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180 hedge funds and large institutions have $11.5B invested in Telus in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $58.2M | Put options by funds: $11.9M

8% more capital invested

Capital invested by funds: $10.7B → $11.5B (+$813M)

3% less funds holding

Funds holding: 185180 (-5)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

6.28% less ownership

Funds ownership: 112.36%106.08% (-6.3%)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

37% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 86

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
5.84%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.49%
New
17
Increased
54
Reduced
86
Closed
19
Calls
$58.2M
Puts
$11.9M
Net Calls
+$46.3M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
51
Addenda Capital
Quebec, Canada
$22M -$3.34M -213,900 -14%
Massachusetts Financial Services
52
Massachusetts Financial Services
Massachusetts
$19.6M -$6.62M -424,220 -26%
FWIA
53
Fort Washington Investment Advisors
Ohio
$19M
Morgan Stanley
54
Morgan Stanley
New York
$18.3M -$8.12M -520,954 -32%
Bank of America
55
Bank of America
North Carolina
$18.2M +$3.56K +228 +0%
JFL
56
Jarislowsky, Fraser Ltd
Quebec, Canada
$16M -$1.74M -111,362 -10%
BJ
57
BlackRock Japan
Japan
$14.2M -$12M -769,560 -47%
NIM
58
Nexus Investment Management
Ontario, Canada
$13M +$471K +30,200 +4%
APG Asset Management
59
APG Asset Management
Netherlands
$12M -$3.55M -227,800 -24%
HAM
60
Highstreet Asset Management
Ontario, Canada
$12M -$2.22M -142,246 -16%
Macquarie Group
61
Macquarie Group
Australia
$11.9M -$8.77M -562,530 -44%
PCM
62
Peg Capital Management
New Hampshire
$11.2M -$30.9K -1,980 -0.3%
SAM
63
Shell Asset Management
Netherlands
$11.2M -$77.3K -4,954 -0.8%
BTS
64
BB&T Securities
Virginia
$10.3M -$26.8K -1,720 -3%
BONST
65
Bank of Nova Scotia Trust
Ontario, Canada
$10.1M +$3.14M +201,354 +49%
MTB
66
Mizuho Trust & Banking
Japan
$9.66M
SC
67
Saturna Capital
Washington
$9.14M
T
68
TOBAM
France
$8.96M +$8.11M +520,200 +2,654%
DCLA
69
Douglas C. Lane & Associates
New York
$8.83M -$115K -7,350 -1%
First Trust Advisors
70
First Trust Advisors
Illinois
$8.69M +$1.26M +80,720 +18%
Bank of New York Mellon
71
Bank of New York Mellon
New York
$8.56M -$10.8M -694,172 -57%
OTPPB
72
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.43M +$822K +52,740 +12%
BIM
73
BlackRock Investment Management
Delaware
$8.02M +$542K +34,760 +8%
Aviva
74
Aviva
United Kingdom
$8.01M -$94K -6,026 -1%
HCM
75
Heathbridge Capital Management
Ontario, Canada
$8.01M +$122K +7,800 +2%

TU Hedge Fund Activity: Q3 2013 in Review

180 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q3 2013, worth a combined $11.5B — up 7.6% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TU and 17 opened new positions — a net loss of 2 holders — while 86 trimmed existing stakes and 54 added.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $196M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $337M.

  • 180 institutional investors held Telus (TU) as of Q3 2013, down from 185 in Q2 2013.
  • Funds reported $11.5B of Telus stock for Q3 2013, up 7.6% quarter-over-quarter.
  • 17 funds opened new Telus positions in Q3 2013 and 19 closed out, a net change of -2 holders.
  • The largest Telus buyer in Q3 2013 was Mawer Investment Management, an estimated $196M added.
  • The largest Telus seller in Q3 2013 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $337M sold.

Based on aggregated 13F filings for Q3 2013.