Thomson Reuters
TRI
262 hedge funds and large institutions have $9.14B invested in Thomson Reuters in 2013 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 97 increasing their positions, 100 reducing their positions, and 20 closing their positions.
111% more call options, than puts
Call options by funds: $39.1M | Put options by funds: $18.5M
45% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 20
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
6% more capital invested
Capital invested by funds: $8.66B → $9.14B (+$479M)
3% more funds holding
Funds holding: 255 → 262 (+7)
0.44% less ownership
Funds ownership: 27.6% → 27.17% (-0.44%)
3% less repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 100
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
+$82.4M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$27.4M |
| 3 |
CCM
Criterion Capital Management
San Francisco,
California
|
+$23.7M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$20.8M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$74.2M |
| 2 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$41.5M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$29.7M |
| 4 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$26.5M |
| 5 |
SI
Sentry Investments
Toronto,
Ontario, Canada
|
-$26.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
276
Verition Fund Management
Greenwich,
Connecticut
| – | -$283K | -7,492 | Closed |
|
|
CCIA
277
Campbell & Co Investment Adviser
Baltimore,
Maryland
| – | -$208K | -5,515 | Closed |
|
|
PM
278
Parametrica Management
Wanchai,
Hong Kong
| – | -$204K | -5,395 | Closed |
|
279
Twin Tree Management
Dallas,
Texas
| – | -$118K | -3,109 | Closed |
|
|
JIC
280
Joel Isaacson & Co
New York
| – | -$37K | -982 | Closed |
|
281
Walleye Trading
New York
| – | -$15.2K | -383 | Closed |
|
282
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$7K | -190 | Closed |
|
TRI Hedge Fund Activity: Q3 2013 in Review
262 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2013, worth a combined $9.14B — up 5.5% from $8.66B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new TRI positions and 20 closed out — a net gain of 9 holders — while 97 added to existing stakes and 100 trimmed.
The largest buyer was Mawer Investment Management, opening a new position worth an estimated $82.4M. The largest seller was Fidelity Investments, cutting an estimated $74.2M.
- 262 institutional investors held Thomson Reuters (TRI) as of Q3 2013, up from 255 in Q2 2013.
- Funds reported $9.14B of Thomson Reuters stock for Q3 2013, up 5.5% quarter-over-quarter.
- 29 funds opened new Thomson Reuters positions in Q3 2013 and 20 closed out, a net change of +9 holders.
- The largest Thomson Reuters buyer in Q3 2013 was Mawer Investment Management, an estimated $82.4M added.
- The largest Thomson Reuters seller in Q3 2013 was Fidelity Investments, an estimated $74.2M sold.
Based on aggregated 13F filings for Q3 2013.