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273 hedge funds and large institutions have $11.7B invested in Telus in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $16.4M

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $10.3B → $11.7B (+$1.41B)

13% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 87

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more funds holding

Funds holding: 262273 (+11)

1.62% more ownership

Funds ownership: 102.92%104.54% (+1.6%)

Holders
273
Holders Change
+11
Holders Change %
+4.2%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
36
Increased
98
Reduced
87
Closed
24
Calls
$43.7M
Puts
$16.4M
Net Calls
+$27.3M
Net Calls Change
+$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JFL
76
Jarislowsky, Fraser Ltd
Quebec, Canada
$13.8M -$739K -41,812 -5%
OAC
77
OMERS Administration Corp
Ontario, Canada
$12.8M +$771K +43,644 +7%
AAMU
78
Amundi Asset Management US
Massachusetts
$12.6M +$4.56M +257,978 +61%
Canada Pension Plan Investment Board
79
Canada Pension Plan Investment Board
Ontario, Canada
$12.5M +$3.47M +196,200 +41%
GCAC
80
Guardian Capital Advisors (Canada)
Ontario, Canada
$11.8M +$396K +22,438 +5%
UIM
81
USS Investment Management
United Kingdom
$11.3M
UBS Group
82
UBS Group
Switzerland
$11.1M -$1.25M -70,612 -11%
HSBC Holdings
83
HSBC Holdings
United Kingdom
$10.6M +$349K +19,734 +4%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$10.4M +$2.51M +141,912 +33%
Two Sigma Advisers
85
Two Sigma Advisers
New York
$10.1M +$2.05M +115,800 +27%
CGH
86
Crossmark Global Holdings
Texas
$9.95M +$201K +11,374 +2%
BFS
87
Baskin Financial Services
Ontario, Canada
$9.89M +$7.14K +404 +0.1%
FAF
88
Första AP-fonden
Sweden
$9.61M +$915K +51,800 +11%
GF
89
Gabelli Funds
New York
$9.19M -$177K -10,000 -2%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$8.61M +$12.3M +697,564 +995%
Geode Capital Management
91
Geode Capital Management
Massachusetts
$8.36M -$9.93M -562,176 -55%
BA
92
Bridgewater Associates
Connecticut
$7.66M -$1.61M -91,264 -18%
AL
93
AJO LP
Pennsylvania
$7.48M -$6.63M -375,346 -48%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$7.47M +$3.43M +194,184 +93%
Citigroup
95
Citigroup
New York
$6.97M -$12.9M -730,932 -66%
Neuberger Berman Group
96
Neuberger Berman Group
New York
$6.78M -$723K -40,906 -10%
GMI
97
Greystone Managed Investments
Saskatchewan, Canada
$6.68M -$2.09M -118,418 -25%
SEI Investments
98
SEI Investments
Pennsylvania
$6.16M -$296K -16,736 -5%
SAM
99
Shell Asset Management
Netherlands
$6.11M +$77.8K +4,400 +1%
LSV Asset Management
100
LSV Asset Management
Illinois
$6.05M +$1.8M +101,600 +45%

TU Hedge Fund Activity: Q1 2019 in Review

273 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2019, worth a combined $11.7B — up 14% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TU positions and 24 closed out — a net gain of 12 holders — while 98 added to existing stakes and 87 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $162M. The largest seller was Mackenzie Financial, cutting an estimated $63.1M.

  • 273 institutional investors held Telus (TU) as of Q1 2019, up from 262 in Q4 2018.
  • Funds reported $11.7B of Telus stock for Q1 2019, up 14% quarter-over-quarter.
  • 36 funds opened new Telus positions in Q1 2019 and 24 closed out, a net change of +12 holders.
  • The largest Telus buyer in Q1 2019 was Royal Bank of Canada, an estimated $162M added.
  • The largest Telus seller in Q1 2019 was Mackenzie Financial, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2019.