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210 hedge funds and large institutions have $11.8B invested in Telus in 2014 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 88 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

897% more call options, than puts

Call options by funds: $55.1M | Put options by funds: $5.53M

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

35% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 65

5% more funds holding

Funds holding: 200210 (+10)

1.32% more ownership

Funds ownership: 110.82%112.14% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

8% less capital invested

Capital invested by funds: $12.8B → $11.8B (-$1.05B)

Holders
210
Holders Change
+10
Holders Change %
+5%
% of All Funds
6.09%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.41%
New
23
Increased
88
Reduced
65
Closed
13
Calls
$55.1M
Puts
$5.53M
Net Calls
+$49.6M
Net Calls Change
+$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$23.7M +$14.5M +811,952 +142%
APG Asset Management
52
APG Asset Management
Netherlands
$23.3M +$5.18M +290,164 +27%
T
53
TOBAM
France
$21.6M -$3.94M -221,000 -15%
Bank of America
54
Bank of America
North Carolina
$20.9M +$1.12M +62,734 +5%
FWIA
55
Fort Washington Investment Advisors
Ohio
$20.4M +$171K +9,600 +0.8%
AAM
56
Aberdeen Asset Management
United Kingdom
$19.8M -$803K -45,000 -4%
H
57
Hexavest
Quebec, Canada
$18.9M -$24.6M -1,381,252 -56%
First Trust Advisors
58
First Trust Advisors
Illinois
$18.6M +$4.49M +251,540 +30%
DekaBank Deutsche Girozentrale
59
DekaBank Deutsche Girozentrale
Germany
$16.3M +$2.1M +117,800 +15%
SAM
60
Shell Asset Management
Netherlands
$15M -$2.48M -138,800 -15%
VRS
61
Virginia Retirement Systems
Virginia
$13.8M +$10.7K +600 +0.1%
NIM
62
Nexus Investment Management
Ontario, Canada
$13.8M +$25K +1,400 +0.2%
AllianceBernstein
63
AllianceBernstein
Tennessee
$12.7M -$1.94M -108,914 -13%
JFL
64
Jarislowsky, Fraser Ltd
Quebec, Canada
$12.3M -$2.24M -125,824 -15%
BJ
65
BlackRock Japan
Japan
$12M +$34.6K +1,942 +0.3%
AL
66
AJO LP
Pennsylvania
$12M +$1.32M +73,900 +12%
LM
67
Lincluden Management
Ontario, Canada
$11.9M +$1.18M +65,990 +14%
PCM
68
Peg Capital Management
New Hampshire
$11.6M -$7.13K -400 -0.1%
Goldman Sachs
69
Goldman Sachs
New York
$11.5M +$571K +32,030 +5%
HAM
70
Highstreet Asset Management
Ontario, Canada
$11.5M +$850K +47,674 +8%
MTB
71
Mizuho Trust & Banking
Japan
$9.59M -$1.34M -75,200 -13%
CPS
72
Counsel Portfolio Services
Ontario, Canada
$9.2M -$2.41M -135,076 -20%
Bank of New York Mellon
73
Bank of New York Mellon
New York
$8.7M -$70.7K -3,962 -0.8%
SC
74
Saturna Capital
Washington
$8.07M
Wellington Management Group
75
Wellington Management Group
Massachusetts
$7.73M +$1.76M +98,742 +28%

TU Hedge Fund Activity: Q3 2014 in Review

210 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q3 2014, worth a combined $11.8B — down 8.2% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TU positions and 13 closed out — a net gain of 10 holders — while 88 added to existing stakes and 65 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $50.3M. The largest seller was Letko, Brosseau & Associates, cutting an estimated $66.7M.

  • 210 institutional investors held Telus (TU) as of Q3 2014, up from 200 in Q2 2014.
  • Funds reported $11.8B of Telus stock for Q3 2014, down 8.2% quarter-over-quarter.
  • 23 funds opened new Telus positions in Q3 2014 and 13 closed out, a net change of +10 holders.
  • The largest Telus buyer in Q3 2014 was Bank of Montreal, an estimated $50.3M added.
  • The largest Telus seller in Q3 2014 was Letko, Brosseau & Associates, an estimated $66.7M sold.

Based on aggregated 13F filings for Q3 2014.