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311 hedge funds and large institutions have $14.6B invested in Telus in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 123 increasing their positions, 109 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $62.7M | Put options by funds: $27.4M

13% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 109

2% more capital invested

Capital invested by funds: $14.3B → $14.6B (+$296M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1.04% less ownership

Funds ownership: 51.65%50.61% (-1%)

4% less funds holding

Funds holding: 323311 (-12)

18% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 39

Holders
311
Holders Change
-12
Holders Change %
-3.72%
% of All Funds
4.96%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
32
Increased
123
Reduced
109
Closed
39
Calls
$62.7M
Puts
$27.4M
Net Calls
+$35.2M
Net Calls Change
-$13.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$99.9M -$23.4M -1,153,145 -19%
GCC
27
Guardian Capital (Canada)
Ontario, Canada
$97.2M +$1.05M +51,589 +1%
Norges Bank
28
Norges Bank
Norway
$94.6M +$724K +35,629 +0.8%
AM
29
AGF Management
Ontario, Canada
$86M -$18.8M -925,691 -18%
Caisse de Depot et Placement du Quebec (CDPQ)
30
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$81.7M +$6.51M +320,220 +8%
AIMCA
31
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$69.5M -$30.7M -1,511,840 -30%
JP Morgan Chase
32
JP Morgan Chase
New York
$68.6M -$413K -20,295 -0.6%
DZ Bank
33
DZ Bank
Germany
$63M +$4.73M +232,391 +8%
Massachusetts Financial Services
34
Massachusetts Financial Services
Massachusetts
$59.7M +$209K +10,297 +0.3%
IIM
35
Intact Investment Management
Quebec, Canada
$57.5M +$13.2M +650,360 +29%
Fidelity International
36
Fidelity International
Bermuda
$57.5M -$91.3M -4,491,199 -61%
Goldman Sachs
37
Goldman Sachs
New York
$53.9M +$39M +1,917,559 +241%
AAMU
38
AEGON Asset Management (UK)
United Kingdom
$46.9M +$162K +7,949 +0.3%
DPIM
39
Duff & Phelps Investment Management
Illinois
$46.6M
BlackRock
40
BlackRock
New York
$45.5M +$4.04M +198,602 +9%
Amundi
41
Amundi
France
$44.9M -$4.73M -232,417 -10%
DekaBank Deutsche Girozentrale
42
DekaBank Deutsche Girozentrale
Germany
$44.7M -$886K -43,578 -2%
MBI
43
Montrusco Bolton Investments
Quebec, Canada
$44.5M -$352K -17,326 -0.8%
Neuberger Berman Group
44
Neuberger Berman Group
New York
$39.3M -$3.52M -172,919 -8%
Aviva
45
Aviva
United Kingdom
$38.6M +$11.5M +564,827 +41%
Swiss National Bank
46
Swiss National Bank
Switzerland
$37.9M -$1.36M -67,100 -3%
APG Asset Management
47
APG Asset Management
Netherlands
$37.2M +$5.09M +250,220 +14%
Geode Capital Management
48
Geode Capital Management
Massachusetts
$35.7M +$1.18M +58,156 +3%
Citadel Advisors
49
Citadel Advisors
Florida
$35M +$3.01M +147,849 +9%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$34.2M +$1.59M +78,415 +5%

TU Hedge Fund Activity: Q1 2023 in Review

311 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2023, worth a combined $14.6B — up 2.1% from $14.3B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of TU and 32 opened new positions — a net loss of 7 holders — while 109 trimmed existing stakes and 123 added.

The largest buyer was Royal Bank of Canada, adding an estimated $116M. The largest seller was Fidelity International, cutting an estimated $91.3M.

  • 311 institutional investors held Telus (TU) as of Q1 2023, down from 323 in Q4 2022.
  • Funds reported $14.6B of Telus stock for Q1 2023, up 2.1% quarter-over-quarter.
  • 32 funds opened new Telus positions in Q1 2023 and 39 closed out, a net change of -7 holders.
  • The largest Telus buyer in Q1 2023 was Royal Bank of Canada, an estimated $116M added.
  • The largest Telus seller in Q1 2023 was Fidelity International, an estimated $91.3M sold.

Based on aggregated 13F filings for Q1 2023.