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Thomson Reuters
TRI

319 hedge funds and large institutions have $8.61B invested in Thomson Reuters in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $7.08B → $8.61B (+$1.53B)

6% more call options, than puts

Call options by funds: $51.1M | Put options by funds: $48.1M

0.18% more ownership

Funds ownership: 19.8% → 19.98% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

2% less funds holding

Funds holding: 324 → 319 (-5)

22% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 125

Holders
319
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
6.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
32
Increased
97
Reduced
125
Closed
33
Calls
$51.1M
Puts
$48.1M
Net Calls
+$3.02M
Net Calls Change
+$4.19M

Top Buyers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$120M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$111M
3
Fidelity International
Fidelity International
Bermuda
+$89M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$40.8M
5
ClearBridge Investments
ClearBridge Investments
New York
+$29.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$126M
2
Renaissance Technologies
Renaissance Technologies
New York
-$64.1M
3
Morgan Stanley
Morgan Stanley
New York
-$61M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$45.9M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
226
SVB Wealth
Massachusetts
$300K -$6.3K -81 -2%
HC
227
Henshaw Capital
Massachusetts
$299K – – –
IWM
228
IHT Wealth Management
Illinois
$293K -$389 -5 -0.1%
BIC
229
Beach Investment Counsel
Pennsylvania
$287K – – –
BP
230
Ballentine Partners
Massachusetts
$286K +$17.4K +223 +7%
William Blair & Company
231
William Blair & Company
Illinois
$268K +$30.6K +393 +14%
CP
232
Cumberland Partners
Ontario, Canada
$263K -$222K -2,847 -48%
SI
233
Stephens Inc
Arkansas
$263K -$79.4K -1,021 -25%
BNP Paribas Financial Markets
234
BNP Paribas Financial Markets
France
$261K -$304K -3,912 -56%
Creative Planning
235
Creative Planning
Kansas
$259K +$240K +3,078 New
KeyBank National Association
236
KeyBank National Association
Ohio
$257K – – –
BCV
237
Banque Cantonale Vaudoise
Switzerland
$253K +$234K +3,006 New
HW
238
Hancock Whitney
Mississippi
$249K +$230K +2,957 New
WA
239
Wealth Alliance
New York
$248K -$156 -2 -0.1%
NMIMC
240
Northwestern Mutual Investment Management Company
Wisconsin
$246K – – –
M&T Bank
241
M&T Bank
New York
$231K -$4.75K -61 -2%
VAS
242
Vestmark Advisory Solutions
Massachusetts
$231K +$214K +2,744 New
PWPS
243
Pinnacle Wealth Planning Services
Ohio
$228K +$211K +2,712 New
CFGS
244
Concourse Financial Group Securities
Alabama
$183K +$11.8K +152 +8%
HNB
245
Huntington National Bank
Ohio
$178K -$2.8K -36 -2%
TRCT
246
Tower Research Capital (TRC)
New York
$170K +$157K +2,015 +15,500%
HCA
247
Horan Capital Advisors
Ohio
$167K +$154K +1,982 New
S
248
SignatureFD
Georgia
$152K +$778 +10 +0.6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
249
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$150K +$48.7K +626 +54%
PA
250
Parallel Advisors
California
$147K +$1.4K +18 +1%
8 9
10
11 12

TRI Hedge Fund Activity: Q3 2020 in Review

319 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2020, worth a combined $8.61B — up 22% from $7.08B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of TRI and 32 opened new positions — a net loss of 1 holder — while 125 trimmed existing stakes and 97 added.

The largest buyer was TPG Group Holdings (SBS) Advisors, opening a new position worth an estimated $120M. The largest seller was Citadel Advisors, cutting an estimated $126M.

  • 319 institutional investors held Thomson Reuters (TRI) as of Q3 2020, down from 324 in Q2 2020.
  • Funds reported $8.61B of Thomson Reuters stock for Q3 2020, up 22% quarter-over-quarter.
  • 32 funds opened new Thomson Reuters positions in Q3 2020 and 33 closed out, a net change of -1 holder.
  • The largest Thomson Reuters buyer in Q3 2020 was TPG Group Holdings (SBS) Advisors, an estimated $120M added.
  • The largest Thomson Reuters seller in Q3 2020 was Citadel Advisors, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2020.