in Q1 2021 and 27 closed out, a net change of +14 holders.
  • The largest Telus buyer in Q1 2021 was Mackenzie Financial, an estimated $369M added.
  • The largest Telus seller in Q1 2021 was Canada Life, an estimated $256M sold.

Based on aggregated 13F filings for Q1 2021.