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Thomson Reuters
TRI

273 hedge funds and large institutions have $9.53B invested in Thomson Reuters in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

4% more funds holding

Funds holding: 262 → 273 (+11)

4% more capital invested

Capital invested by funds: $9.14B → $9.53B (+$386M)

0.82% less ownership

Funds ownership: 27.17% → 26.35% (-0.82%)

2% less call options, than puts

Call options by funds: $22M | Put options by funds: $22.5M

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

15% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 112

Holders
273
Holders Change
+11
Holders Change %
+4.2%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
34
Increased
95
Reduced
112
Closed
21
Calls
$22M
Puts
$22.5M
Net Calls
-$438K
Net Calls Change
-$21M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$126M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$67M
3
Renaissance Technologies
Renaissance Technologies
New York
+$39.5M
4
Goldman Sachs
Goldman Sachs
New York
+$30.2M
5
Morgan Stanley
Morgan Stanley
New York
+$19.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$77.7M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
-$60.4M
4
RIM
RS Investment Management
California
-$39.6M
5
Invesco
Invesco
Georgia
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
276
Criterion Capital Management
California
– -$24.2M -594,830 Closed
SI
277
Sentry Investments
Ontario, Canada
– -$20.4M -501,572 Closed
WI
278
WBI Investments
New Jersey
– -$10.8M -264,713 Closed
Ohio Public Employees Retirement System (OPERS)
279
Ohio Public Employees Retirement System (OPERS)
Ohio
– -$10.7M -262,592 Closed
Macquarie Group
280
Macquarie Group
Australia
– -$5.31M -130,921 Closed
OSAM
281
O'Shaughnessy Asset Management
Connecticut
– -$4.64M -114,503 Closed
SCM
282
Sigma Capital Management
Connecticut
– -$4.38M -107,712 Closed
American Century Companies
283
American Century Companies
Missouri
– -$4.26M -104,884 Closed
USAA
284
United Services Automobile Association
Texas
– -$2.38M -58,682 Closed
GF
285
Gabelli Funds
New York
– -$1.25M -30,849 Closed
FCBT
286
First Citizens Bank & Trust
North Carolina
– -$1.23M -30,305 Closed
Thrivent Financial for Lutherans
287
Thrivent Financial for Lutherans
Minnesota
– -$1.21M -29,818 Closed
SCM
288
Stonebridge Capital Management
California
– -$625K -15,394 Closed
CP
289
Cumberland Partners
Ontario, Canada
– -$327K -8,069 Closed
B
290
Barings
North Carolina
– -$326K -8,014 Closed
WMSA
291
Weiss Multi-Strategy Advisers
New York
– -$217K -5,334 Closed
BCM
292
Breithorn Capital Management
New York
– -$79K -1,939 Closed
CA
293
CapWealth Advisors
Tennessee
– -$34K -827 Closed
FAM
294
Fred Alger Management
New York
– -$6K -155 Closed
8 9 10 11
12

TRI Hedge Fund Activity: Q4 2013 in Review

273 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2013, worth a combined $9.53B — up 4.2% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TRI positions and 21 closed out — a net gain of 13 holders — while 95 added to existing stakes and 112 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $112M.

  • 273 institutional investors held Thomson Reuters (TRI) as of Q4 2013, up from 262 in Q3 2013.
  • Funds reported $9.53B of Thomson Reuters stock for Q4 2013, up 4.2% quarter-over-quarter.
  • 34 funds opened new Thomson Reuters positions in Q4 2013 and 21 closed out, a net change of +13 holders.
  • The largest Thomson Reuters buyer in Q4 2013 was Credit Suisse, an estimated $126M added.
  • The largest Thomson Reuters seller in Q4 2013 was Fidelity Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2013.