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Thomson Reuters
TRI

311 hedge funds and large institutions have $8.97B invested in Thomson Reuters in 2017 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 85 increasing their positions, 136 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more call options, than puts

Call options by funds: $9.48M | Put options by funds: $7.85M

4% more capital invested

Capital invested by funds: $8.62B → $8.97B (+$343M)

0.67% less ownership

Funds ownership: 23.61% → 22.94% (-0.67%)

3% less funds holding

Funds holding: 321 → 311 (-10)

13% less first-time investments, than exits

New positions opened: 46 | Existing positions closed: 53

38% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 136

Holders
311
Holders Change
-10
Holders Change %
-3.12%
% of All Funds
7.75%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.15%
New
46
Increased
85
Reduced
136
Closed
53
Calls
$9.48M
Puts
$7.85M
Net Calls
+$1.63M
Net Calls Change
-$4.28M

Top Buyers

1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$174M
2
CIBC World Market
CIBC World Market
Ontario, Canada
+$95.2M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$62.3M
4
Millennium Management
Millennium Management
New York
+$62M
5
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
+$60.9M

Top Sellers

1
BlackRock
BlackRock
New York
-$170M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$136M
3
State Street
State Street
Massachusetts
-$124M
4
Bank of America
Bank of America
North Carolina
-$119M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$55.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
OMCS
226
Old Mutual Customised Solutions
South Africa
$307K – – –
DTL
227
Dynamic Technology Lab
Singapore
$303K +$289K +5,645 New
CAM
228
CGOV Asset Management
Ontario, Canada
$300K – – –
PNC Financial Services Group
229
PNC Financial Services Group
Pennsylvania
$298K -$220K -4,286 -44%
SM
230
Sciencast Management
New Jersey
$255K -$372K -7,267 -60%
WSCM
231
Wellington Shields Capital Management
New York
$255K – – –
GC
232
Gilbert & Cook
Iowa
$254K +$243K +4,732 New
AI
233
Atria Investments
North Carolina
$252K +$240K +4,682 New
DWM
234
Dorchester Wealth Management
Quebec, Canada
$244K -$11.3K -221 -5%
TU
235
TDAM USA
Ontario, Canada
$243K – – –
WIC
236
Whitegate Investment Counselors
New Hampshire
$241K -$103K -2,003 -31%
LOAME
237
Lombard Odier Asset Management (Europe)
United Kingdom
$240K +$177K +3,444 New
PAG
238
Private Advisor Group
New Jersey
$239K -$11.4K -223 -5%
HIMCH
239
Hartford Investment Management Co (HIMCO)
Connecticut
$234K +$223K +4,352 New
FHAM
240
Folger Hill Asset Management
New York
$231K -$221K -4,307 -50%
LWAC
241
Laurel Wealth Advisors (California)
California
$231K – – –
PP
242
Prudential plc
United Kingdom
$227K – – –
SG Americas Securities
243
SG Americas Securities
New York
$227K +$66.1K +1,290 +44%
CI
244
Cigna Investments
Connecticut
$226K -$1.28M -24,886 -86%
V
245
Veritable
Delaware
$220K -$44.9K -877 -18%
SEC
246
Seven Eight Capital
New York
$216K -$689K -13,443 -77%
Bessemer Group
247
Bessemer Group
New Jersey
$216K -$5.89K -115 -3%
RGI
248
River Global Investors
United Kingdom
$215K -$1.39M -27,143 -87%
Creative Planning
249
Creative Planning
Kansas
$205K -$58.5K -1,141 -23%
BIC
250
Beach Investment Counsel
Pennsylvania
$203K +$193K +3,773 New
8 9
10
11 12

TRI Hedge Fund Activity: Q2 2017 in Review

311 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2017, worth a combined $8.97B — up 4% from $8.62B a quarter earlier.

Sellers outnumbered buyers: 53 funds closed out of TRI and 46 opened new positions — a net loss of 7 holders — while 136 trimmed existing stakes and 85 added.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $174M. The largest seller was BlackRock, cutting an estimated $170M.

  • 311 institutional investors held Thomson Reuters (TRI) as of Q2 2017, down from 321 in Q1 2017.
  • Funds reported $8.97B of Thomson Reuters stock for Q2 2017, up 4% quarter-over-quarter.
  • 46 funds opened new Thomson Reuters positions in Q2 2017 and 53 closed out, a net change of -7 holders.
  • The largest Thomson Reuters buyer in Q2 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $174M added.
  • The largest Thomson Reuters seller in Q2 2017 was BlackRock, an estimated $170M sold.

Based on aggregated 13F filings for Q2 2017.