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Telus
TU

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: 234 → 239 (+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: 6 → 5 (-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

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$85.4M
2
IGIM
I.G. Investment Management
Manitoba, Canada
+$72.6M
3
BlackRock
BlackRock
New York
+$66.4M
4
PIC
PCJ Investment Counsel
Ontario, Canada
+$41.5M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$29M

Top Sellers

1
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$370M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$94.9M
3
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
-$89.9M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$58.4M
5
Goldman Sachs
Goldman Sachs
New York
-$53.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
176
Aperio Group
California
$285K -$83K -5,060 -22%
OMCS
177
Old Mutual Customised Solutions
South Africa
$282K – – –
OAM
178
Oxford Asset Management
United Kingdom
$267K +$269K +16,434 New
TCOV
179
Trust Company of Vermont
Vermont
$259K – – –
KWMG
180
King Wealth Management Group
Florida
$250K – – –
PAM
181
Princeton Alpha Management
New Jersey
$230K -$76.9K -4,692 -25%
TU
182
TDAM USA
Ontario, Canada
$225K +$3.28K +200 +1%
RJT
183
Raymond James Trust
Florida
$222K +$15.2K +930 +7%
SCM
184
Stevens Capital Management
Pennsylvania
$218K -$200K -12,170 -48%
FCI
185
Financial Counselors Inc
Kansas
$214K +$3.87K +236 +2%
IG
186
ING Group
Netherlands
$212K +$214K +13,080 New
NPPM
187
North Point Portfolio Managers
Ohio
$211K – – –
SFFS
188
Stonehage Fleming Financial Services
Jersey
$207K – – –
1GA
189
1st Global Advisors
Texas
$200K -$17.3K -1,058 -8%
CGT
190
Capital Guardian Trust
California
$198K – – –
MCM
191
McKinley Capital Management
Alaska
$193K +$146K +8,920 New
Korea Investment Corp
192
Korea Investment Corp
South Korea
$156K +$158K +9,636 New
Wells Fargo
193
Wells Fargo
California
$153K -$136K -8,306 -47%
WAM
194
Wealthspire Advisors (Maryland)
Maryland
$137K -$24.6K -1,500 -15%
MFBTD
195
MB Financial Bank - Trust Department
Illinois
$130K – – –
LTFS
196
Ladenburg Thalmann Financial Services
Florida
$115K +$38.6K +2,352 +49%
MCIM
197
Meadow Creek Investment Management
Georgia
$104K – – –
PG
198
PEAK6 Group
Illinois
$90K +$91.1K +5,558 New
EP
199
Elkfork Partners
Oregon
$85K – – –
HNB
200
Huntington National Bank
Ohio
$83K – – –
6 7
8
9 10

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.