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231 hedge funds and large institutions have $10.7B invested in Telus in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 103 increasing their positions, 69 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,169% more call options, than puts

Call options by funds: $32.3M | Put options by funds: $1.43M

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

49% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 69

3% more capital invested

Capital invested by funds: $10.3B → $10.7B (+$342M)

3% less funds holding

Funds holding: 239231 (-8)

3.48% less ownership

Funds ownership: 107.14%103.67% (-3.5%)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

Holders
231
Holders Change
-8
Holders Change %
-3.35%
% of All Funds
5.76%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.2%
New
16
Increased
103
Reduced
69
Closed
23
Calls
$32.3M
Puts
$1.43M
Net Calls
+$30.9M
Net Calls Change
+$21.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
201
Commonwealth Bank of Australia
Australia
$64K +$62.8K +3,744 New
IA
202
IFP Advisors
Florida
$62K +$29.2K +1,738 +93%
NA
203
Neuburgh Advisers
California
$52K
NIMI
204
Natixis Investment Managers International
France
$48K
FHA
205
First Horizon Advisors
Tennessee
$44K
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$40K +$28.6K +1,704 +284%
OAM
207
Oppenheimer Asset Management
New York
$36K +$1.75K +104 +5%
AssetMark Inc
208
AssetMark Inc
California
$34K -$3.19K -190 -9%
MIP
209
Mondrian Investment Partners
United Kingdom
$33K +$201 +12 +0.8%
RFA
210
Reilly Financial Advisors
California
$29K +$22.5K +1,340 +401%
GWM
211
Geneos Wealth Management
Colorado
$25K
JAM
212
JCIC Asset Management
Ontario, Canada
$23K +$22.1K +1,320 New
FWM
213
Focused Wealth Management
New York
$21K
GEA
214
Glen Eagle Advisors
New Jersey
$20.8K
TRCT
215
Tower Research Capital (TRC)
New York
$19K +$2.18K +130 +18%
HCM
216
Highlander Capital Management
New Jersey
$15K
LF
217
Lee Financial
Texas
$14K
VNA
218
Valley National Advisers
Pennsylvania
$14K
Bessemer Group
219
Bessemer Group
New Jersey
$8K +$1.21K +72 +19%
ASN
220
Advisory Services Network
Georgia
$7K
HWM
221
Holloway Wealth Management
Florida
$7K
LIA
222
LS Investment Advisors
Michigan
$5K
ZB
223
Zions Bancorporation
Utah
$5K +$1.14K +68 +32%
BTIS
224
BB&T Investment Services
North Carolina
$5K +$1.44K +86 +42%
CHC
225
City Holding Co
West Virginia
$4K -$3.59K -214 -48%

TU Hedge Fund Activity: Q2 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q2 2017, worth a combined $10.7B — up 3.3% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of TU and 16 opened new positions — a net loss of 7 holders — while 69 trimmed existing stakes and 103 added.

The largest buyer was Franklin Resources, adding an estimated $99.5M. The largest seller was 1832 Asset Management, cutting an estimated $226M.

  • 231 institutional investors held Telus (TU) as of Q2 2017, down from 239 in Q1 2017.
  • Funds reported $10.7B of Telus stock for Q2 2017, up 3.3% quarter-over-quarter.
  • 16 funds opened new Telus positions in Q2 2017 and 23 closed out, a net change of -7 holders.
  • The largest Telus buyer in Q2 2017 was Franklin Resources, an estimated $99.5M added.
  • The largest Telus seller in Q2 2017 was 1832 Asset Management, an estimated $226M sold.

Based on aggregated 13F filings for Q2 2017.