We are live on ! Find out more
TU icon

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
TAM
76
Todd Asset Management
Kentucky
$8.74M +$67.9K +3,938 +0.8%
SC
77
Saturna Capital
Washington
$8.48M -$690K -40,000 -8%
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$8.48M – – –
Aviva
79
Aviva
United Kingdom
$8.15M -$488K -28,272 -6%
BFS
80
Baskin Financial Services
Ontario, Canada
$7.52M -$19K -1,100 -0.3%
GF
81
Gabelli Funds
New York
$7.14M -$86.2K -5,000 -1%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$7M +$2.55M +147,600 +61%
MME
83
Meag Munich Ergo
Germany
$6.92M +$759K +44,000 +13%
BIM
84
BlackRock Investment Management
Delaware
$6.91M +$181K +10,480 +3%
DMIC
85
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.01M +$136K +7,904 +2%
Jane Street
86
Jane Street
New York
$5.51M -$4.91M -284,516 -48%
LAM
87
Lingohr Asset Management
Germany
$5.43M – – –
Goldman Sachs
88
Goldman Sachs
New York
$5.4M -$1.63M -94,688 -24%
JIR
89
James Investment Research
Ohio
$5.26M -$1.02M -59,120 -17%
State of Wisconsin Investment Board
90
State of Wisconsin Investment Board
Wisconsin
$5.08M +$4.88M +282,800 New
GCAC
91
Guardian Capital Advisors (Canada)
Ontario, Canada
$4.95M -$102K -5,934 -2%
TAM
92
Tealwood Asset Management
Minnesota
$4.78M +$110K +6,370 +2%
Northern Trust
93
Northern Trust
Illinois
$4.77M +$363K +21,056 +9%
U
94
UBS
Switzerland
$4.44M -$1.56M -90,210 -27%
GC
95
Guggenheim Capital
Illinois
$4.35M +$3.91M +226,966 +1,534%
QBFM
96
QS Batterymarch Financial Management
New York
$4.19M – – –
JP Morgan Chase
97
JP Morgan Chase
New York
$3.78M +$823K +47,742 +29%
CYG
98
Clean Yield Group
Vermont
$3.59M +$395K +22,900 +13%
Wellington Management Group
99
Wellington Management Group
Massachusetts
$3.38M +$759K +44,020 +31%
Fidelity International
100
Fidelity International
Bermuda
$3.21M +$576K +33,400 +23%
2 3
4
5 6

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.