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200 hedge funds and large institutions have $12.8B invested in Telus in 2014 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 82 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

649% more call options, than puts

Call options by funds: $49.1M | Put options by funds: $6.56M

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

3% more funds holding

Funds holding: 195200 (+5)

2% more capital invested

Capital invested by funds: $12.6B → $12.8B (+$221M)

0.72% less ownership

Funds ownership: 111.54%110.82% (-0.72%)

15% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 82

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
200
Holders Change
+5
Holders Change %
+2.56%
% of All Funds
5.75%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.4%
New
17
Increased
70
Reduced
82
Closed
11
Calls
$49.1M
Puts
$6.56M
Net Calls
+$42.6M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.4B -$26.9M -1,468,186 -2%
IGIM
2
I.G. Investment Management
Manitoba, Canada
$1.02B -$36.9M -2,014,802 -4%
TD Asset Management
3
TD Asset Management
Ontario, Canada
$969M -$29.8M -1,629,084 -3%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$796M +$163M +8,918,646 +26%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$601M -$83.3M -4,553,842 -12%
BlackRock
6
BlackRock
New York
$547M -$9.58M -523,426 -2%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$535M +$110K +6,000 +0%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$465M -$10M -546,866 -2%
CIBC Asset Management
9
CIBC Asset Management
Ontario, Canada
$435M -$29.2M -1,597,318 -6%
LBA
10
Letko, Brosseau & Associates
Quebec, Canada
$423M -$4.95M -270,810 -1%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$391M +$6.58M +359,572 +2%
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$337M -$11.8M -642,732 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
13
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$334M +$2.38M +130,000 +0.7%
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$313M -$15.8M -861,202 -5%
Mackenzie Financial
15
Mackenzie Financial
Ontario, Canada
$240M -$3.33M -181,898 -1%
Canada Life
16
Canada Life
Manitoba, Canada
$239M -$40.1M -2,190,862 -15%
Franklin Resources
17
Franklin Resources
California
$235M -$28.8M -1,576,320 -11%
Mawer Investment Management
18
Mawer Investment Management
Alberta, Canada
$232M -$2.11M -115,136 -0.9%
Fiera Capital (Canada)
19
Fiera Capital (Canada)
Quebec, Canada
$229M -$11.1M -607,750 -5%
GCC
20
Guardian Capital (Canada)
Ontario, Canada
$195M -$14.3M -782,492 -7%
Bank of Nova Scotia
21
Bank of Nova Scotia
Ontario, Canada
$169M +$2.23M +122,000 +1%
GMI
22
Greystone Managed Investments
Saskatchewan, Canada
$168M +$140M +7,660,762 +581%
BIT
23
BlackRock Institutional Trust
California
$167M +$3.35M +182,974 +2%
Morgan Stanley
24
Morgan Stanley
New York
$166M +$9.38M +512,556 +6%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$158M -$5.35M -292,200 -4%

TU Hedge Fund Activity: Q2 2014 in Review

200 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q2 2014, worth a combined $12.8B — up 1.8% from $12.6B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TU positions and 11 closed out — a net gain of 6 holders — while 70 added to existing stakes and 82 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $163M. The largest seller was Citigroup, cutting an estimated $181M.

  • 200 institutional investors held Telus (TU) as of Q2 2014, up from 195 in Q1 2014.
  • Funds reported $12.8B of Telus stock for Q2 2014, up 1.8% quarter-over-quarter.
  • 17 funds opened new Telus positions in Q2 2014 and 11 closed out, a net change of +6 holders.
  • The largest Telus buyer in Q2 2014 was Bank of Montreal, an estimated $163M added.
  • The largest Telus seller in Q2 2014 was Citigroup, an estimated $181M sold.

Based on aggregated 13F filings for Q2 2014.