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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
KTC
251
Kistler-Tiffany Companies
Pennsylvania
$46K -$19.3K -453 -30%
OA
252
OFI Advisors
Pennsylvania
$46K -$4.05K -95 -8%
LTFS
253
Ladenburg Thalmann Financial Services
Florida
$37K +$8.06K +189 +29%
PCM
254
Prelude Capital Management
New York
$34K +$33.1K +776 New
LWCFA
255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$27K – – –
QBFM
256
QS Batterymarch Financial Management
New York
$27K – – –
Manulife (Manufacturers Life Insurance)
257
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.3K -$1.22M -28,582 -5%
Creative Planning
258
Creative Planning
Kansas
$21K +$2.82K +66 +16%
CCS
259
Crosspoint Capital Strategies
California
$20K +$22.1K +517 New
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$19K +$6.61K +155 +55%
Envestnet Asset Management
261
Envestnet Asset Management
Illinois
$16K -$94.3K -2,209 -86%
WA
262
WFG Advisors
Texas
$15K -$853 -20 -6%
GT
263
Glenmede Trust
Pennsylvania
$12K -$53.5K -1,254 -82%
MFS
264
MSI Financial Services
Massachusetts
$12K -$2.99K -70 -20%
FNBT
265
FineMark National Bank & Trust
Florida
$11K – – –
FNBSF
266
First National Bank Sioux Falls
South Dakota
$11K – – –
LIA
267
LS Investment Advisors
Michigan
$7K – – –
EFSCE
268
Enterprise Financial Services Corp (EFSC)
Missouri
$6K – – –
Nomura Holdings
269
Nomura Holdings
Japan
$6K +$5.5K +129 New
AF
270
Arrow Financial
New York
$4K – – –
FHA
271
First Horizon Advisors
Tennessee
$4K +$4.27K +100 New
DAM
272
Delta Asset Management
Tennessee
$3K – – –
BPBT
273
Boston Private Bank & Trust
Massachusetts
$2K – – –
SGAM
274
Smith Group Asset Management
Texas
$1K +$1.28K +30 New
RIM
275
RS Investment Management
California
– -$39.6M -974,735 Closed
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.