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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
GWM
251
Geneos Wealth Management
Colorado
$142K – – –
HDIM
252
Hanson & Doremus Investment Management
Vermont
$141K -$9.49K -122 -7%
AF
253
Advisornet Financial
Minnesota
$128K -$934 -12 -0.8%
CB
254
Community Bank
New York
$120K – – –
SFSIG
255
San Francisco Sentry Investment Group
California
$108K – – –
GT
256
Glenmede Trust
Pennsylvania
$96K +$5.06K +65 +6%
Rockefeller Capital Management
257
Rockefeller Capital Management
New York
$88K +$77.3K +993 +1,655%
QCG
258
Quadrant Capital Group
Ohio
$83K +$622 +8 +0.8%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$80K +$3.58K +46 +5%
APA
260
American Portfolios Advisors
New York
$78.6K +$27.4K +352 +60%
SPIA
261
Steward Partners Investment Advisory
New York
$74K – – –
JWM
262
Jeppson Wealth Management
California
$59K +$54.7K +703 New
LC
263
Lindbrook Capital
California
$56K -$3.04K -39 -6%
PCG
264
Private Capital Group
Connecticut
$56K – – –
ASN
265
Advisory Services Network
Georgia
$52K +$48.1K +618 New
EWM
266
Endurance Wealth Management
Rhode Island
$51K – – –
OSNBOA
267
Old Second National Bank of Aurora
Illinois
$47K +$13.4K +172 +44%
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$44K +$22.6K +290 +123%
NIC
269
Northwest Investment Counselors
Oregon
$42K +$38.5K +495 New
Millennium Management
270
Millennium Management
New York
$40.1K +$28.8M +370,721 +347%
GAM
271
Gemmer Asset Management
California
$34K – – –
BWP
272
Baldwin Wealth Partners
Massachusetts
$32K – – –
SFS
273
Sowell Financial Services
Arkansas
$31K -$8.33K -107 -23%
ZB
274
Zions Bancorporation
Utah
$30K -$700 -9 -2%
AIM
275
AIA Investment Management
Singapore
$29K – – –
9 10
11
12 13

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.