We are live on ! Find out more

227 hedge funds and large institutions have $11.6B invested in Telus in 2015 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 92 increasing their positions, 79 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

986% more call options, than puts

Call options by funds: $32M | Put options by funds: $2.95M

16% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 79

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

0% more capital invested

Capital invested by funds: $11.6B → $11.6B (+$52.7M)

0.22% more ownership

Funds ownership: 114.51%114.73% (+0.22%)

1% less funds holding

Funds holding: 230227 (-3)

Holders
227
Holders Change
-3
Holders Change %
-1.3%
% of All Funds
6.12%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.49%
New
20
Increased
92
Reduced
79
Closed
18
Calls
$32M
Puts
$2.95M
Net Calls
+$29.1M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
201
First Horizon Advisors
Tennessee
$71K +$5.25K +306 +8%
Barclays
202
Barclays
United Kingdom
$68K -$9.68K -564 -12%
PCM
203
Prelude Capital Management
New York
$50K +$49.9K +2,908 New
OA
204
OFI Advisors
Pennsylvania
$49K +$2.5K +146 +5%
VNA
205
Valley National Advisers
Pennsylvania
$33K
MIP
206
Mondrian Investment Partners
United Kingdom
$30K +$24K +1,400 New
MCM
207
MV Capital Management
Maryland
$22K +$4.94K +288 +29%
FWM
208
Focused Wealth Management
New York
$21K
MFS
209
MSI Financial Services
Massachusetts
$18K +$3.43K +200 +24%
LM
210
Lincluden Management
Ontario, Canada
$15.4K +$59.7K +3,480 +0.4%
HCM
211
Highlander Capital Management
New Jersey
$15K +$137 +8 +0.9%
EWM
212
Evercore Wealth Management
New York
$15K +$6K +350 +66%
AIG
213
American International Group
New York
$14.9K +$137 +8 +0.9%
NFG
214
Next Financial Group
Texas
$13K
JIC
215
Joel Isaacson & Co
New York
$10K +$10.3K +600 New
BGIM
216
Brandywine Global Investment Management
Pennsylvania
$8K
VanEck Associates
217
VanEck Associates
New York
$8K +$961 +56 +13%
CF
218
CenterStar Fund
Illinois
$7K
RFA
219
Reilly Financial Advisors
California
$6K
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$5K
LIA
221
LS Investment Advisors
Michigan
$5K
Lazard Asset Management
222
Lazard Asset Management
New York
$5K +$6K +350 New
CHP
223
Cable Hill Partners
Oregon
$4K
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$3K -$1.68K -98 -33%
BWA
225
Burt Wealth Advisors
Maryland
$3K

TU Hedge Fund Activity: Q2 2015 in Review

227 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q2 2015, worth a combined $11.6B — up 0.46% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new TU positions and 18 closed out — a net gain of 2 holders — while 92 added to existing stakes and 79 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $151M. The largest seller was Morgan Stanley, cutting an estimated $112M.

  • 227 institutional investors held Telus (TU) as of Q2 2015, down from 230 in Q1 2015.
  • Funds reported $11.6B of Telus stock for Q2 2015, up 0.46% quarter-over-quarter.
  • 20 funds opened new Telus positions in Q2 2015 and 18 closed out, a net change of +2 holders.
  • The largest Telus buyer in Q2 2015 was Capital Research Global Investors, an estimated $151M added.
  • The largest Telus seller in Q2 2015 was Morgan Stanley, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2015.