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273 hedge funds and large institutions have $11.7B invested in Telus in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 98 increasing their positions, 87 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $43.7M | Put options by funds: $16.4M

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

14% more capital invested

Capital invested by funds: $10.3B → $11.7B (+$1.41B)

13% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 87

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

4% more funds holding

Funds holding: 262273 (+11)

1.62% more ownership

Funds ownership: 102.92%104.54% (+1.6%)

Holders
273
Holders Change
+11
Holders Change %
+4.2%
% of All Funds
5.91%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
36
Increased
98
Reduced
87
Closed
24
Calls
$43.7M
Puts
$16.4M
Net Calls
+$27.3M
Net Calls Change
+$7.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$428K
ACM
177
AlphaCrest Capital Management
New York
$420K +$180K +10,202 +82%
EIP
178
Epoch Investment Partners
New York
$407K -$25.8K -1,460 -6%
Dimensional Fund Advisors
179
Dimensional Fund Advisors
Texas
$398K
SL
180
Signition LP
New York
$370K +$353K +20,000 New
IWA
181
Intercontinental Wealth Advisors
Texas
$363K +$347K +19,624 New
CIC
182
Carnegie Investment Counsel
Ohio
$359K -$206K -11,654 -38%
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$359K +$342K +19,360 New
SI
184
Stephens Inc
Arkansas
$355K +$58.4K +3,306 +21%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$345K -$123K -6,946 -27%
PCM
186
PenderFund Capital Management
British Columbia, Canada
$336K
WAM
187
World Asset Management
Michigan
$334K
Ameriprise
188
Ameriprise
Minnesota
$325K +$3.6K +204 +1%
FA
189
FDx Advisors
Illinois
$325K +$310K +17,566 New
RJT
190
Raymond James Trust
Florida
$324K -$33.1K -1,876 -10%
LFG
191
LifePlan Financial Group
Ohio
$323K
HI
192
HBK Investments
Texas
$303K -$785K -44,440 -73%
VAS
193
Vestmark Advisory Solutions
Massachusetts
$290K +$276K +15,632 New
KWMG
194
King Wealth Management Group
Florida
$285K
TCOV
195
Trust Company of Vermont
Vermont
$271K -$8.41K -476 -3%
SFI
196
Susquehanna Fundamental Investments
Pennsylvania
$270K +$258K +14,600 New
SRC
197
Shufro Rose & Co
New York
$262K +$250K +14,140 New
DLA
198
Douglas Lane & Associates
New York
$259K -$35.3K -2,000 -13%
UC
199
Unio Capital
New Jersey
$256K -$4.67K -264 -2%
OAMU
200
Ostrum Asset Management US
New York
$254K +$21.3K +1,206 +9%

TU Hedge Fund Activity: Q1 2019 in Review

273 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2019, worth a combined $11.7B — up 14% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new TU positions and 24 closed out — a net gain of 12 holders — while 98 added to existing stakes and 87 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $162M. The largest seller was Mackenzie Financial, cutting an estimated $63.1M.

  • 273 institutional investors held Telus (TU) as of Q1 2019, up from 262 in Q4 2018.
  • Funds reported $11.7B of Telus stock for Q1 2019, up 14% quarter-over-quarter.
  • 36 funds opened new Telus positions in Q1 2019 and 24 closed out, a net change of +12 holders.
  • The largest Telus buyer in Q1 2019 was Royal Bank of Canada, an estimated $162M added.
  • The largest Telus seller in Q1 2019 was Mackenzie Financial, an estimated $63.1M sold.

Based on aggregated 13F filings for Q1 2019.