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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
QI
251
QS Investors
New York
$78K -$1.1M -14,095 -93%
CC
252
Cognios Capital
Kansas
$70K +$76.9K +987 New
IA
253
IFP Advisors
Florida
$69K +$56.5K +725 +207%
NFG
254
Next Financial Group
Texas
$54K +$20.3K +261 +52%
PCG
255
Private Capital Group
Connecticut
$48K -$2.73K -35 -5%
EWM
256
Endurance Wealth Management
Rhode Island
$43K
MIP
257
Mondrian Investment Partners
United Kingdom
$33K
LC
258
Lindbrook Capital
California
$33K +$6.7K +86 +23%
KPW
259
Kore Private Wealth
New York
$31K +$9.51K +122 +38%
LWA
260
Lenox Wealth Advisors
New York
$30K
GAM
261
Gemmer Asset Management
California
$29K +$2.03K +26 +7%
OSNBOA
262
Old Second National Bank of Aurora
Illinois
$28K
BWP
263
Baldwin Wealth Partners
Massachusetts
$27K -$15.9K -204 -35%
ZB
264
Zions Bancorporation
Utah
$26K -$17.9K -230 -39%
AIM
265
AIA Investment Management
Singapore
$25K
JCM
266
Jacobi Capital Management
Pennsylvania
$25K
SMFS
267
Squar Milner Financial Services
California
$25K +$12.2K +156 +75%
SFS
268
Sowell Financial Services
Arkansas
$24K +$4.13K +53 +18%
OPS
269
Orion Portfolio Solutions
Nebraska
$23K -$935 -12 -4%
EFSCE
270
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$857 -11 -3%
GT
271
Glenmede Trust
Pennsylvania
$22K
LWM
272
Lenox Wealth Management
Ohio
$21K +$6.08K +78 +36%
TSW
273
Thompson Siegel & Walmsley
Virginia
$20K
CFB
274
Cullen/Frost Bankers
Texas
$18K -$7.25K -93 -26%
CTC
275
Central Trust Company
Missouri
$18K

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.