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239 hedge funds and large institutions have $10.3B invested in Telus in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $1.77M

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

2% more funds holding

Funds holding: 234239 (+5)

3% less capital invested

Capital invested by funds: $10.6B → $10.3B (-$314M)

9% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 91

5.26% less ownership

Funds ownership: 112.4%107.14% (-5.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
239
Holders Change
+5
Holders Change %
+2.14%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
23
Increased
83
Reduced
91
Closed
15
Calls
$11.1M
Puts
$1.77M
Net Calls
+$9.32M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$24.4M -$346K -21,112 -1%
FAF
52
Första AP-fonden
Sweden
$24.2M -$12.9M -787,122 -35%
DZ Bank
53
DZ Bank
Germany
$22.4M -$14.8M -905,096 -40%
Two Sigma Investments
54
Two Sigma Investments
New York
$22.1M +$345K +21,026 +2%
SAM
55
Shell Asset Management
Netherlands
$19.4M +$954K +58,158 +7%
NIM
56
Nexus Investment Management
Ontario, Canada
$19M +$67.5K +4,120 +0.4%
Citadel Advisors
57
Citadel Advisors
Florida
$19M -$27.6M -1,684,938 -59%
RJA
58
Raymond James & Associates
Florida
$18.7M +$1M +61,150 +6%
Connor, Clark & Lunn Investment Management (CC&L)
59
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$18.4M +$16.2M +988,726 +657%
NEI
60
Northwest & Ethical Investments
Ontario, Canada
$17.9M -$2.07M -126,444 -10%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$15.9M
Northern Trust
62
Northern Trust
Illinois
$15.7M -$2.07M -125,960 -12%
AL
63
AJO LP
Pennsylvania
$15.6M -$11.6M -705,438 -42%
GMI
64
Greystone Managed Investments
Saskatchewan, Canada
$15M -$3.53M -215,498 -19%
BONST
65
Bank of Nova Scotia Trust
Ontario, Canada
$14.8M -$500K -30,486 -3%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$14.7M -$11M -670,784 -43%
AAM
67
Aberdeen Asset Management
United Kingdom
$14M -$330K -20,138 -2%
JFL
68
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.3M -$655K -39,970 -5%
DekaBank Deutsche Girozentrale
69
DekaBank Deutsche Girozentrale
Germany
$13.2M +$3.66M +223,316 +38%
TAM
70
Todd Asset Management
Kentucky
$12.5M -$15.1K -922 -0.1%
SEI Investments
71
SEI Investments
Pennsylvania
$12.1M -$3.04M -185,270 -20%
Barclays
72
Barclays
United Kingdom
$11.9M +$11.6M +704,636 +2,468%
TRSOTSOK
73
Teachers Retirement System of the State of Kentucky
Kentucky
$8.46M
BFS
74
Baskin Financial Services
Ontario, Canada
$8.43M -$25.3K -1,546 -0.3%
GCAC
75
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.13M -$400K -24,402 -6%

TU Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2017, worth a combined $10.3B — down 3% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TU positions and 15 closed out — a net gain of 8 holders — while 83 added to existing stakes and 91 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $85.4M. The largest seller was 1832 Asset Management, cutting an estimated $370M.

  • 239 institutional investors held Telus (TU) as of Q1 2017, up from 234 in Q4 2016.
  • Funds reported $10.3B of Telus stock for Q1 2017, down 3% quarter-over-quarter.
  • 23 funds opened new Telus positions in Q1 2017 and 15 closed out, a net change of +8 holders.
  • The largest Telus buyer in Q1 2017 was Bank of Montreal, an estimated $85.4M added.
  • The largest Telus seller in Q1 2017 was 1832 Asset Management, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2017.