Thomson Reuters
400 hedge funds and large institutions have $11B invested in Thomson Reuters in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 121 increasing their positions, 160 reducing their positions, and 41 closing their positions.
55% more call options, than puts
Call options by funds: $61.4M | Put options by funds: $39.6M
29% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 41
2% more funds holding
Funds holding: 391 → 400 (+9)
1.76% more ownership
Funds ownership: 17.57% → 19.33% (+1.8%)
0% more capital invested
Capital invested by funds: $11B → $11B (+$27.5M)
24% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 160
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$214M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$180M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$153M |
| 4 |
Legal & General Group
London,
United Kingdom
|
+$146M |
| 5 |
WCM Investment Management
Laguna Beach,
California
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$60.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$51M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$24.8M |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
-$24M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$20.6M |
TRI Hedge Fund Activity: Q3 2023 in Review
400 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2023, worth a combined $11B — up 0.25% from $11B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new TRI positions and 41 closed out — a net gain of 12 holders — while 121 added to existing stakes and 160 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $214M. The largest seller was Jarislowsky, Fraser Ltd, cutting an estimated $60.9M.
- 400 institutional investors held Thomson Reuters (TRI) as of Q3 2023, up from 391 in Q2 2023.
- Funds reported $11B of Thomson Reuters stock for Q3 2023, up 0.25% quarter-over-quarter.
- 53 funds opened new Thomson Reuters positions in Q3 2023 and 41 closed out, a net change of +12 holders.
- The largest Thomson Reuters buyer in Q3 2023 was Bank of Montreal, an estimated $214M added.
- The largest Thomson Reuters seller in Q3 2023 was Jarislowsky, Fraser Ltd, an estimated $60.9M sold.
Based on aggregated 13F filings for Q3 2023.