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313 hedge funds and large institutions have $13.3B invested in Telus in 2023 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more call options, than puts

Call options by funds: $135M | Put options by funds: $33.6M

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

11% more capital invested

Capital invested by funds: $12B → $13.3B (+$1.28B)

2% more funds holding

Funds holding: 306313 (+7)

0.9% more ownership

Funds ownership: 50.09%50.99% (+0.9%)

1% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 116

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
313
Holders Change
+7
Holders Change %
+2.29%
% of All Funds
4.56%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
45
Increased
115
Reduced
116
Closed
36
Calls
$135M
Puts
$33.6M
Net Calls
+$101M
Net Calls Change
+$30.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
176
Vanguard Personalized Indexing Management
California
$632K -$22.5K -1,302 -4%
AAM
177
Advisors Asset Management
Colorado
$629K -$225K -13,008 -27%
SGI
178
Summit Global Investments
Utah
$620K +$4.38K +253 +0.7%
CAM
179
Claret Asset Management
Quebec, Canada
$594K +$1.8K +104 +0.3%
State of Tennessee, Department of Treasury
180
State of Tennessee, Department of Treasury
Tennessee
$593K
Cambridge Investment Research Advisors
181
Cambridge Investment Research Advisors
Iowa
$590K -$42.8K -2,473 -7%
WPC
182
White Pine Capital
Minnesota
$558K -$49.1K -2,839 -8%
HIM
183
Hillsdale Investment Management
Ontario, Canada
$547K -$57.4K -3,320 -10%
HWAM
184
Hennion & Walsh Asset Management
New Jersey
$538K -$196K -11,355 -27%
M&T Bank
185
M&T Bank
New York
$529K +$66.8K +3,860 +15%
FRM
186
Fox Run Management
Connecticut
$519K +$504K +29,171 New
Janney Montgomery Scott
187
Janney Montgomery Scott
Pennsylvania
$512K -$149K -8,604 -23%
SSA
188
Schonfeld Strategic Advisors
New York
$475K -$10.3M -595,319 -96%
Mercer Global Advisors
189
Mercer Global Advisors
Colorado
$473K +$43K +2,487 +10%
CBTWT
190
Community Bank & Trust (Waco, Texas)
Texas
$450K +$198K +11,451 +83%
LCM
191
Lynwood Capital Management
Ontario, Canada
$444K +$432K +25,000 New
BGCP
192
Bristol Gate Capital Partners
Ontario, Canada
$437K -$38.2K -2,209 -8%
TC
193
Tacita Capital
Ontario, Canada
$430K +$28K +1,617 +7%
JF
194
Jump Financial
Illinois
$422K +$411K +23,743 New
DC
195
Davenport & Co
Virginia
$421K -$6.33K -366 -2%
YCM
196
Yousif Capital Management
Michigan
$413K
Dimensional Fund Advisors
197
Dimensional Fund Advisors
Texas
$411K +$14.3K +828 +4%
IF
198
Intrua Financial
Texas
$405K +$3.82K +221 +1%
CP
199
Cumberland Partners
Ontario, Canada
$404K +$39K +2,256 +10%
MGP
200
Metis Global Partners
California
$395K +$28.8K +1,667 +8%

TU Hedge Fund Activity: Q4 2023 in Review

313 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q4 2023, worth a combined $13.3B — up 11% from $12B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new TU positions and 36 closed out — a net gain of 9 holders — while 115 added to existing stakes and 116 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $263M. The largest seller was Beutel, Goodman & Co, cutting an estimated $130M.

  • 313 institutional investors held Telus (TU) as of Q4 2023, up from 306 in Q3 2023.
  • Funds reported $13.3B of Telus stock for Q4 2023, up 11% quarter-over-quarter.
  • 45 funds opened new Telus positions in Q4 2023 and 36 closed out, a net change of +9 holders.
  • The largest Telus buyer in Q4 2023 was Capital Research Global Investors, an estimated $263M added.
  • The largest Telus seller in Q4 2023 was Beutel, Goodman & Co, an estimated $130M sold.

Based on aggregated 13F filings for Q4 2023.