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190 hedge funds and large institutions have $12.1B invested in Telus in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 61 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more call options, than puts

Call options by funds: $29.2M | Put options by funds: $9.98M

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

6% more funds holding

Funds holding: 180190 (+10)

5.38% more ownership

Funds ownership: 106.08%111.46% (+5.4%)

5% more capital invested

Capital invested by funds: $11.5B → $12.1B (+$577M)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

15% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 72

Holders
190
Holders Change
+10
Holders Change %
+5.56%
% of All Funds
5.52%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
30
Increased
61
Reduced
72
Closed
18
Calls
$29.2M
Puts
$9.98M
Net Calls
+$19.2M
Net Calls Change
-$27.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.31B -$17.3M -1,004,166 -1%
IGIM
2
I.G. Investment Management
Manitoba, Canada
$995M -$32.3M -1,872,230 -3%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$924M -$12.5M -724,500 -1%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$618M +$46.8M +2,713,480 +8%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$617M -$36M -2,088,330 -6%
BlackRock
6
BlackRock
New York
$470M -$54.3M -3,145,654 -10%
CIBC Asset Management
7
CIBC Asset Management
Ontario, Canada
$455M -$1.28M -74,188 -0.3%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$431M -$161M -9,330,968 -27%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$406M +$15.5M +899,998 +4%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$401M -$14.6M -846,210 -4%
LBA
11
Letko, Brosseau & Associates
Quebec, Canada
$401M -$17.9M -1,036,170 -4%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$355M +$3.76M +217,968 +1%
Connor, Clark & Lunn Investment Management (CC&L)
13
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$342M -$837K -48,500 -0.3%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$326M +$171M +9,935,386 +110%
Canada Life
15
Canada Life
Manitoba, Canada
$275M -$30.8M -1,787,202 -10%
Franklin Resources
16
Franklin Resources
California
$259M -$12.3M -712,924 -5%
Mawer Investment Management
17
Mawer Investment Management
Alberta, Canada
$217M +$372K +21,542 +0.2%
GCC
18
Guardian Capital (Canada)
Ontario, Canada
$176M -$8.89M -515,312 -5%
Mackenzie Financial
19
Mackenzie Financial
Ontario, Canada
$168M +$14.4M +833,888 +9%
Bank of Nova Scotia
20
Bank of Nova Scotia
Ontario, Canada
$155M -$21.7M -1,256,400 -12%
AIMCA
21
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$154M +$3.41M +197,600 +2%
BIT
22
BlackRock Institutional Trust
California
$147M -$999K -57,922 -0.7%
Morgan Stanley
23
Morgan Stanley
New York
$144M +$125M +7,268,570 +657%
Fiera Capital (Canada)
24
Fiera Capital (Canada)
Quebec, Canada
$143M -$1.56M -90,694 -1%
SRAIM
25
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$142M -$5.8M -336,066 -4%

TU Hedge Fund Activity: Q4 2013 in Review

190 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q4 2013, worth a combined $12.1B — up 5% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new TU positions and 18 closed out — a net gain of 12 holders — while 61 added to existing stakes and 72 trimmed.

The largest buyer was Toronto Dominion Bank, adding an estimated $171M. The largest seller was Fidelity Investments, cutting an estimated $161M.

  • 190 institutional investors held Telus (TU) as of Q4 2013, up from 180 in Q3 2013.
  • Funds reported $12.1B of Telus stock for Q4 2013, up 5% quarter-over-quarter.
  • 30 funds opened new Telus positions in Q4 2013 and 18 closed out, a net change of +12 holders.
  • The largest Telus buyer in Q4 2013 was Toronto Dominion Bank, an estimated $171M added.
  • The largest Telus seller in Q4 2013 was Fidelity Investments, an estimated $161M sold.

Based on aggregated 13F filings for Q4 2013.