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180 hedge funds and large institutions have $11.5B invested in Telus in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 86 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $58.2M | Put options by funds: $11.9M

8% more capital invested

Capital invested by funds: $10.7B → $11.5B (+$813M)

3% less funds holding

Funds holding: 185180 (-5)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

6.28% less ownership

Funds ownership: 112.36%106.08% (-6.3%)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

37% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 86

Holders
180
Holders Change
-5
Holders Change %
-2.7%
% of All Funds
5.84%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.49%
New
17
Increased
54
Reduced
86
Closed
19
Calls
$58.2M
Puts
$11.9M
Net Calls
+$46.3M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Change in
Stake
LM
101
Lincluden Management
Ontario, Canada
$2.62M +$273K +17,510 +12%
Fidelity International
102
Fidelity International
Bermuda
$2.48M -$166K -10,666 -7%
Legal & General Group
103
Legal & General Group
United Kingdom
$2.36M -$70.4K -4,516 -3%
Axa
104
Axa
France
$2.27M -$8.41M -539,152 -80%
PI
105
PineBridge Investments
New York
$2.25M -$552K -35,402 -21%
DL
106
Delta Lloyd
Netherlands
$1.99M
WAM
107
World Asset Management
Michigan
$1.92M -$371K -23,814 -17%
CAM
108
Capstone Asset Management
Texas
$1.86M -$67.7K -4,340 -4%
AllianceBernstein
109
AllianceBernstein
Tennessee
$1.84M +$305K +19,574 +21%
HIM
110
Hillsdale Investment Management
Ontario, Canada
$1.81M -$2.15M -137,600 -56%
GI
111
Gradient Investments
Minnesota
$1.58M +$451K +28,918 +43%
Allianz Asset Management
112
Allianz Asset Management
Germany
$1.55M -$6.04M -387,316 -80%
GAM
113
Gotham Asset Management
New York
$1.46M -$1.48M -94,778 -52%
PP
114
Paloma Partners
Connecticut
$1.45M -$39.3K -2,518 -3%
Comerica Bank
115
Comerica Bank
Texas
$1.42M +$91.5K +5,866 +7%
BRCM
116
Bright Rock Capital Management
Massachusetts
$1.39M +$93.6K +6,000 +8%
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$1.18M -$3.4M -218,200 -75%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$1.14M -$742K -47,600 -41%
MAM
119
Martingale Asset Management
Massachusetts
$1.12M -$125 -8 -0%
WIS
120
Wright Investors Service
Connecticut
$1.06M -$16.4K -1,050 -2%
ACP
121
Ashfield Capital Partners
California
$1.06M +$65.9K +4,224 +7%
Barclays
122
Barclays
United Kingdom
$1M +$98.1K +6,292 +12%
KWMG
123
King Wealth Management Group
Florida
$913K
SG Americas Securities
124
SG Americas Securities
New York
$895K +$820K +52,560 New
AG
125
Aperio Group
California
$776K -$7.21K -462 -1%

TU Hedge Fund Activity: Q3 2013 in Review

180 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q3 2013, worth a combined $11.5B — up 7.6% from $10.7B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of TU and 17 opened new positions — a net loss of 2 holders — while 86 trimmed existing stakes and 54 added.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $196M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $337M.

  • 180 institutional investors held Telus (TU) as of Q3 2013, down from 185 in Q2 2013.
  • Funds reported $11.5B of Telus stock for Q3 2013, up 7.6% quarter-over-quarter.
  • 17 funds opened new Telus positions in Q3 2013 and 19 closed out, a net change of -2 holders.
  • The largest Telus buyer in Q3 2013 was Mawer Investment Management, an estimated $196M added.
  • The largest Telus seller in Q3 2013 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $337M sold.

Based on aggregated 13F filings for Q3 2013.