Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Telus Corporation (TU)

290 + Investors. Track Smart Money conviction in TU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — TU

Based on 290 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added TU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
290 funds currently hold this stock — 94% of the 3.0-year high of 310 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding TU is almost the same as a year ago (-8 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

162 buying135 selling
Last quarter: 162 funds bought or added vs 135 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new TU position: 33 → 54 → 35 → 49. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 16% medium ■ 16% new
198 out of 290 hedge funds have held TU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -20%

Value
-19%
Shares
-4%
Last quarter: funds added -4% more shares while total portfolio value only changed -20%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~49 new funds/quarter

47 → 33 → 54 → 35 → 49 new funds/Q
New funds entering each quarter: 33 → 54 → 35 → 49. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 75% veterans vs 17% newcomers

■ 75% veterans ■ 8% 1-2yr ■ 17% new
Entry-cohort mix of 308 holders: 232 (75%) are 2+ year veterans, 24 entered 1–2 years ago, and 52 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
54 of 290 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in TU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TU

In 2026 Q2, 162 hedge funds were net buyers of TU (49 opened a new position, 113 added to an existing one), while 135 reduced or exited (88 trimmed, 47 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 51% of total institutional value in TU is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 290.

Hedge Fund Ownership: TU

How many hedge funds hold TU — quarterly history vs. share price
Quarterly hedge fund ownership of TU vs. share price

Market Analysis: TU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

14 top-rated funds 1 high-conviction
Consensus
5.1
/ 10
breadth
×
Elite
2.3
/ 10
conviction
Hedge Fund Positioning: TU
290 + Investors

Track Smart Money conviction in TU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 290 288 0.69%
13F Shares 733M 767M -4.36%
Total Value $7.87B $9.83B -19.95%
New Positions 49 35 +14
Increased Positions 108 108 -
Closed Positions 47 57 -10
Reduced Positions 82 91 -9
Total Calls 8 9 -11.11%
Total Puts 10 9 11.11%
PUT/CALL Ratio 1.25 1.0 Bearish

Statistics: TU

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

290 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Heathbridge Capital Management Ltd. 5.29% 1,466,100 $15.5M
2 Scheer, Rowlett & Associates Investment Management Ltd. 3.07% 3,993,829 $42.8M
3 SIG North Trading, ULC 2.01% 10,335,800 $109.2M
4 Bank of Nova Scotia Trust Co 1.84% 2,105,079 $22.3M
5 Letko, Brosseau & Associates Inc 1.60% 10,220,253 $108.1M
6 Intact Investment Management INC. 1.40% 4,648,090 $49.2M
7 SIG North Trading, ULC 1.29% 6,627,536 $70.1M
8 Purpose Unlimited Inc. 0.86% 2,126,180 $22.5M
9 Lorne Steinberg Wealth Management Inc. 0.86% 393,951 $4.2M
10 Cibc World Market INC. 0.79% 46,829,404 $494.9M
11 SIG North Trading, ULC 0.78% 3,986,600 $42.1M
12 Legend Capital Advisors LLC 0.74% 65,982 $1.4M
13 Federation des caisses Desjardins du Quebec 0.64% 19,779,069 $208.8M
14 Mufg Securities (canada), LTD. 0.63% 2,208,650 $23.3M
15 Fiera Capital Corp 0.54% 14,181,652 $149.9M
16 Scotia Capital INC. 0.52% 13,219,169 $139.8M
17 DKRT Investments Corp. 0.52% 200,000 $2.1M
18 Pacifica Partners Inc. 0.47% 153,095 $1.6M
19 Mackenzie Financial Corp 0.45% 29,719,699 $445.8M
20 Quadrature Capital Ltd 0.44% 4,878,600 $51.6M
21 TD Waterhouse Canada Inc. 0.40% 14,385,284 $151.6M
22 Wealth Advisors of Tampa Bay, LLC 0.40% 123,295 $1.3M
23 Bank of Nova Scotia 0.39% 24,128,736 $255.2M
24 Duff & Phelps Investment Management Co 0.38% 2,666,500 $40.0M
25 Gold Investment Management Ltd. 0.38% 131,659 $1.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Telus Corporation (TU)

What does the Smart Money Trend signal show for TU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added TU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TU?

Slight buying edge — 55% buying: Last quarter: 162 funds bought or added vs 135 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TU holders?

Elite ownership — 51% AUM from top-100 funds: 54 of 290 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in TU. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TU?

68% of holders stayed for 2+ years: 198 out of 290 hedge funds have held TU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →