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Thomson Reuters
TRI

273 hedge funds and large institutions have $9.53B invested in Thomson Reuters in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

4% more funds holding

Funds holding: 262 → 273 (+11)

4% more capital invested

Capital invested by funds: $9.14B → $9.53B (+$386M)

0.82% less ownership

Funds ownership: 27.17% → 26.35% (-0.82%)

2% less call options, than puts

Call options by funds: $22M | Put options by funds: $22.5M

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

15% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 112

Holders
273
Holders Change
+11
Holders Change %
+4.2%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
34
Increased
95
Reduced
112
Closed
21
Calls
$22M
Puts
$22.5M
Net Calls
-$438K
Net Calls Change
-$21M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$126M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$67M
3
Renaissance Technologies
Renaissance Technologies
New York
+$39.5M
4
Goldman Sachs
Goldman Sachs
New York
+$30.2M
5
Morgan Stanley
Morgan Stanley
New York
+$19.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$77.7M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
-$60.4M
4
RIM
RS Investment Management
California
-$39.6M
5
Invesco
Invesco
Georgia
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMCS
226
Old Mutual Customised Solutions
South Africa
$266K – – –
CI
227
Capital International
California
$265K – – –
Rafferty Asset Management
228
Rafferty Asset Management
New York
$259K -$129K -3,020 -34%
AI
229
Analytic Investors
California
$253K +$14.7K +344 +6%
AI
230
ArchPoint Investors
Florida
$249K -$7.55K -177 -3%
WFM
231
Wilmington Funds Management
Delaware
$234K -$118K -2,757 -34%
ARTA
232
A.R.T. Advisors
New York
$234K +$228K +5,343 New
JFGIW
233
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$233K – – –
NAMA
234
Nikko Asset Management Americas
New York
$225K +$206K +4,826 New
GJIC
235
Gamble Jones Investment Counsel
California
$218K – – –
PL
236
Parkwood LLC
Ohio
$191K +$186K +4,358 New
DekaBank Deutsche Girozentrale
237
DekaBank Deutsche Girozentrale
Germany
$179K +$173K +4,050 New
PAM
238
Panagora Asset Management
Massachusetts
$170K – – –
SG Americas Securities
239
SG Americas Securities
New York
$160K +$156K +3,650 New
SEC
240
Seven Eight Capital
New York
$158K +$154K +3,609 New
STC
241
SEI Trust Company
Pennsylvania
$132K -$397K -9,307 -76%
OIA
242
Optimum Investment Advisors
Illinois
$119K +$36.7K +861 +46%
QT
243
Quantbot Technologies
New York
$105K -$66.6K -1,561 -39%
WRM
244
Westport Resources Management
Connecticut
$93K – – –
Walleye Trading
245
Walleye Trading
New York
$90K +$87.8K +2,057 New
PTC
246
Private Trust Company
Ohio
$84K – – –
Bessemer Group
247
Bessemer Group
New Jersey
$77K – – –
LOCC
248
Lombard Odier & Cie (Canada)
Quebec, Canada
$77K +$74.5K +1,745 New
S
249
SignatureFD
Georgia
$61K -$62.7K -1,470 -51%
AC
250
Alexandria Capital
Virginia
$57K – – –
8 9
10
11 12

TRI Hedge Fund Activity: Q4 2013 in Review

273 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2013, worth a combined $9.53B — up 4.2% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TRI positions and 21 closed out — a net gain of 13 holders — while 95 added to existing stakes and 112 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $112M.

  • 273 institutional investors held Thomson Reuters (TRI) as of Q4 2013, up from 262 in Q3 2013.
  • Funds reported $9.53B of Thomson Reuters stock for Q4 2013, up 4.2% quarter-over-quarter.
  • 34 funds opened new Thomson Reuters positions in Q4 2013 and 21 closed out, a net change of +13 holders.
  • The largest Thomson Reuters buyer in Q4 2013 was Credit Suisse, an estimated $126M added.
  • The largest Thomson Reuters seller in Q4 2013 was Fidelity Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2013.