We are live on ! Find out more

239 hedge funds and large institutions have $10.3B invested in Telus in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $1.77M

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

2% more funds holding

Funds holding: 234239 (+5)

3% less capital invested

Capital invested by funds: $10.6B → $10.3B (-$314M)

9% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 91

5.26% less ownership

Funds ownership: 112.4%107.14% (-5.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
239
Holders Change
+5
Holders Change %
+2.14%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
23
Increased
83
Reduced
91
Closed
15
Calls
$11.1M
Puts
$1.77M
Net Calls
+$9.32M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
151
Raymond James Financial Services Advisors
Florida
$799K -$15.8K -962 -2%
NC
152
NewSquare Capital
Pennsylvania
$791K +$110K +6,712 +16%
BCIM
153
British Columbia Investment Management
British Columbia, Canada
$758K
QI
154
QS Investors
New York
$733K +$157K +9,598 +27%
BTS
155
BB&T Securities
Virginia
$724K +$48.4K +2,952 +7%
DC
156
Davenport & Co
Virginia
$706K
FA
157
FDx Advisors
Illinois
$591K +$15K +912 +3%
Envestnet Asset Management
158
Envestnet Asset Management
Illinois
$581K -$44.8K -2,734 -7%
CA
159
Callahan Advisors
Texas
$581K -$6.56K -400 -1%
WPC
160
White Pine Capital
Minnesota
$521K -$13.1K -800 -2%
WIP
161
Wellesley Investment Partners
Massachusetts
$497K +$57.2K +3,490 +13%
State Street
162
State Street
Massachusetts
$468K +$32.9K +2,006 +7%
BWM
163
Bernicke Wealth Management
Wisconsin
$442K -$433K -26,436 -49%
EIP
164
Epoch Investment Partners
New York
$424K -$44.9K -2,736 -9%
LFG
165
LifePlan Financial Group
Ohio
$389K
QT
166
Quantbot Technologies
New York
$389K +$384K +23,404 +3,837%
Creative Planning
167
Creative Planning
Kansas
$372K
DTL
168
Dynamic Technology Lab
Singapore
$363K +$366K +22,320 New
ARTA
169
A.R.T. Advisors
New York
$360K +$32.8K +2,000 +10%
Credit Agricole
170
Credit Agricole
France
$327K -$2.24M -136,498 -87%
LOAMS
171
Lombard Odier Asset Management (Switzerland)
Switzerland
$326K +$330K +20,140 New
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$309K +$63K +3,840 +25%
GCA
173
Gideon Capital Advisors
New York
$299K +$302K +18,400 New
CCA
174
Cobblestone Capital Advisors
New York
$289K +$30.5K +1,860 +12%
S
175
SignatureFD
Georgia
$288K +$291K +17,738 New

TU Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2017, worth a combined $10.3B — down 3% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TU positions and 15 closed out — a net gain of 8 holders — while 83 added to existing stakes and 91 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $85.4M. The largest seller was 1832 Asset Management, cutting an estimated $370M.

  • 239 institutional investors held Telus (TU) as of Q1 2017, up from 234 in Q4 2016.
  • Funds reported $10.3B of Telus stock for Q1 2017, down 3% quarter-over-quarter.
  • 23 funds opened new Telus positions in Q1 2017 and 15 closed out, a net change of +8 holders.
  • The largest Telus buyer in Q1 2017 was Bank of Montreal, an estimated $85.4M added.
  • The largest Telus seller in Q1 2017 was 1832 Asset Management, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2017.