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Telus
TU

200 hedge funds and large institutions have $12.8B invested in Telus in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 82 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

649% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $6.56M

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

3% more funds holding

Funds holding: 195 → 200 (+5)

2% more capital invested

Capital invested by funds: $12.6B → $12.8B (+$221M)

0.72% less ownership

Funds ownership: 111.54% → 110.82% (-0.72%)

15% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 82

22% less funds holding in top 10

Funds holding in top 10: 18 → 14 (-4)

Holders
200
Holders Change
+5
Holders Change %
+2.56%
% of All Funds
5.75%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.4%
New
17
Increased
70
Reduced
82
Closed
11
Calls
$49.1M
Puts
$6.56M
Net Calls
+$42.6M
Net Calls Change
-$18.8M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$163M
2
GMI
Greystone Managed Investments
Saskatchewan, Canada
+$140M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$26.6M
4
H
Hexavest
Quebec, Canada
+$24.9M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$23M

Top Sellers

1
Citigroup
Citigroup
New York
-$181M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$83.3M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$48.3M
4
Canada Life
Canada Life
Manitoba, Canada
-$40.1M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$36.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
QBFM
201
QS Batterymarch Financial Management
New York
– -$4.19M -233,600 Closed
Fidelity International
202
Fidelity International
Bermuda
– -$3.21M -179,236 Closed
Korea Investment Corp
203
Korea Investment Corp
South Korea
– -$1.47M -81,600 Closed
TH
204
Timber Hill
Connecticut
– -$323K -17,944 Closed
PI
205
PineBridge Investments
New York
– -$95K -4,800 Closed
Swiss National Bank
206
Swiss National Bank
Switzerland
– -$68K -3,800 Closed
PCM
207
Prelude Capital Management
New York
– -$22K -1,200 Closed
CCM
208
Carderock Capital Management
Maryland
– -$9K -520 Closed
SSG
209
Summit Securities Group
New York
– -$3K -146 Closed
NES
210
New England Securities
New York
– -$1K -80 Closed
RIA
211
Regal Investment Advisors
Michigan
– -$2K -80 Closed
5 6 7 8
9

TU Hedge Fund Activity: Q2 2014 in Review

200 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q2 2014, worth a combined $12.8B — up 1.8% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TU positions and 11 closed out — a net gain of 6 holders — while 70 added to existing stakes and 82 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $163M. The largest seller was Citigroup, cutting an estimated $181M.

  • 200 institutional investors held Telus (TU) as of Q2 2014, up from 195 in Q1 2014.
  • Funds reported $12.8B of Telus stock for Q2 2014, up 1.8% quarter-over-quarter.
  • 17 funds opened new Telus positions in Q2 2014 and 11 closed out, a net change of +6 holders.
  • The largest Telus buyer in Q2 2014 was Bank of Montreal, an estimated $163M added.
  • The largest Telus seller in Q2 2014 was Citigroup, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2014.