We are live on ! Find out more

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
RG
151
Rathbones Group
United Kingdom
$226K -$21.8K -1,400 -9%
SCM
152
Stevens Capital Management
Pennsylvania
$220K +$207K +13,262 New
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$219K
CGT
154
Capital Guardian Trust
California
$202K -$26.4M -1,694,120 -99%
GI
155
GAMCO Investors
Connecticut
$200K -$62.4K -4,000 -25%
PG
156
PEAK6 Group
Illinois
$168K +$317K +20,336 New
MFBTD
157
MB Financial Bank - Trust Department
Illinois
$132K
OMCS
158
Old Mutual Customised Solutions
South Africa
$126K
LFG
159
LifePlan Financial Group
Ohio
$111K +$105K +6,702 New
TRCT
160
Tower Research Capital (TRC)
New York
$106K -$1.48M -94,816 -94%
Dimensional Fund Advisors
161
Dimensional Fund Advisors
Texas
$66K
LTFS
162
Ladenburg Thalmann Financial Services
Florida
$51K +$873 +56 +2%
Manulife (Manufacturers Life Insurance)
163
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$42.7K -$2.65M -169,698 -6%
OA
164
OFI Advisors
Pennsylvania
$40K -$1.31K -84 -3%
HNB
165
Huntington National Bank
Ohio
$25K +$3.12K +200 +15%
Ameriprise
166
Ameriprise
Minnesota
$23K
FWM
167
Focused Wealth Management
New York
$20K +$18.7K +1,200 New
HCM
168
Highlander Capital Management
New Jersey
$13.7K
RIA
169
Regal Investment Advisors
Michigan
$13K +$4.83K +310 +65%
AIG
170
American International Group
New York
$12.6K -$12.5K -800 -51%
CPS
171
Counsel Portfolio Services
Ontario, Canada
$10.9K -$1.54M -98,800 -13%
BFEC
172
Benjamin F. Edwards & Company
Missouri
$10K
US Bancorp
173
US Bancorp
Minnesota
$9K -$5.99K -384 -41%
ECM
174
ETrade Capital Management
Virginia
$7K -$859K -55,106 -99%
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$6K +$5.86K +376 New

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.