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239 hedge funds and large institutions have $10.3B invested in Telus in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 83 increasing their positions, 91 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

527% more call options, than puts

Call options by funds: $11.1M | Put options by funds: $1.77M

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

2% more funds holding

Funds holding: 234239 (+5)

3% less capital invested

Capital invested by funds: $10.6B → $10.3B (-$314M)

9% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 91

5.26% less ownership

Funds ownership: 112.4%107.14% (-5.3%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
239
Holders Change
+5
Holders Change %
+2.14%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
23
Increased
83
Reduced
91
Closed
15
Calls
$11.1M
Puts
$1.77M
Net Calls
+$9.32M
Net Calls Change
+$20.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$76K
RCM
202
Riverhead Capital Management
Delaware
$75K
GHCM
203
Glen Harbor Capital Management
California
$67K
JIR
204
James Investment Research
Ohio
$65K
CLOS
205
Compagnie Lombard Odier SCmA
Switzerland
$62K
AG
206
Advisor Group
Arizona
$58K +$4.59K +280 +9%
NA
207
Neuburgh Advisers
California
$49K
NIMI
208
Natixis Investment Managers International
France
$45K -$67.7K -4,130 -60%
US Bancorp
209
US Bancorp
Minnesota
$42K +$15.7K +960 +60%
FHA
210
First Horizon Advisors
Tennessee
$40K -$22.2K -1,354 -35%
PNC Financial Services Group
211
PNC Financial Services Group
Pennsylvania
$36K -$1.48K -90 -4%
AssetMark Inc
212
AssetMark Inc
California
$35K +$5.87K +358 +20%
MIP
213
Mondrian Investment Partners
United Kingdom
$32K +$197 +12 +0.8%
OAM
214
Oppenheimer Asset Management
New York
$32K +$32.1K +1,956 New
IA
215
IFP Advisors
Florida
$30K -$1.57K -96 -5%
GWM
216
Geneos Wealth Management
Colorado
$24K
GEA
217
Glen Eagle Advisors
New Jersey
$19.5K
FWM
218
Focused Wealth Management
New York
$19K
SBL
219
Sargent Bickham Lagudis
Colorado
$18K
TRCT
220
Tower Research Capital (TRC)
New York
$16K -$26.6K -1,624 -69%
Parallax Volatility Advisers
221
Parallax Volatility Advisers
California
$15K -$32.9K -2,008 -68%
HCM
222
Highlander Capital Management
New Jersey
$14K
LF
223
Lee Financial
Texas
$13K
VNA
224
Valley National Advisers
Pennsylvania
$13K
PMFA
225
Plante Moran Financial Advisors
Michigan
$12K

TU Hedge Fund Activity: Q1 2017 in Review

239 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q1 2017, worth a combined $10.3B — down 3% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TU positions and 15 closed out — a net gain of 8 holders — while 83 added to existing stakes and 91 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $85.4M. The largest seller was 1832 Asset Management, cutting an estimated $370M.

  • 239 institutional investors held Telus (TU) as of Q1 2017, up from 234 in Q4 2016.
  • Funds reported $10.3B of Telus stock for Q1 2017, down 3% quarter-over-quarter.
  • 23 funds opened new Telus positions in Q1 2017 and 15 closed out, a net change of +8 holders.
  • The largest Telus buyer in Q1 2017 was Bank of Montreal, an estimated $85.4M added.
  • The largest Telus seller in Q1 2017 was 1832 Asset Management, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2017.