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Telus
TU

195 hedge funds and large institutions have $12.6B invested in Telus in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 77 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,120% more call options, than puts

Call options by funds: $66.8M | Put options by funds: $5.48M

44% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 16

20% more funds holding in top 10

Funds holding in top 10: 15 → 18 (+3)

3% more funds holding

Funds holding: 190 → 195 (+5)

5% more capital invested

Capital invested by funds: $12.1B → $12.6B (+$555M)

0.07% more ownership

Funds ownership: 111.46% → 111.54% (+0.07%)

19% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 77

Holders
195
Holders Change
+5
Holders Change %
+2.63%
% of All Funds
5.63%
Holding in Top 10
18
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
23
Increased
62
Reduced
77
Closed
16
Calls
$66.8M
Puts
$5.48M
Net Calls
+$61.4M
Net Calls Change
+$42.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$203M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$78.6M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$57.5M
4
Citigroup
Citigroup
New York
+$45.8M
5
BlackRock
BlackRock
New York
+$44.6M

Top Sellers

1
Norges Bank
Norges Bank
Norway
-$99.7M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$96.2M
3
EAM
Eagle Asset Management
Florida
-$71.8M
4
BGC
Beutel, Goodman & Co
Ontario, Canada
-$52.1M
5
IIM
Intact Investment Management
Quebec, Canada
-$46.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
FWIA
51
Fort Washington Investment Advisors
Ohio
$21.2M -$3.45K -200 -0%
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$20.5M +$10.4M +601,824 +112%
H
53
Hexavest
Quebec, Canada
$20.2M -$7.92M -459,460 -29%
Credit Agricole
54
Credit Agricole
France
$19.7M +$2.21M +128,282 +13%
SAM
55
Shell Asset Management
Netherlands
$18.2M +$270K +15,642 +2%
JFL
56
Jarislowsky, Fraser Ltd
Quebec, Canada
$16.4M -$737K -42,736 -4%
DekaBank Deutsche Girozentrale
57
DekaBank Deutsche Girozentrale
Germany
$15.7M +$15M +871,096 New
BONST
58
Bank of Nova Scotia Trust
Ontario, Canada
$14.9M +$1.49M +86,298 +12%
VRS
59
Virginia Retirement Systems
Virginia
$14.5M +$6.2M +359,400 +80%
NIM
60
Nexus Investment Management
Ontario, Canada
$14.2M +$331K +19,200 +2%
Bank of America
61
Bank of America
North Carolina
$14M -$3.69M -214,232 -22%
BTS
62
BB&T Securities
Virginia
$13.6M +$178K +10,328 +16%
BJ
63
BlackRock Japan
Japan
$13.6M -$837K -48,538 -6%
First Trust Advisors
64
First Trust Advisors
Illinois
$13.2M +$2.55M +147,874 +25%
APG Asset Management
65
APG Asset Management
Netherlands
$13M – – –
CPS
66
Counsel Portfolio Services
Ontario, Canada
$12.4M +$1.4M +81,278 +13%
HAM
67
Highstreet Asset Management
Ontario, Canada
$12.3M +$709K +41,100 +6%
PCM
68
Peg Capital Management
New Hampshire
$12.2M -$9.93K -576 -0.1%
Deutsche Bank
69
Deutsche Bank
Germany
$12M -$2.16M -125,036 -16%
MTB
70
Mizuho Trust & Banking
Japan
$11.7M -$538K -31,200 -5%
AL
71
AJO LP
Pennsylvania
$11.4M -$366K -21,200 -3%
LM
72
Lincluden Management
Ontario, Canada
$10.2M +$446K +25,840 +6%
HCM
73
Heathbridge Capital Management
Ontario, Canada
$9.22M +$710K +41,188 +9%
DCLA
74
Douglas C. Lane & Associates
New York
$9.2M -$127K -7,360 -1%
Bank of New York Mellon
75
Bank of New York Mellon
New York
$8.91M -$2.55M -147,930 -23%
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TU Hedge Fund Activity: Q1 2014 in Review

195 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2014, worth a combined $12.6B — up 4.6% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TU positions and 16 closed out — a net gain of 7 holders — while 62 added to existing stakes and 77 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $203M. The largest seller was Norges Bank, exiting entirely with an estimated $99.7M sold.

  • 195 institutional investors held Telus (TU) as of Q1 2014, up from 190 in Q4 2013.
  • Funds reported $12.6B of Telus stock for Q1 2014, up 4.6% quarter-over-quarter.
  • 23 funds opened new Telus positions in Q1 2014 and 16 closed out, a net change of +7 holders.
  • The largest Telus buyer in Q1 2014 was Fidelity Investments, an estimated $203M added.
  • The largest Telus seller in Q1 2014 was Norges Bank, an estimated $99.7M sold.

Based on aggregated 13F filings for Q1 2014.