What smart money is saying about Deutsche Telekom
DTE.DE
No fund has written a full thesis on Deutsche Telekom in our archive, but 5 fund letters report a position in it — most recently Liontrust GF Global Alpha Fund in July 2026.
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5
Reported positions
0
Bought
4
Sold
5
Letters
Position history
Between Q2 2026 and Q3 2026, 5 fund letters reported a position in Deutsche Telekom — 4 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2 | 0 |
| Q2 2026 | 3 | 0 | 2 | 0 |
Fund activity · 5 positions · 4 moves
- July 2026
“This is a marketing communication We sold out of Deutsche Telekom and T-Mobile where newsflow is subdued and shares likely dead money for next quarters.”
Deutsche Telekom - July 2026
“Portfolio changes The portfolio added three names in the financials sector: NU Holdings, Citigroup and Wells Fargo. Financials look set to benefit from the ‘stronger for longer’ theme and these additions complement the existing fintech exposure as well as offering geographic diversification. We sold out of Deutsche Telekom and T-Mobile where newsflow is subdued and shares likely dead money for next quarters.”
Deutsche Telekom - June 2026
“Trading Activity Trading activity over the quarter centred on selective primary market participation and relative value switches. In financials, we switched into a new Lloyds Tier 2 bond where valuation was attractive versus our existing subordinated exposure, participated in a new issue from Investec after the deal came with a healthy premium, and extended our position in short-dated Santander bonds for an attractive spread pick-up. Outside financials, we added a new position in Westfield Stratford, supported by its BREEAM “excellent” rating and ongoing energy performance initiatives, funding the purchase from Deutsche Telekom.”
Deutsche Telekom - June 2026
Listed in Gabelli Funds Shareholder Commentary: Open-End Funds’s reported holdings.
Deutsche Telekom - June 2026
“Trading activity Trading activity over the quarter centred on selective primary market participation early in the period and relative value switches as valuations tightened. In financials, we switched into a new Lloyds Tier 2 bond, participated in new issues from Investec and Barclays, and added exposure to Santander, including a switch from HSBC into it on valuation grounds. Outside financials, we participated in a new issue from Westfield Stratford, supported by its BREEAM “excellent” rating and ongoing initiatives to improve energy performance, funding this from Deutsche Telekom.”
Deutsche Telekom
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