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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
AIG
126
American International Group
New York
$912K +$882K +48,208 +6,343%
BKBG
127
BHF Kleinwort Benson Group
Belgium
$822K
CA
128
Commerzbank Aktiengesellschaft
Germany
$774K -$28.2K -1,540 -4%
HS
129
HighVista Strategies
Massachusetts
$772K -$199K -10,894 -21%
PP
130
PDT Partners
New York
$772K +$230K +12,570 +44%
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$745K -$28.2K -1,540 -4%
WPC
132
White Pine Capital
Minnesota
$739K -$29.3K -1,600 -4%
Fifth Third Bancorp
133
Fifth Third Bancorp
Ohio
$620K +$348K +19,032 +133%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$617K -$198K -10,796 -25%
OAM
135
Oxford Asset Management
United Kingdom
$586K +$572K +31,284 New
MCM
136
Murphy Capital Management
New Jersey
$544K -$7.32K -400 -1%
CK
137
Carnick & Kubik
Colorado
$494K +$20.1K +1,100 +4%
FMB
138
Field & Main Bank
Kentucky
$478K
LOCC
139
Lombard Odier & Cie (Canada)
Quebec, Canada
$462K -$22K -1,200 -5%
Creative Planning
140
Creative Planning
Kansas
$439K +$14.6K +800 +4%
RCM
141
Riverhead Capital Management
Delaware
$436K
HighTower Advisors
142
HighTower Advisors
Illinois
$432K -$151K -8,270 -26%
V
143
Veritable
Delaware
$427K
Schroder Investment Management Group
144
Schroder Investment Management Group
United Kingdom
$425K +$417K +22,800 New
PPA
145
Parametric Portfolio Associates
Washington
$420K +$68.6K +3,752 +20%
PP
146
Paloma Partners
Connecticut
$398K +$391K +21,372 New
CLOS
147
Compagnie Lombard Odier SCmA
Switzerland
$396K -$129K -7,076 -25%
LOAMS
148
Lombard Odier Asset Management (Switzerland)
Switzerland
$395K +$389K +21,236 New
CL
149
CSS LLC
Illinois
$389K
Two Sigma Advisers
150
Two Sigma Advisers
New York
$388K +$381K +20,800 New

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.