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315 hedge funds and large institutions have $13.6B invested in Telus in 2022 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 129 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

361% more call options, than puts

Call options by funds: $56.5M | Put options by funds: $12.2M

23% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 105

1.32% more ownership

Funds ownership: 50.8%52.12% (+1.3%)

3% less funds holding

Funds holding: 324315 (-9)

8% less capital invested

Capital invested by funds: $14.8B → $13.6B (-$1.18B)

15% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 40

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
315
Holders Change
-9
Holders Change %
-2.78%
% of All Funds
5.43%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
34
Increased
129
Reduced
105
Closed
40
Calls
$56.5M
Puts
$12.2M
Net Calls
+$44.2M
Net Calls Change
+$43.2M
Name Holding Trade Value Shares
Change
Change in
Stake
NEI
76
Northwest & Ethical Investments
Ontario, Canada
$14.1M +$813K +36,406 +5%
Ameriprise
77
Ameriprise
Minnesota
$13.2M +$396K +17,722 +3%
CQS
78
Credential Qtrade Securities
$13M +$125K +5,616 +0.9%
Northern Trust
79
Northern Trust
Illinois
$12.7M +$1.09M +49,021 +8%
Millennium Management
80
Millennium Management
New York
$12.5M -$14.5M -651,128 -51%
Bank of New York Mellon
81
Bank of New York Mellon
New York
$12.3M -$479K -21,428 -3%
WHRC
82
W.H. Reaves & Co
New Jersey
$11.8M +$8.93M +399,996 +206%
Russell Investments Group
83
Russell Investments Group
United Kingdom
$11.1M +$286K +12,826 +2%
BFS
84
Baskin Financial Services
Ontario, Canada
$10.9M -$199K -8,890 -2%
GF
85
Gabelli Funds
New York
$9.55M
RJA
86
Raymond James & Associates
Florida
$9.54M +$356K +15,921 +3%
ACIM
87
Azimuth Capital Investment Management
Michigan
$9.26M +$5.51M +246,705 +112%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$8.96M +$1.93M +86,607 +24%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$8.35M +$1.4M +62,912 +18%
CS
90
Credit Suisse
Switzerland
$7.95M -$7.46M -334,055 -45%
AllianceBernstein
91
AllianceBernstein
Tennessee
$7.91M -$59.2M -2,651,636 -87%
HIM
92
Hillsdale Investment Management
Ontario, Canada
$7.26M -$1.01M -45,370 -11%
SFWA
93
Summit Financial Wealth Advisors
Louisiana
$7.22M +$211K +9,461 +3%
CP
94
Cumberland Partners
Ontario, Canada
$7.02M +$1.41M +62,970 +22%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$6.9M -$278K -12,455 -3%
AC
96
Addenda Capital
Quebec, Canada
$6.84M +$5.04M +225,571 +1,082%
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$6.06M -$209K -9,343 -3%
CYG
98
Clean Yield Group
Vermont
$5.67M -$99.4K -4,450 -2%
SAM
99
Shell Asset Management
Netherlands
$5.56M -$1.34M -59,900 -18%
FNF
100
Fidelity National Financial
Florida
$5.55M

TU Hedge Fund Activity: Q3 2022 in Review

315 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q3 2022, worth a combined $13.6B — down 8% from $14.8B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of TU and 34 opened new positions — a net loss of 6 holders — while 105 trimmed existing stakes and 129 added.

The largest buyer was Bank of Montreal, adding an estimated $458M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $193M sold.

  • 315 institutional investors held Telus (TU) as of Q3 2022, down from 324 in Q2 2022.
  • Funds reported $13.6B of Telus stock for Q3 2022, down 8% quarter-over-quarter.
  • 34 funds opened new Telus positions in Q3 2022 and 40 closed out, a net change of -6 holders.
  • The largest Telus buyer in Q3 2022 was Bank of Montreal, an estimated $458M added.
  • The largest Telus seller in Q3 2022 was Capital Research Global Investors, an estimated $193M sold.

Based on aggregated 13F filings for Q3 2022.