Telus
232 hedge funds and large institutions have $12.5B invested in Telus in 2014 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 78 increasing their positions, 85 reducing their positions, and 16 closing their positions.
450% more call options, than puts
Call options by funds: $27.8M | Put options by funds: $5.04M
144% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 16
10% more funds holding
Funds holding: 210 → 232 (+22)
6% more capital invested
Capital invested by funds: $11.8B → $12.5B (+$704M)
0% more funds holding in top 10
Funds holding in top 10: 14 → 14 (0)
0.2% less ownership
Funds ownership: 112.14% → 111.94% (-0.2%)
8% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 85
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$101M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$80.4M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$65.9M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$63M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$33.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$121M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$120M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$65.6M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$35.2M |
| 5 |
Morgan Stanley
New York
|
-$28.2M |
TU Hedge Fund Activity: Q4 2014 in Review
232 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q4 2014, worth a combined $12.5B — up 6% from $11.8B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new TU positions and 16 closed out — a net gain of 23 holders — while 78 added to existing stakes and 85 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $101M. The largest seller was I.G. Investment Management, cutting an estimated $121M.
- 232 institutional investors held Telus (TU) as of Q4 2014, up from 210 in Q3 2014.
- Funds reported $12.5B of Telus stock for Q4 2014, up 6% quarter-over-quarter.
- 39 funds opened new Telus positions in Q4 2014 and 16 closed out, a net change of +23 holders.
- The largest Telus buyer in Q4 2014 was Royal Bank of Canada, an estimated $101M added.
- The largest Telus seller in Q4 2014 was I.G. Investment Management, an estimated $121M sold.
Based on aggregated 13F filings for Q4 2014.