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Thomson Reuters

380 hedge funds and large institutions have $9.77B invested in Thomson Reuters in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% less ownership

Funds ownership: 20.27%20.11% (-0.16%)

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

2% less funds holding

Funds holding: 388380 (-8)

5% less capital invested

Capital invested by funds: $10.3B → $9.77B (-$558M)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $41.2M | Put options by funds: $61.3M

Holders
380
Holders Change
-8
Holders Change %
-2.06%
% of All Funds
6.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
43
Increased
116
Reduced
138
Closed
45
Calls
$41.2M
Puts
$61.3M
Net Calls
-$20.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
251
Wexford Capital
Florida
$292K
DP
252
Dearborn Partners
Illinois
$292K +$313K +2,696 New
BRWA
253
B. Riley Wealth Advisors
Florida
$292K +$313K +2,697 New
Rockefeller Capital Management
254
Rockefeller Capital Management
New York
$291K -$32.3K -279 -9%
IWA
255
Icon Wealth Advisors
Texas
$291K +$312K +2,693 New
BP
256
Ballentine Partners
Massachusetts
$288K +$6.26K +54 +2%
APA
257
American Portfolios Advisors
New York
$287K -$10.5K -91 -3%
VPI
258
Value Partners Investments
Manitoba, Canada
$283K +$3.71K +32 +1%
BEI
259
Benjamin Edwards Inc
Missouri
$278K -$6.26K -54 -2%
Lido Advisors
260
Lido Advisors
California
$277K -$22.5K -194 -7%
MC
261
Moors & Cabot
Massachusetts
$274K +$24.1K +208 +9%
PA
262
Parallel Advisors
California
$272K +$22.5K +194 +8%
LOAMU
263
Lombard Odier Asset Management (USA)
New York
$271K -$380K -3,279 -57%
DC
264
Davenport & Co
Virginia
$270K -$1.45M -12,483 -83%
DADC
265
D.A. Davidson & Co
Montana
$270K -$696 -6 -0.2%
SCA
266
Snowden Capital Advisors
New York
$267K -$232 -2 -0.1%
PAS
267
Park Avenue Securities
New York
$259K -$43.7K -377 -14%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$259K -$5.8K -50 -2%
GCP
269
GSA Capital Partners
United Kingdom
$259K +$278K +2,394 New
GCM
270
Graham Capital Management
Connecticut
$259K +$278K +2,401 New
Susquehanna International Group
271
Susquehanna International Group
Pennsylvania
$256K +$274K +2,365 New
WA
272
Wealth Alliance
New York
$254K -$78.1K -674 -22%
IWC
273
Integrated Wealth Concepts
Massachusetts
$251K +$116 +1 +0%
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$249K +$20.3K +175 +8%
CFGS
275
Concourse Financial Group Securities
Alabama
$249K +$241K +2,082 +946%

TRI Hedge Fund Activity: Q3 2022 in Review

380 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2022, worth a combined $9.77B — down 5.4% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of TRI and 43 opened new positions — a net loss of 2 holders — while 138 trimmed existing stakes and 116 added.

The largest buyer was Bank of Montreal, adding an estimated $272M. The largest seller was Mackenzie Financial, cutting an estimated $171M.

  • 380 institutional investors held Thomson Reuters (TRI) as of Q3 2022, down from 388 in Q2 2022.
  • Funds reported $9.77B of Thomson Reuters stock for Q3 2022, down 5.4% quarter-over-quarter.
  • 43 funds opened new Thomson Reuters positions in Q3 2022 and 45 closed out, a net change of -2 holders.
  • The largest Thomson Reuters buyer in Q3 2022 was Bank of Montreal, an estimated $272M added.
  • The largest Thomson Reuters seller in Q3 2022 was Mackenzie Financial, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2022.