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323 hedge funds and large institutions have $14.3B invested in Telus in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 117 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

458% more call options, than puts

Call options by funds: $58.9M | Put options by funds: $10.5M

42% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 36

5% more capital invested

Capital invested by funds: $13.6B → $14.3B (+$680M)

3% more funds holding

Funds holding: 315323 (+8)

7% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 109

0.47% less ownership

Funds ownership: 52.12%51.65% (-0.47%)

36% less funds holding in top 10

Funds holding in top 10: 149 (-5)

Holders
323
Holders Change
+8
Holders Change %
+2.54%
% of All Funds
5.19%
Holding in Top 10
9
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-35.71%
% of All Funds
0.14%
New
51
Increased
117
Reduced
109
Closed
36
Calls
$58.9M
Puts
$10.5M
Net Calls
+$48.3M
Net Calls Change
+$4.14M
Name Holding Trade Value Shares
Change
Change in
Stake
YCM
201
Yousif Capital Management
Michigan
$446K
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$443K -$105K -5,086 -18%
QT
203
Quantbot Technologies
New York
$436K +$466K +22,578 New
SEC
204
Seven Eight Capital
New York
$426K -$145K -7,008 -24%
FNT
205
First National Trust
Pennsylvania
$415K
IF
206
Intrua Financial
Texas
$407K +$127K +6,161 +47%
NP
207
Ninepoint Partners
Ontario, Canada
$392K
USAA
208
United Services Automobile Association
Texas
$391K
PTC
209
Petrus Trust Company
Texas
$391K +$418K +20,244 New
VEA
210
Virtus ETF Advisers
New York
$386K -$1.02M -49,602 -71%
PIC
211
PCJ Investment Counsel
Ontario, Canada
$359K +$384K +18,600 New
PTC
212
Private Trust Company
Ohio
$358K +$11.6K +564 +3%
Assenagon Asset Management
213
Assenagon Asset Management
Luxembourg
$355K -$1.26K -61 -0.3%
Osaic Holdings
214
Osaic Holdings
Arizona
$345K +$7.14K +346 +2%
HighTower Advisors
215
HighTower Advisors
Illinois
$342K -$77.8K -3,767 -18%
WA
216
Wealthstar Advisors
Texas
$339K -$12K -579 -3%
EGM
217
Engineers Gate Manager
New York
$326K +$349K +16,904 New
BCM
218
Bayesian Capital Management
New York
$322K +$344K +16,662 New
VPIM
219
Vanguard Personalized Indexing Management
California
$317K -$141K -6,836 -29%
BCA
220
Bay Colony Advisors
Massachusetts
$317K +$339K +16,399 New
RA
221
Royce & Associates
New York
$315K
Creative Planning
222
Creative Planning
Kansas
$308K +$73.2K +3,545 +29%
HC
223
Henshaw Capital
Massachusetts
$300K +$321K +15,523 New
VAS
224
Vestmark Advisory Solutions
Massachusetts
$288K -$8.69K -421 -3%
KWMG
225
King Wealth Management Group
Florida
$280K

TU Hedge Fund Activity: Q4 2022 in Review

323 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q4 2022, worth a combined $14.3B — up 5% from $13.6B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new TU positions and 36 closed out — a net gain of 15 holders — while 117 added to existing stakes and 109 trimmed.

The largest buyer was National Bank of Canada, adding an estimated $203M. The largest seller was Bank of Montreal, cutting an estimated $230M.

  • 323 institutional investors held Telus (TU) as of Q4 2022, up from 315 in Q3 2022.
  • Funds reported $14.3B of Telus stock for Q4 2022, up 5% quarter-over-quarter.
  • 51 funds opened new Telus positions in Q4 2022 and 36 closed out, a net change of +15 holders.
  • The largest Telus buyer in Q4 2022 was National Bank of Canada, an estimated $203M added.
  • The largest Telus seller in Q4 2022 was Bank of Montreal, an estimated $230M sold.

Based on aggregated 13F filings for Q4 2022.