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230 hedge funds and large institutions have $11.6B invested in Telus in 2015 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 85 increasing their positions, 95 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

888% more call options, than puts

Call options by funds: $19M | Put options by funds: $1.92M

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

2.56% more ownership

Funds ownership: 111.94%114.51% (+2.6%)

1% less funds holding

Funds holding: 232230 (-2)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

7% less capital invested

Capital invested by funds: $12.5B → $11.6B (-$904M)

11% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 95

Holders
230
Holders Change
-2
Holders Change %
-0.86%
% of All Funds
6.13%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.45%
New
23
Increased
85
Reduced
95
Closed
24
Calls
$19M
Puts
$1.92M
Net Calls
+$17.1M
Net Calls Change
-$5.66M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
201
OFI Advisors
Pennsylvania
$45K +$8.92K +516 +23%
FANJ
202
Financial Architects (New Jersey)
New Jersey
$41K +$42.7K +2,470 New
Walleye Trading
203
Walleye Trading
New York
$34K -$19.7K -1,140 -36%
VNA
204
Valley National Advisers
Pennsylvania
$32K -$353K -20,422 -91%
Macquarie Group
205
Macquarie Group
Australia
$23K
FWM
206
Focused Wealth Management
New York
$20K
MCM
207
MV Capital Management
Maryland
$17K -$5.98K -346 -26%
AIG
208
American International Group
New York
$14.2K +$1.35K +78 +10%
HCM
209
Highlander Capital Management
New Jersey
$14K +$104 +6 +0.7%
MFS
210
MSI Financial Services
Massachusetts
$14K +$4.43K +256 +44%
NFG
211
Next Financial Group
Texas
$13K
Parallax Volatility Advisers
212
Parallax Volatility Advisers
California
$12K +$12.9K +748 New
EWM
213
Evercore Wealth Management
New York
$9K +$9.23K +534 New
BGIM
214
Brandywine Global Investment Management
Pennsylvania
$8K +$277 +16 +4%
VanEck Associates
215
VanEck Associates
New York
$7K -$69 -4 -0.9%
GT
216
Glenmede Trust
Pennsylvania
$6K
RFA
217
Reilly Financial Advisors
California
$6K +$5.78K +334 New
BPBT
218
Boston Private Bank & Trust
Massachusetts
$5K
LIA
219
LS Investment Advisors
Michigan
$5K
Northwestern Mutual Wealth Management
220
Northwestern Mutual Wealth Management
Wisconsin
$5K +$1.7K +98 +49%
CFSG
221
Community Financial Services Group
Vermont
$5K +$4.91K +284 New
CHP
222
Cable Hill Partners
Oregon
$4K -$1.35K -78 -25%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$4K -$1K -58 -18%
ZB
224
Zions Bancorporation
Utah
$4K +$4.46K +258 New
BWA
225
Burt Wealth Advisors
Maryland
$3K

TU Hedge Fund Activity: Q1 2015 in Review

230 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2015, worth a combined $11.6B — down 7.2% from $12.5B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of TU and 23 opened new positions — a net loss of 1 holder — while 95 trimmed existing stakes and 85 added.

The largest buyer was Capital Research Global Investors, adding an estimated $190M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $185M.

  • 230 institutional investors held Telus (TU) as of Q1 2015, down from 232 in Q4 2014.
  • Funds reported $11.6B of Telus stock for Q1 2015, down 7.2% quarter-over-quarter.
  • 23 funds opened new Telus positions in Q1 2015 and 24 closed out, a net change of -1 holder.
  • The largest Telus buyer in Q1 2015 was Capital Research Global Investors, an estimated $190M added.
  • The largest Telus seller in Q1 2015 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $185M sold.

Based on aggregated 13F filings for Q1 2015.