Exploring TELUS Corporation (TU) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind TELUS Corporation (TU) and what drives their investment decisions? As of April 17, 2025, the share price stands at $15.01, a 5.72% decrease from $15.92 on April 19, 2024. With 476 institutional owners holding a total of 791,968,344 shares, understanding their moves can provide valuable insights. Are these investors focused on long-term growth, dividend income, or strategic influence? Join us as we delve into the investor profile of TELUS, uncovering the key shareholders and the factors influencing their investment strategies.

TELUS Corporation (TU) Who Invests in TELUS Corporation and Why?

Understanding the investor profile of TELUS Corporation (TU) provides valuable insights into market sentiment and the factors driving investment decisions. The investor base is diverse, encompassing retail investors, institutional investors, and hedge funds, each with their own motivations and strategies.

Key Investor Types:

TELUS's shareholder base includes a mix of retail and institutional investors. Examining the composition of these investor types helps to understand the overall market perception of the company.

• Retail Investors: These individual investors often focus on dividend income and long-term capital appreciation.
• Institutional Investors: These include mutual funds, pension funds, insurance companies, and investment firms that manage large sums of money. Their investment decisions are driven by in-depth research and analysis.
• Hedge Funds: These funds employ more aggressive strategies, including short-term trading and arbitrage, seeking higher returns.

Investment Motivations:

Different factors attract various investor types to TELUS. These motivations often align with the company's financial performance, market position, and future prospects.

• Growth Prospects: Investors are drawn to TELUS's growth in the telecommunications sector, driven by increasing demand for data and connectivity.
• Dividends: TELUS has a history of paying consistent and growing dividends, making it attractive to income-seeking investors.
• Market Position: As a major player in the Canadian telecommunications market, TELUS benefits from a strong market share and brand recognition.

Investment Strategies:

The diverse investor base employs various strategies when investing in TELUS, reflecting their individual risk tolerance and investment goals.

• Long-Term Holding: Many institutional and retail investors adopt a long-term holding strategy, focusing on the company's stable performance and dividend payouts.
• Short-Term Trading: Hedge funds and some active traders may engage in short-term trading, capitalizing on price fluctuations.
• Value Investing: Value investors look for companies that are undervalued by the market, potentially seeing TELUS as a stable, dividend-paying stock with long-term growth potential.

A closer look into the specifics of institutional ownership can reveal significant insights. For instance, examining the top institutional holders and their recent trading activity provides a glimpse into the prevailing sentiment among sophisticated investors.

While specific, real-time data on the exact breakdown of investor types and their holdings can fluctuate, information is often available through financial data providers and company filings. These resources offer detailed insights into who is investing in TELUS and how their investment strategies align with the company’s overall performance and outlook. Always refer to the most recent data for current analysis.

For further insights into TELUS Corporation's financial standing, consider exploring:

Breaking Down TELUS Corporation (TU) Financial Health: Key Insights for Investors

TELUS Corporation (TU) Institutional Ownership and Major Shareholders of TELUS Corporation (TU)

Institutional ownership in TELUS Corporation (TU) reflects the extent to which large financial institutions, such as investment banks, hedge funds, and mutual funds, own the company's shares. As of recent filings, TELUS Corporation (TU) has a significant number of institutional owners and shareholders. Understanding the composition and activities of these major players can provide valuable insights into the stock's potential performance and stability.

As of April 17, 2025, TELUS Corporation (TU) has 476 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 791,968,344 shares.

Here are some of the top institutional holders of TELUS Corporation (TU) as of December 31, 2024:

• Royal Bank of Canada: 160,531,268 shares (10.60% of shares outstanding), valued at $2,430,443,452
• Bank of Montreal /can/: 81,590,736 shares (5.39% of shares outstanding), valued at $1,235,283,771
• Mackenzie Financial Corp: 49,232,693 shares (3.25% of shares outstanding), valued at $745,382,988
• CIBC World Markets Inc.: 46,541,962 shares (3.10% of shares outstanding)
• 1832 Asset Management L.P.: 41,038,848 shares (2.73% of shares outstanding)
• TD Asset Management Inc.: 38,445,822 shares (2.56% of shares outstanding)
• Bank of Nova Scotia: 30,219,141 shares (2.01% of shares outstanding)
• National Bank of Canada /fi/: 26,761,867 shares (1.78% of shares outstanding)
• Vanguard Group Inc: 25,801,407 shares (1.72% of shares outstanding)
• Federation des caisses Desjardins du Quebec: 20,960,730 shares (1.39% of shares outstanding)

These major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

Examining the changes in institutional ownership can reveal the sentiment of sophisticated investors. An increase in holdings suggests a positive outlook, while a decrease may indicate concerns about the company's future performance.

Recent data indicates the following changes in institutional ownership:

• The total number of institutional owners decreased by -2.66% MRQ (Most Recent Quarter).
• The average portfolio allocation decreased by -10.69% MRQ.
• Institutional shares (long) increased by 14.74MM shares, a 1.90% change MRQ.

Some institutions that have significantly decreased their positions in TELUS stock recently include:

• Mackenzie Financial Corp ($16.08M)
• The Manufacturers Life Insurance Company ($15.54M)
• Connor Clark & Lunn Investment Management Ltd. ($7.98M)
• Toronto Dominion Bank ($7.40M)
• Franklin Resources Inc. ($6.00M)
• TD Asset Management Inc ($5.96M)
• CIBC Asset Management Inc ($5.71M)

Institutional investors, often referred to as 'liquidity providers,' manage substantial funds and can significantly influence stock price movements. Their actions can reflect confidence in the company's strategy or concerns about its prospects.

TELUS Corporation's institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size.

As of December 25, 2024, institutions held approximately 54% of TELUS Corporation's shares, giving them substantial influence over board decisions.

The presence of institutional investors can provide stability and credibility to a company's stock. However, it can also lead to increased volatility if these investors decide to sell their shares.

The ownership structure of TELUS (TU) stock is a mix of institutional, retail, and individual investors. Approximately 50.58% of the company's stock is held by institutional investors, 0.00% is held by insiders, and 49.42% is held by retail investors.

The Fund Sentiment Score finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

The stock price of TELUS Corporation (TU) can be influenced by various factors, including institutional investor activity, company performance, and broader market trends. On April 17, 2025, the share price was $15.01 per share. Previously, on April 19, 2024, the share price was $15.92 per share. This represents a decline of 5.72% over that period.

For insights into the company's financial health, consider exploring: Breaking Down TELUS Corporation (TU) Financial Health: Key Insights for Investors

TELUS Corporation (TU) Key Investors and Their Impact on TELUS Corporation (TU)

Understanding the investor profile of TELUS Corporation (TU) provides valuable insights into the company's stability, strategic direction, and potential stock performance. Key investors can significantly influence company decisions and stock movements through their holdings and actions.

While specific real-time data on all individual investors and their direct impact can be dynamic and not always publicly detailed, we can discuss the general types of investors and their potential influence based on available information and standard market practices.

Institutional investors, mutual funds, and ETFs are significant holders of TELUS Corporation (TU) shares. Their investment decisions are driven by factors such as the company's financial performance, dividend yield, and strategic initiatives. Large institutional holdings can provide stability to the stock and reflect confidence in the company's long-term prospects.

Here are some general types of investors and their potential impact:

• Institutional Investors: These include pension funds, mutual funds, insurance companies, and hedge funds. They typically hold large blocks of shares and can significantly influence trading volumes and stock price.
• Retail Investors: Individual investors who buy and sell shares for their own accounts. While their individual holdings may be smaller, collectively they can have a substantial impact on the stock's liquidity and price volatility.
• Activist Investors: These investors take large positions in a company and then actively campaign for changes in the company's strategy or management. Their involvement can lead to significant shifts in corporate policy and stock performance.
• Strategic Investors: Companies in related industries that take a stake in TELUS Corporation (TU) for strategic reasons, such as partnerships or acquisitions.

Recent moves by key investors, such as buying or selling large stakes, can signal confidence or concern about the company's future. Activist investors may also propose significant changes, such as:

• Restructuring initiatives
• Cost-cutting measures
• Changes in capital allocation policies (e.g., dividends, share buybacks)
• Strategic shifts, such as focusing on core businesses or divesting non-core assets

These actions can significantly impact TELUS Corporation (TU)’s stock performance and strategic direction. For instance, a major institutional investor increasing its stake could signal strong confidence in the company's future, potentially driving up the stock price. Conversely, a large sell-off could indicate concerns about the company's prospects.

Examining TELUS Corporation (TU)'s investor profile helps stakeholders understand the potential influences on the company's decisions and stock performance. Keeping an eye on the moves and motivations of key investors is crucial for assessing the company's strategic direction and investment potential.

For more information on TELUS Corporation (TU), you might find this resource helpful: TELUS Corporation (TU): History, Ownership, Mission, How It Works & Makes Money

TELUS Corporation (TU) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions to ownership changes is crucial for assessing the stability and future prospects of TELUS Corporation (TU). Recent market behavior and analyst perspectives provide valuable insights into how major shareholders influence the company's performance.

Institutional investors play a significant role in shaping the market perception of TELUS. As of December 31, 2024, the top 10 institutional holders of TELUS shares include:

• Royal Bank Of Canada
• BMO Global Asset Management
• CIBC Asset Management Inc
• The Vanguard Group, Inc.
• Barrow, Hanley, Mewhinney & Strauss LLC
• Norges Bank Investment Management
• National Bank of Canada
• TD Asset Management Inc
• 1832 Asset Management L.P.
• Desjardins Global Asset Management Inc.

Changes in institutional ownership can signal shifts in confidence. For example, an increase in holdings by a major institutional investor might be interpreted positively, suggesting a strong belief in the company's future performance. Conversely, a significant decrease could raise concerns among other investors.

Here's a look at how various entities held TELUS shares as of late 2024:

The stock market's reaction to these ownership changes can be immediate and significant. Positive news, such as a major investment announcement or strong earnings report, typically leads to an increase in stock price. However, negative events, such as a downgrade by an analyst or a large sell-off by a major shareholder, can cause the stock price to decline.

Analysts' perspectives on TELUS are crucial for understanding the potential impact of key investors. Analysts often provide insights into how these investors' actions might affect the company's strategic direction, financial performance, and overall market valuation. These insights can help investors make informed decisions about their holdings in TELUS.

Keep in mind Mission Statement, Vision, & Core Values of TELUS Corporation (TU).