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219 hedge funds and large institutions have $8.92B invested in Telus in 2015 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

404% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $3.41M

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1% more funds holding

Funds holding: 217219 (+2)

0.74% more ownership

Funds ownership: 107.64%108.38% (+0.74%)

12% less capital invested

Capital invested by funds: $10.2B → $8.92B (-$1.25B)

20% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 86

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
219
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
5.75%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.16%
New
24
Increased
69
Reduced
86
Closed
21
Calls
$17.2M
Puts
$3.41M
Net Calls
+$13.8M
Net Calls Change
-$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.46B +$100M +6,447,230 +7%
TD Asset Management
2
TD Asset Management
Ontario, Canada
$745M -$13.8M -887,636 -2%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$524M -$70.7M -4,540,042 -11%
IGIM
4
I.G. Investment Management
Manitoba, Canada
$518M +$48.3M +3,104,820 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$453M +$87.7M +5,635,358 +21%
Capital Research Global Investors
6
Capital Research Global Investors
California
$375M +$39.5M +2,537,016 +10%
BGC
7
Beutel, Goodman & Co
Ontario, Canada
$346M -$13.8M -886,020 -3%
CIBC Asset Management
8
CIBC Asset Management
Ontario, Canada
$344M +$29M +1,860,394 +8%
1832 Asset Management
9
1832 Asset Management
Ontario, Canada
$344M +$12.3M +790,958 +3%
LBA
10
Letko, Brosseau & Associates
Quebec, Canada
$273M -$925K -59,400 -0.3%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$257M
Canada Life
12
Canada Life
Manitoba, Canada
$184M +$3.59M +230,514 +2%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$179M -$119M -7,614,334 -37%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$159M -$94.4M -6,066,536 -35%
Mawer Investment Management
15
Mawer Investment Management
Alberta, Canada
$158M +$2.91M +186,972 +2%
Franklin Resources
16
Franklin Resources
California
$148M +$35.5M +2,281,316 +27%
Mackenzie Financial
17
Mackenzie Financial
Ontario, Canada
$145M -$27.2M -1,750,220 -14%
GCC
18
Guardian Capital (Canada)
Ontario, Canada
$136M -$308K -19,784 -0.2%
Bank of Nova Scotia
19
Bank of Nova Scotia
Ontario, Canada
$129M +$1.34M +86,000 +0.9%
AIMCA
20
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$129M -$15.8M -1,014,600 -13%
GMI
21
Greystone Managed Investments
Saskatchewan, Canada
$114M -$996K -63,996 -0.8%
IIM
22
Intact Investment Management
Quebec, Canada
$114M +$44.6M +2,862,600 +93%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$112M +$21.6M +1,388,470 +21%
Connor, Clark & Lunn Investment Management (CC&L)
24
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$100M -$39.5M -2,538,844 -26%
Renaissance Technologies
25
Renaissance Technologies
New York
$94.2M +$1.77M +113,800 +2%

TU Hedge Fund Activity: Q4 2015 in Review

219 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q4 2015, worth a combined $8.92B — down 12% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new TU positions and 21 closed out — a net gain of 3 holders — while 69 added to existing stakes and 86 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $100M. The largest seller was CIBC World Market, cutting an estimated $119M.

  • 219 institutional investors held Telus (TU) as of Q4 2015, up from 217 in Q3 2015.
  • Funds reported $8.92B of Telus stock for Q4 2015, down 12% quarter-over-quarter.
  • 24 funds opened new Telus positions in Q4 2015 and 21 closed out, a net change of +3 holders.
  • The largest Telus buyer in Q4 2015 was Royal Bank of Canada, an estimated $100M added.
  • The largest Telus seller in Q4 2015 was CIBC World Market, an estimated $119M sold.

Based on aggregated 13F filings for Q4 2015.