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200 hedge funds and large institutions have $12.8B invested in Telus in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 82 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

649% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $6.56M

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

3% more funds holding

Funds holding: 195200 (+5)

2% more capital invested

Capital invested by funds: $12.6B → $12.8B (+$221M)

0.72% less ownership

Funds ownership: 111.54%110.82% (-0.72%)

15% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 82

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
200
Holders Change
+5
Holders Change %
+2.56%
% of All Funds
5.75%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.4%
New
17
Increased
70
Reduced
82
Closed
11
Calls
$49.1M
Puts
$6.56M
Net Calls
+$42.6M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
U
76
UBS
Switzerland
$11.2M +$6.45M +352,458 +143%
Citigroup
77
Citigroup
New York
$10.7M -$181M -9,917,970 -95%
LM
78
Lincluden Management
Ontario, Canada
$10.2M +$339K +18,540 +4%
HCM
79
Heathbridge Capital Management
Ontario, Canada
$9.78M +$198K +10,796 +2%
Bank of New York Mellon
80
Bank of New York Mellon
New York
$9.56M +$323K +17,642 +4%
DCLA
81
Douglas C. Lane & Associates
New York
$9.49M -$37.2K -2,034 -0.4%
SC
82
Saturna Capital
Washington
$8.79M
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$8.32M +$2.98M +163,000 +58%
TAM
84
Todd Asset Management
Kentucky
$8.13M -$908K -49,654 -10%
TRSOTSOK
85
Teachers Retirement System of the State of Kentucky
Kentucky
$7.83M -$940K -51,400 -11%
BFS
86
Baskin Financial Services
Ontario, Canada
$7.81M -$15.7K -860 -0.2%
GF
87
Gabelli Funds
New York
$7.32M -$73.2K -4,000 -1%
Aviva
88
Aviva
United Kingdom
$7.17M -$1.28M -70,154 -15%
MME
89
Meag Munich Ergo
Germany
$7.17M
Wellington Management Group
90
Wellington Management Group
Massachusetts
$6.59M +$3.03M +165,578 +88%
DMIC
91
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.31M +$68.3K +3,736 +1%
BIM
92
BlackRock Investment Management
Delaware
$6.13M -$1.01M -55,360 -14%
GCAC
93
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.45M +$165K +8,996 +3%
Northern Trust
94
Northern Trust
Illinois
$5.39M +$439K +24,020 +9%
TAM
95
Tealwood Asset Management
Minnesota
$4.86M -$84.7K -4,632 -2%
Legal & General Group
96
Legal & General Group
United Kingdom
$3.76M +$1.11M +60,820 +43%
CYG
97
Clean Yield Group
Vermont
$3.74M +$18.3K +1,000 +0.5%
JP Morgan Chase
98
JP Morgan Chase
New York
$3.69M -$225K -12,276 -6%
CA
99
Callahan Advisors
Texas
$3.39M +$106K +5,820 +3%
JIR
100
James Investment Research
Ohio
$3.18M -$2.23M -121,680 -42%

TU Hedge Fund Activity: Q2 2014 in Review

200 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q2 2014, worth a combined $12.8B — up 1.8% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TU positions and 11 closed out — a net gain of 6 holders — while 70 added to existing stakes and 82 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $163M. The largest seller was Citigroup, cutting an estimated $181M.

  • 200 institutional investors held Telus (TU) as of Q2 2014, up from 195 in Q1 2014.
  • Funds reported $12.8B of Telus stock for Q2 2014, up 1.8% quarter-over-quarter.
  • 17 funds opened new Telus positions in Q2 2014 and 11 closed out, a net change of +6 holders.
  • The largest Telus buyer in Q2 2014 was Bank of Montreal, an estimated $163M added.
  • The largest Telus seller in Q2 2014 was Citigroup, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2014.