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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
LIA
176
LS Investment Advisors
Michigan
$5K
RFA
177
Reilly Financial Advisors
California
$5K
Envestnet Asset Management
178
Envestnet Asset Management
Illinois
$2K -$18.4K -1,182 -93%
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$1K
NES
180
New England Securities
New York
$1K
D.E. Shaw & Co
181
D.E. Shaw & Co
New York
-$6.33M -433,384 Closed
FM
182
Forward Management
California
-$5.26M -371,062 Closed
WCA
183
Waratah Capital Advisors
Ontario, Canada
-$2.75M -188,200 Closed
BB
184
Bell Bank
North Dakota
-$2.27M -155,628 Closed
TAM
185
Thornmark Asset Management
Ontario, Canada
-$1.83M -125,200 Closed
ACM
186
Ativo Capital Management
Illinois
-$1.46M -100,128 Closed
Two Sigma Investments
187
Two Sigma Investments
New York
-$1.39M -95,084 Closed
Millennium Management
188
Millennium Management
New York
-$1.02M -69,600 Closed
Korea Investment Corp
189
Korea Investment Corp
South Korea
-$844K -55,000 Closed
CI
190
Capital International
California
-$623K -42,800 Closed
FSA
191
Financial Sense Advisors
California
-$420K -28,834 Closed
ACI
192
AMP Capital Investors
Australia
-$404K -28,600 Closed
CK
193
Carnick & Kubik
Colorado
-$377K -25,860 Closed
TFA
194
Transamerica Financial Advisors
Florida
-$238K -16,322 Closed
CIS
195
Capital International Sarl
California
-$105K -7,200 Closed
TFMS
196
Trust & Fiduciary Management Services
Massachusetts
-$42K -2,852 Closed
FANJ
197
Financial Architects (New Jersey)
New Jersey
-$27K -1,840 Closed
Northwestern Mutual Wealth Management
198
Northwestern Mutual Wealth Management
Wisconsin
-$25K -1,700 Closed
Zurich Cantonal Bank
199
Zurich Cantonal Bank
Switzerland
-$17K -1,308 Closed

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.