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284 hedge funds and large institutions have $12.1B invested in Telus in 2019 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 95 increasing their positions, 94 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $46.3M | Put options by funds: $15.9M

83% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 24

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

11% more capital invested

Capital invested by funds: $10.9B → $12.1B (+$1.16B)

4% more funds holding

Funds holding: 272284 (+12)

1.4% more ownership

Funds ownership: 101.37%102.77% (+1.4%)

1% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 94

Holders
284
Holders Change
+12
Holders Change %
+4.41%
% of All Funds
5.6%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.18%
New
44
Increased
95
Reduced
94
Closed
24
Calls
$46.3M
Puts
$15.9M
Net Calls
+$30.4M
Net Calls Change
+$10.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$494K
CAM
177
Claret Asset Management
Quebec, Canada
$483K -$51.2K -2,762 -10%
Commonwealth Equity Services
178
Commonwealth Equity Services
Massachusetts
$471K +$10.3K +554 +2%
DIM
179
DC Investments Management
Virginia
$460K -$37 -2 -0%
VAS
180
Vestmark Advisory Solutions
Massachusetts
$444K +$7.34K +396 +2%
Dimensional Fund Advisors
181
Dimensional Fund Advisors
Texas
$416K
TPCW
182
TD Private Client Wealth
New York
$409K +$390K +21,070 New
Baird Financial Group
183
Baird Financial Group
Wisconsin
$404K +$27.6K +1,492 +8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
184
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$387K +$371K +20,000 New
CIC
185
Carnegie Investment Counsel
Ohio
$370K -$741 -40 -0.2%
Squarepoint
186
Squarepoint
New York
$364K +$349K +18,818 New
BAM
187
Blueshift Asset Management
New Jersey
$352K +$22.3K +1,202 +7%
Wellington Management Group
188
Wellington Management Group
Massachusetts
$345K -$8.82K -476 -3%
RJT
189
Raymond James Trust
Florida
$339K -$51.4K -2,772 -14%
LFG
190
LifePlan Financial Group
Ohio
$338K
SL
191
Signition LP
New York
$337K +$322K +17,400 New
ACA
192
Atlas Capital Advisors
Wyoming
$337K -$202K -10,924 -39%
EIP
193
Epoch Investment Partners
New York
$298K -$88.8K -4,794 -24%
Point72 Asset Management
194
Point72 Asset Management
Connecticut
$287K -$1.13M -61,010 -80%
UC
195
Unio Capital
New Jersey
$284K
SFI
196
Susquehanna Fundamental Investments
Pennsylvania
$283K
KWMG
197
King Wealth Management Group
Florida
$281K -$16.1K -868 -6%
SRC
198
Shufro Rose & Co
New York
$274K
HighTower Advisors
199
HighTower Advisors
Illinois
$272K -$77.4K -4,176 -23%
SLG
200
Stanley-Laman Group
Pennsylvania
$264K +$253K +13,630 New

TU Hedge Fund Activity: Q4 2019 in Review

284 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q4 2019, worth a combined $12.1B — up 11% from $10.9B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new TU positions and 24 closed out — a net gain of 20 holders — while 95 added to existing stakes and 94 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $181M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $91.7M.

  • 284 institutional investors held Telus (TU) as of Q4 2019, up from 272 in Q3 2019.
  • Funds reported $12.1B of Telus stock for Q4 2019, up 11% quarter-over-quarter.
  • 44 funds opened new Telus positions in Q4 2019 and 24 closed out, a net change of +20 holders.
  • The largest Telus buyer in Q4 2019 was Royal Bank of Canada, an estimated $181M added.
  • The largest Telus seller in Q4 2019 was Manulife (Manufacturers Life Insurance), an estimated $91.7M sold.

Based on aggregated 13F filings for Q4 2019.