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306 hedge funds and large institutions have $12B invested in Telus in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 117 increasing their positions, 122 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more call options, than puts

Call options by funds: $89.4M | Put options by funds: $19.2M

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

0% more funds holding

Funds holding: 305306 (+1)

4% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 122

1.02% less ownership

Funds ownership: 51.11%50.09% (-1%)

17% less capital invested

Capital invested by funds: $14.4B → $12B (-$2.4B)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
306
Holders Change
+1
Holders Change %
+0.33%
% of All Funds
4.86%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.11%
New
25
Increased
117
Reduced
122
Closed
22
Calls
$89.4M
Puts
$19.2M
Net Calls
+$70.2M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
201
First National Trust
Pennsylvania
$351K
DA
202
Duality Advisers
Florida
$349K -$875K -49,674 -70%
CCA
203
Cobblestone Capital Advisors
New York
$335K -$32K -1,815 -8%
MGP
204
Metis Global Partners
California
$335K -$118K -6,671 -25%
PTC
205
Private Trust Company
Ohio
$332K -$5.39K -306 -1%
Creative Planning
206
Creative Planning
Kansas
$332K +$93.3K +5,297 +35%
FAFN
207
First Affirmative Financial Network
Colorado
$327K +$77.6K +4,402 +28%
EWA
208
EverSource Wealth Advisors
Alabama
$326K +$141K +7,993 +67%
PRC
209
Pearl River Capital
Michigan
$310K +$335K +18,986 New
BHPW
210
Beverly Hills Private Wealth
California
$293K -$325K -18,458 -51%
ISL
211
Ingalls & Snyder LLC
New York
$281K +$72.8K +4,130 +32%
CBTWT
212
Community Bank & Trust (Waco, Texas)
Texas
$275K -$16.6K -943 -6%
RA
213
Royce & Associates
New York
$266K
GWM
214
Geneos Wealth Management
Colorado
$261K +$3.07K +174 +1%
HighTower Advisors
215
HighTower Advisors
Illinois
$260K -$52.9K -3,001 -16%
TI
216
Trexquant Investment
Connecticut
$256K +$276K +15,679 New
IA
217
IFP Advisors
Florida
$244K +$6.17K +350 +2%
KWMG
218
King Wealth Management Group
Florida
$240K
BBVA
219
Banco Bilbao Vizcaya Argentaria
Spain
$239K +$254K +14,407 New
WI
220
WrapManager Inc
California
$236K +$19.3K +1,093 +8%
GAM
221
Gotham Asset Management
New York
$235K +$253K +14,376 New
VPI
222
Value Partners Investments
Manitoba, Canada
$234K +$17.8K +1,010 +8%
AIM
223
Aigen Investment Management
New York
$232K -$189K -10,727 -43%
OC
224
Oppenheimer & Co
New York
$221K +$20.5K +1,162 +9%
PSFG
225
Prairie Sky Financial Group
Illinois
$218K

TU Hedge Fund Activity: Q3 2023 in Review

306 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q3 2023, worth a combined $12B — down 17% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new TU positions and 22 closed out — a net gain of 3 holders — while 117 added to existing stakes and 122 trimmed.

The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $124M. The largest seller was Mackenzie Financial, cutting an estimated $92.5M.

  • 306 institutional investors held Telus (TU) as of Q3 2023, up from 305 in Q2 2023.
  • Funds reported $12B of Telus stock for Q3 2023, down 17% quarter-over-quarter.
  • 25 funds opened new Telus positions in Q3 2023 and 22 closed out, a net change of +3 holders.
  • The largest Telus buyer in Q3 2023 was Capital Research Global Investors, an estimated $124M added.
  • The largest Telus seller in Q3 2023 was Mackenzie Financial, an estimated $92.5M sold.

Based on aggregated 13F filings for Q3 2023.