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190 hedge funds and large institutions have $12.1B invested in Telus in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $9.98M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

6% more funds holding

Funds holding: 180190 (+10)

5.38% more ownership

Funds ownership: 106.08%111.46% (+5.4%)

5% more capital invested

Capital invested by funds: $11.5B → $12.1B (+$577M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

15% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 72

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
5.52%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
30
Increased
61
Reduced
72
Closed
18
Calls
$29.2M
Puts
$9.98M
Net Calls
+$19.2M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
76
Saturna Capital
Washington
$8.82M -$690K -40,000 -7%
TAM
77
Todd Asset Management
Kentucky
$8.31M +$60.9K +3,528 +0.7%
Aviva
78
Aviva
United Kingdom
$8.26M -$3.79K -220 -0%
HCM
79
Heathbridge Capital Management
Ontario, Canada
$8.14M +$69K +4,000 +0.9%
TRSOTSOK
80
Teachers Retirement System of the State of Kentucky
Kentucky
$8.13M
VRS
81
Virginia Retirement Systems
Virginia
$7.69M +$7.71M +446,800 New
LM
82
Lincluden Management
Ontario, Canada
$7.53M +$4.82M +279,160 +176%
BFS
83
Baskin Financial Services
Ontario, Canada
$7.23M +$16.4K +950 +0.2%
GF
84
Gabelli Funds
New York
$6.92M
Goldman Sachs
85
Goldman Sachs
New York
$6.81M +$1.56M +90,160 +30%
BA
86
Bridgewater Associates
Connecticut
$6.54M -$1.48M -85,800 -18%
BIM
87
BlackRock Investment Management
Delaware
$6.44M -$1.91M -110,560 -23%
JIR
88
James Investment Research
Ohio
$6.06M +$290K +16,820 +5%
MME
89
Meag Munich Ergo
Germany
$5.83M +$2.42M +140,000 +70%
U
90
UBS
Switzerland
$5.81M +$1.01M +58,462 +21%
DMIC
91
Dixon Mitchell Investment Counsel
British Columbia, Canada
$5.62M +$91.7K +5,316 +2%
LAM
92
Lingohr Asset Management
Germany
$5.2M -$1.35M -78,500 -21%
GCAC
93
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.13M -$8.8K -510 -0.2%
TAM
94
Tealwood Asset Management
Minnesota
$4.47M +$122K +7,050 +3%
Northern Trust
95
Northern Trust
Illinois
$4.2M +$475K +27,556 +13%
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$4.18M +$4.19M +242,784 New
BNP Paribas Asset Management
97
BNP Paribas Asset Management
France
$4.02M -$219K -12,700 -5%
QBFM
98
QS Batterymarch Financial Management
New York
$4.02M -$1.24M -71,600 -23%
CA
99
Callahan Advisors
Texas
$3.05M -$92.8K -5,380 -3%
CYG
100
Clean Yield Group
Vermont
$3.04M +$3.05M +176,850 New

TU Hedge Fund Activity: Q4 2013 in Review

190 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q4 2013, worth a combined $12.1B — up 5% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TU positions and 18 closed out — a net gain of 12 holders — while 61 added to existing stakes and 72 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $171M. The largest seller was Fidelity Investments, cutting an estimated $161M.

  • 190 institutional investors held Telus (TU) as of Q4 2013, up from 180 in Q3 2013.
  • Funds reported $12.1B of Telus stock for Q4 2013, up 5% quarter-over-quarter.
  • 30 funds opened new Telus positions in Q4 2013 and 18 closed out, a net change of +12 holders.
  • The largest Telus buyer in Q4 2013 was Toronto Dominion Bank, an estimated $171M added.
  • The largest Telus seller in Q4 2013 was Fidelity Investments, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2013.