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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
CA
101
Callahan Advisors
Texas
$3.17M -$16.7K -970 -0.5%
CS
102
Credential Securities
$2.83M +$2.71M +157,338 New
Legal & General Group
103
Legal & General Group
United Kingdom
$2.52M – – –
GIBU
104
Gulf International Bank (UK)
United Kingdom
$2.33M – – –
TRCT
105
Tower Research Capital (TRC)
New York
$2.24M +$1.93M +112,100 +887%
AG
106
Aperio Group
California
$2.21M +$2.12M +123,110 New
GI
107
Gradient Investments
Minnesota
$2.19M +$219K +12,716 +12%
QI
108
QS Investors
New York
$2.08M -$911K -52,800 -33%
Allianz Asset Management
109
Allianz Asset Management
Germany
$2.04M – – –
AllianceBernstein
110
AllianceBernstein
Tennessee
$2.01M -$200K -11,582 -9%
CAM
111
Capstone Asset Management
Texas
$1.98M +$3.79K +220 +0.2%
Acadian Asset Management
112
Acadian Asset Management
Massachusetts
$1.94M -$11.5M -668,948 -86%
BNP Paribas Asset Management
113
BNP Paribas Asset Management
France
$1.64M -$2.46M -142,480 -61%
SAG
114
Sterne Agee Group
Alabama
$1.6M +$987K +57,244 +179%
HIM
115
Hillsdale Investment Management
Ontario, Canada
$1.58M -$20.9K -1,210 -1%
Korea Investment Corp
116
Korea Investment Corp
South Korea
$1.47M -$473K -27,400 -25%
Comerica Bank
117
Comerica Bank
Texas
$1.43M -$33.5K -1,944 -2%
LIM
118
Loudon Investment Management
New Hampshire
$1.42M – – –
WAM
119
World Asset Management
Michigan
$1.26M -$290K -16,812 -19%
ACP
120
Ashfield Capital Partners
California
$1.22M +$13.8K +800 +1%
Barclays
121
Barclays
United Kingdom
$1.14M -$669K -38,784 -37%
B
122
Baird
Wisconsin
$1.12M +$284K +16,440 +36%
Wells Fargo
123
Wells Fargo
California
$1.06M -$15.8K -918 -2%
AAM
124
Advisors Asset Management
Colorado
$985K +$155K +8,984 +20%
HS
125
HighVista Strategies
Massachusetts
$963K +$902K +52,298 New
3 4
5
6 7

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.