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Thomson Reuters

321 hedge funds and large institutions have $6.96B invested in Thomson Reuters in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 111 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 111

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

0.19% more ownership

Funds ownership: 19.23%19.42% (+0.19%)

5% less capital invested

Capital invested by funds: $7.32B → $6.96B (-$360M)

2% less funds holding

Funds holding: 326321 (-5)

41% less call options, than puts

Call options by funds: $27.4M | Put options by funds: $46.8M

Holders
321
Holders Change
-5
Holders Change %
-1.53%
% of All Funds
7.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
40
Increased
117
Reduced
111
Closed
39
Calls
$27.4M
Puts
$46.8M
Net Calls
-$19.4M
Net Calls Change
+$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
SW
226
SVB Wealth
Massachusetts
$238K +$1.56K +20 +0.6%
RWM
227
Ritholtz Wealth Management
New York
$231K +$252K +3,235 New
AII
228
AGF Investments Inc
Ontario, Canada
$220K +$239K +3,071 New
KeyBank National Association
229
KeyBank National Association
Ohio
$215K
SPIA
230
Steward Partners Investment Advisory
New York
$203K
CI
231
Cigna Investments
Connecticut
$201K
Simplex Trading
232
Simplex Trading
Illinois
$189K -$89.1K -1,144 -30%
FA
233
Fortis Advisors
Pennsylvania
$189K +$8.03K +103 +4%
OFG
234
OmniStar Financial Group
North Carolina
$174K +$189K +2,427 New
CBT
235
Capital Bank & Trust
California
$169K
SFSIG
236
San Francisco Sentry Investment Group
California
$163K
HNB
237
Huntington National Bank
Ohio
$151K -$6.47K -83 -4%
AF
238
Advisornet Financial
Minnesota
$145K +$2.26K +29 +1%
S
239
SignatureFD
Georgia
$143K +$35.5K +456 +29%
MWNA
240
Marshall Wace North America
New York
$143K +$157K +2,012 New
BCM
241
Barometer Capital Management
Ontario, Canada
$134K -$2.94M -37,751 -97%
HDIM
242
Hanson & Doremus Investment Management
Vermont
$128K -$6K -77 -4%
CFGS
243
Concourse Financial Group Securities
Alabama
$124K +$57.3K +735 +74%
GWM
244
Geneos Wealth Management
Colorado
$112K +$101K +1,292 +300%
PA
245
Parallel Advisors
California
$103K +$32.8K +421 +41%
CB
246
Community Bank
New York
$102K -$170K -2,182 -61%
H
247
Hexavest
Quebec, Canada
$100K +$110K +1,410 New
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$95K -$27.9K -358 -21%
ASN
249
Advisory Services Network
Georgia
$92K -$30.2K -387 -23%
APA
250
American Portfolios Advisors
New York
$81.2K +$26.8K +344 +43%

TRI Hedge Fund Activity: Q1 2020 in Review

321 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2020, worth a combined $6.96B — down 4.9% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TRI positions and 39 closed out — a net gain of 1 holder — while 117 added to existing stakes and 111 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $196M. The largest seller was Royal Bank of Canada, cutting an estimated $144M.

  • 321 institutional investors held Thomson Reuters (TRI) as of Q1 2020, down from 326 in Q4 2019.
  • Funds reported $6.96B of Thomson Reuters stock for Q1 2020, down 4.9% quarter-over-quarter.
  • 40 funds opened new Thomson Reuters positions in Q1 2020 and 39 closed out, a net change of +1 holder.
  • The largest Thomson Reuters buyer in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $196M added.
  • The largest Thomson Reuters seller in Q1 2020 was Royal Bank of Canada, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2020.