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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
TAM
76
Todd Asset Management
Kentucky
$7.93M +$4.77K +306 +0.1%
TRSOTSOK
77
Teachers Retirement System of the State of Kentucky
Kentucky
$7.82M
BA
78
Bridgewater Associates
Connecticut
$7.74M +$4.09M +262,400 +129%
Credit Agricole
79
Credit Agricole
France
$7.35M +$6.92M +443,654 New
BFS
80
Baskin Financial Services
Ontario, Canada
$6.96M +$32K +2,050 +0.5%
GF
81
Gabelli Funds
New York
$6.66M -$31.2K -2,000 -0.5%
Deutsche Bank
82
Deutsche Bank
Germany
$6.51M -$10.3M -662,372 -63%
LAM
83
Lingohr Asset Management
Germany
$6.31M -$150K -9,600 -2%
JIR
84
James Investment Research
Ohio
$5.54M -$14K -900 -0.3%
DMIC
85
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.33M +$5.02M +321,700 New
QBFM
86
QS Batterymarch Financial Management
New York
$5.07M
Goldman Sachs
87
Goldman Sachs
New York
$5.05M +$613K +39,334 +15%
GCAC
88
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.84M +$130K +8,334 +3%
Wellington Management Group
89
Wellington Management Group
Massachusetts
$4.75M
U
90
UBS
Switzerland
$4.62M -$1.97M -126,362 -31%
GC
91
Guggenheim Capital
Illinois
$4.3M +$3.8M +243,488 +1,522%
TAM
92
Tealwood Asset Management
Minnesota
$4.18M +$151K +9,660 +4%
BNP Paribas Asset Management
93
BNP Paribas Asset Management
France
$4.08M +$3.84M +246,218 New
JP Morgan Chase
94
JP Morgan Chase
New York
$3.84M +$347K +22,234 +11%
Northern Trust
95
Northern Trust
Illinois
$3.59M +$244K +15,624 +8%
MME
96
Meag Munich Ergo
Germany
$3.31M +$3.12M +200,000 New
CA
97
Callahan Advisors
Texas
$3.02M +$104K +6,700 +4%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$2.91M +$766K +49,104 +39%
QI
99
QS Investors
New York
$2.91M +$140K +8,956 +6%
RT
100
Rockland Trust
Massachusetts
$2.72M +$148K +9,500 +6%

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.