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Thomson Reuters
TRI

288 hedge funds and large institutions have $10.1B invested in Thomson Reuters in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 106 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

497% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $2.9M

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

13% more capital invested

Capital invested by funds: $8.97B → $10.1B (+$1.16B)

7% more funds holding

Funds holding: 270 → 288 (+18)

0.06% more ownership

Funds ownership: 26.35% → 26.41% (+0.06%)

2% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 108

Holders
288
Holders Change
+18
Holders Change %
+6.67%
% of All Funds
7.68%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
37
Increased
106
Reduced
108
Closed
16
Calls
$17.3M
Puts
$2.9M
Net Calls
+$14.4M
Net Calls Change
+$4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$77.5M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$52.6M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$40.5M
4
CGI
CI Global Investments
California
+$31M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$30.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$104M
2
Invesco
Invesco
Georgia
-$50.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$31.6M
4
Millennium Management
Millennium Management
New York
-$23.8M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$20.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bessemer Group
251
Bessemer Group
New Jersey
$82K – – –
LTFS
252
Ladenburg Thalmann Financial Services
Florida
$74K +$20.3K +459 +41%
SEC
253
Seven Eight Capital
New York
$63K +$59.6K +1,346 New
NFG
254
Next Financial Group
Texas
$59K +$12K +272 +28%
HNB
255
Huntington National Bank
Ohio
$53K +$49.8K +1,125 New
OA
256
OFI Advisors
Pennsylvania
$48K -$2.79K -63 -6%
AC
257
Alexandria Capital
Virginia
$47K -$12.4K -281 -22%
GT
258
Glenmede Trust
Pennsylvania
$41K – – –
PMFA
259
Plante Moran Financial Advisors
Michigan
$36K – – –
Envestnet Asset Management
260
Envestnet Asset Management
Illinois
$36K +$26.2K +592 +322%
MFS
261
MSI Financial Services
Massachusetts
$35K +$11.3K +255 +52%
LWCFA
262
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K – – –
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$27K -$886 -20 -3%
RGI
264
River Global Investors
United Kingdom
$26K +$24.8K +560 New
CCS
265
Crosspoint Capital Strategies
California
$24K – – –
ZTNA
266
Zions Trust National Association
Utah
$21K +$19.8K +448 New
LOCC
267
Lombard Odier & Cie (Canada)
Quebec, Canada
$19K -$26.7K -603 -60%
DADC
268
D.A. Davidson & Co
Montana
$14K -$477K -10,773 -97%
Group One Trading
269
Group One Trading
Illinois
$14K – – –
FNBSF
270
First National Bank Sioux Falls
South Dakota
$12K – – –
SEI Investments
271
SEI Investments
Pennsylvania
$12K +$11.9K +268 New
KTC
272
Kistler-Tiffany Companies
Pennsylvania
$11K -$16.1K -363 -60%
SF
273
Synovus Financial
Georgia
$8K – – –
EWM
274
Evercore Wealth Management
New York
$8K +$7.26K +164 New
EFSCE
275
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
9 10
11
12 13

TRI Hedge Fund Activity: Q4 2014 in Review

288 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2014, worth a combined $10.1B — up 13% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TRI positions and 16 closed out — a net gain of 21 holders — while 106 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $77.5M. The largest seller was Bank of America, cutting an estimated $104M.

  • 288 institutional investors held Thomson Reuters (TRI) as of Q4 2014, up from 270 in Q3 2014.
  • Funds reported $10.1B of Thomson Reuters stock for Q4 2014, up 13% quarter-over-quarter.
  • 37 funds opened new Thomson Reuters positions in Q4 2014 and 16 closed out, a net change of +21 holders.
  • The largest Thomson Reuters buyer in Q4 2014 was Fidelity Investments, an estimated $77.5M added.
  • The largest Thomson Reuters seller in Q4 2014 was Bank of America, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2014.