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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
D.E. Shaw & Co
151
D.E. Shaw & Co
New York
$380K -$6.77M -369,984 -95%
HSBC Holdings
152
HSBC Holdings
United Kingdom
$373K +$9.48K +518 +3%
BCIM
153
British Columbia Investment Management
British Columbia, Canada
$369K -$200K -10,906 -34%
HIMCH
154
Hartford Investment Management Co (HIMCO)
Connecticut
$349K -$58.5K -3,200 -15%
State Street
155
State Street
Massachusetts
$336K +$73.2K +4,000 +28%
PNC Financial Services Group
156
PNC Financial Services Group
Pennsylvania
$314K +$220 +12 +0.1%
DL
157
Delta Lloyd
Netherlands
$309K
RhumbLine Advisers
158
RhumbLine Advisers
Massachusetts
$302K
KWMG
159
King Wealth Management Group
Florida
$294K
ISL
160
Ingalls & Snyder LLC
New York
$294K +$54.9K +3,000 +23%
Acadian Asset Management
161
Acadian Asset Management
Massachusetts
$284K -$1.7M -92,800 -86%
GC
162
Guggenheim Capital
Illinois
$276K -$4.15M -226,966 -94%
FA
163
FDx Advisors
Illinois
$258K +$254K +13,868 New
FC
164
Fairpointe Capital
Illinois
$250K
NPPM
165
North Point Portfolio Managers
Ohio
$242K
LFG
166
LifePlan Financial Group
Ohio
$229K
CGT
167
Capital Guardian Trust
California
$227K
GI
168
GAMCO Investors
Connecticut
$224K
Natixis Advisors
169
Natixis Advisors
Massachusetts
$223K -$110 -6 -0.1%
BBNB
170
Baker Boyer National Bank
Washington
$213K
RT
171
Rockland Trust
Massachusetts
$201K -$55.1K -3,012 -22%
SCM
172
Stevens Capital Management
Pennsylvania
$200K +$197K +10,766 New
Dimensional Fund Advisors
173
Dimensional Fund Advisors
Texas
$185K +$109K +5,952 +149%
Ameriprise
174
Ameriprise
Minnesota
$173K +$132K +7,212 +347%
MFBTD
175
MB Financial Bank - Trust Department
Illinois
$149K

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.