Telus
195 hedge funds and large institutions have $12.6B invested in Telus in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 62 increasing their positions, 77 reducing their positions, and 16 closing their positions.
1,120% more call options, than puts
Call options by funds: $66.8M | Put options by funds: $5.48M
44% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 16
20% more funds holding in top 10
Funds holding in top 10: 15 → 18 (+3)
3% more funds holding
Funds holding: 190 → 195 (+5)
5% more capital invested
Capital invested by funds: $12.1B → $12.6B (+$555M)
0.07% more ownership
Funds ownership: 111.46% → 111.54% (+0.07%)
19% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$203M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$78.6M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$57.5M |
| 4 |
Citigroup
New York
|
+$45.8M |
| 5 |
BlackRock
New York
|
+$44.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$99.7M |
| 2 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$96.2M |
| 3 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$71.8M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$52.1M |
| 5 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$46.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MAM
201
Martingale Asset Management
Boston,
Massachusetts
| – | -$1.17M | -67,600 | Closed |
|
|
STIA
202
Stone Toro Investment Advisers
Princeton,
New Jersey
| – | -$475K | -26,000 | Closed |
|
|
PAM
203
Princeton Alpha Management
Princeton Junction,
New Jersey
| – | -$247K | -14,350 | Closed |
|
|
ZDA
204
Zweig-DiMenna Associates
New York
| – | -$238K | -13,800 | Closed |
|
|
SCM
205
Stevens Capital Management
Radnor,
Pennsylvania
| – | -$232K | -13,446 | Closed |
|
|
ARTA
206
A.R.T. Advisors
New York
| – | -$216K | -12,600 | Closed |
|
|
HNB
207
Huntington National Bank
Columbus,
Ohio
| – | -$26K | -1,504 | Closed |
|
|
ECM
208
ETrade Capital Management
Arlington,
Virginia
| – | -$6K | -334 | Closed |
|
|
FNBT
209
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$5K | -274 | Closed |
|
210
Walleye Trading
New York
| – | -$3K | -168 | Closed |
|
|
BFEC
211
Benjamin F. Edwards & Company
St. Louis,
Missouri
| – | -$2K | -102 | Closed |
|
TU Hedge Fund Activity: Q1 2014 in Review
195 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2014, worth a combined $12.6B — up 4.6% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new TU positions and 16 closed out — a net gain of 7 holders — while 62 added to existing stakes and 77 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $203M. The largest seller was Norges Bank, exiting entirely with an estimated $99.7M sold.
- 195 institutional investors held Telus (TU) as of Q1 2014, up from 190 in Q4 2013.
- Funds reported $12.6B of Telus stock for Q1 2014, up 4.6% quarter-over-quarter.
- 23 funds opened new Telus positions in Q1 2014 and 16 closed out, a net change of +7 holders.
- The largest Telus buyer in Q1 2014 was Fidelity Investments, an estimated $203M added.
- The largest Telus seller in Q1 2014 was Norges Bank, an estimated $99.7M sold.
Based on aggregated 13F filings for Q1 2014.