Telus
314 hedge funds and large institutions have $13.2B invested in Telus in 2023 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 115 increasing their positions, 115 reducing their positions, and 36 closing their positions.
300% more call options, than puts
Call options by funds: $135M | Put options by funds: $33.6M
28% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 36
10% more capital invested
Capital invested by funds: $12B → $13.2B (+$1.23B)
3% more funds holding
Funds holding: 306 → 314 (+8)
0.72% more ownership
Funds ownership: 50.09% → 50.81% (+0.72%)
0% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 115
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$263M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$110M |
| 3 |
ClearBridge Investments
New York
|
+$106M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$66.8M |
| 5 |
OAC
OMERS Administration Corp
Toronto,
Ontario, Canada
|
+$36.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$130M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$119M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$101M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$70M |
| 5 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$48.5M |
TU Hedge Fund Activity: Q4 2023 in Review
314 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Telus (TU) for Q4 2023, worth a combined $13.2B — up 10% from $12B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new TU positions and 36 closed out — a net gain of 10 holders — while 115 added to existing stakes and 115 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $263M. The largest seller was Beutel, Goodman & Co, cutting an estimated $130M.
- 314 institutional investors held Telus (TU) as of Q4 2023, up from 306 in Q3 2023.
- Funds reported $13.2B of Telus stock for Q4 2023, up 10% quarter-over-quarter.
- 46 funds opened new Telus positions in Q4 2023 and 36 closed out, a net change of +10 holders.
- The largest Telus buyer in Q4 2023 was Capital Research Global Investors, an estimated $263M added.
- The largest Telus seller in Q4 2023 was Beutel, Goodman & Co, an estimated $130M sold.
Based on aggregated 13F filings for Q4 2023.