We are live on ! Find out more
TRI icon

Thomson Reuters

384 hedge funds and large institutions have $11B invested in Thomson Reuters in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 19.57%19.64% (+0.07%)

3% less capital invested

Capital invested by funds: $11.3B → $11B (-$338M)

4% less funds holding

Funds holding: 398384 (-14)

13% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $37.2M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 48

22% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 152

Holders
384
Holders Change
-14
Holders Change %
-3.52%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
119
Reduced
152
Closed
48
Calls
$32.3M
Puts
$37.2M
Net Calls
-$4.91M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
251
Capital Asset Advisory Services
Michigan
$327K -$37.4K -335 -11%
WHG
252
Westwood Holdings Group
Texas
$327K -$1.12K -10 -0.4%
CGL
253
Clarius Group LLC
Washington
$325K
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$322K -$364K -3,264 -54%
SWA
255
Stratos Wealth Advisors
Ohio
$317K
CIM
256
Contravisory Investment Management
Massachusetts
$313K +$304K +2,725 New
BEI
257
Benjamin Edwards Inc
Missouri
$311K -$47.3K -424 -14%
VT
258
Vise Technologies
New York
$297K +$289K +2,588 New
FTDI
259
First Trust Direct Indexing
Massachusetts
$293K +$52.6K +471 +23%
SCA
260
Snowden Capital Advisors
New York
$288K +$29.6K +265 +12%
AAM
261
Advisors Asset Management
Colorado
$287K -$354K -3,171 -56%
DADC
262
D.A. Davidson & Co
Montana
$286K -$19K -170 -6%
PI
263
PineBridge Investments
New York
$276K -$23K -206 -10%
PFS
264
Prospera Financial Services
Texas
$275K +$2.23K +20 +0.8%
DC
265
Davenport & Co
Virginia
$272K -$50K -448 -16%
TW
266
TrinityPoint Wealth
Connecticut
$269K +$1.45K +13 +0.6%
MC
267
Moors & Cabot
Massachusetts
$267K +$2.68K +24 +1%
M&T Bank
268
M&T Bank
New York
$267K +$3.79K +34 +1%
VPI
269
Value Partners Investments
Manitoba, Canada
$266K +$54K +484 +26%
IWC
270
Integrated Wealth Concepts
Massachusetts
$263K +$223 +2 +0.1%
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$259K +$252K +2,257 New
SI
272
Stephens Inc
Arkansas
$258K -$73.7K -660 -23%
CWM
273
Cornerstone Wealth Management
Missouri
$258K -$8.82K -79 -3%
RJT
274
Raymond James Trust
Florida
$257K +$6.25K +56 +3%
PCOC
275
Power Corp of Canada
Canada
$257K +$250K +2,240 New

TRI Hedge Fund Activity: Q1 2022 in Review

384 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2022, worth a combined $11B — down 3% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TRI and 40 opened new positions — a net loss of 8 holders — while 152 trimmed existing stakes and 119 added.

The largest buyer was Mackenzie Financial, adding an estimated $303M. The largest seller was Fidelity Investments, cutting an estimated $224M.

  • 384 institutional investors held Thomson Reuters (TRI) as of Q1 2022, down from 398 in Q4 2021.
  • Funds reported $11B of Thomson Reuters stock for Q1 2022, down 3% quarter-over-quarter.
  • 40 funds opened new Thomson Reuters positions in Q1 2022 and 48 closed out, a net change of -8 holders.
  • The largest Thomson Reuters buyer in Q1 2022 was Mackenzie Financial, an estimated $303M added.
  • The largest Thomson Reuters seller in Q1 2022 was Fidelity Investments, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2022.