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Thomson Reuters

313 hedge funds and large institutions have $8.01B invested in Thomson Reuters in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $13.8M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

1% more funds holding

Funds holding: 309313 (+4)

0.45% more ownership

Funds ownership: 21.65%22.1% (+0.45%)

3% less capital invested

Capital invested by funds: $8.29B → $8.01B (-$277M)

9% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 107

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
313
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
49
Increased
97
Reduced
107
Closed
42
Calls
$21.5M
Puts
$13.8M
Net Calls
+$7.69M
Net Calls Change
+$9.27M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
251
Proficio Capital Partners
Massachusetts
$30K -$41.9K -802 -58%
BWP
252
Baldwin Wealth Partners
Massachusetts
$30K
QCG
253
Quadrant Capital Group
Ohio
$30K
LWA
254
Lenox Wealth Advisors
New York
$28K +$28.6K +547 New
TFS
255
TrustCore Financial Services
Tennessee
$28K +$29.4K +563 New
DCM
256
Delpha Capital Management
New York
$26K +$27K +516 New
BlackRock
257
BlackRock
New York
$25K -$64K -1,223 -71%
PCM
258
Penserra Capital Management
California
$25K +$13K +249 +99%
LWCFA
259
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
PMFA
260
Plante Moran Financial Advisors
Michigan
$23K -$23.8K -455 -50%
SEI Investments
261
SEI Investments
Pennsylvania
$23K +$2.82K +54 +14%
OFS
262
Orrstown Financial Services
Pennsylvania
$22K
BFEC
263
Benjamin F. Edwards & Company
Missouri
$21K
MIP
264
Mondrian Investment Partners
United Kingdom
$21K +$52 +1 +0.3%
OSNBOA
265
Old Second National Bank of Aurora
Illinois
$20K
AIS
266
Accurate Investment Solutions
Pennsylvania
$17K
DSC
267
Duncker Streett & Co
Missouri
$17K
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$17K +$15.8K +302 +888%
BTIS
269
BB&T Investment Services
North Carolina
$17K +$17.4K +333 New
PFA
270
Pathway Financial Advisors
Vermont
$17K +$17.6K +336 New
RFS
271
Rockefeller Financial Services
New York
$13K
CG
272
Cutler Group
California
$13K +$2.14K +41 +19%
STA
273
Summit Trail Advisors
New York
$13K +$13.2K +252 New
LWM
274
Lenox Wealth Management
Ohio
$11K -$8.99K -172 -44%
RBC
275
Roble Belko & Company
Pennsylvania
$11K

TRI Hedge Fund Activity: Q4 2017 in Review

313 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2017, worth a combined $8.01B — down 3.3% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TRI positions and 42 closed out — a net gain of 7 holders — while 97 added to existing stakes and 107 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $512M. The largest seller was Wellington Management Group, cutting an estimated $158M.

  • 313 institutional investors held Thomson Reuters (TRI) as of Q4 2017, up from 309 in Q3 2017.
  • Funds reported $8.01B of Thomson Reuters stock for Q4 2017, down 3.3% quarter-over-quarter.
  • 49 funds opened new Thomson Reuters positions in Q4 2017 and 42 closed out, a net change of +7 holders.
  • The largest Thomson Reuters buyer in Q4 2017 was Mackenzie Financial, an estimated $512M added.
  • The largest Thomson Reuters seller in Q4 2017 was Wellington Management Group, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2017.