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Thomson Reuters
TRI

288 hedge funds and large institutions have $10.1B invested in Thomson Reuters in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 106 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

497% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $2.9M

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

13% more capital invested

Capital invested by funds: $8.97B → $10.1B (+$1.16B)

7% more funds holding

Funds holding: 270 → 288 (+18)

0.06% more ownership

Funds ownership: 26.35% → 26.41% (+0.06%)

2% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 108

Holders
288
Holders Change
+18
Holders Change %
+6.67%
% of All Funds
7.68%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
37
Increased
106
Reduced
108
Closed
16
Calls
$17.3M
Puts
$2.9M
Net Calls
+$14.4M
Net Calls Change
+$4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$77.5M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$52.6M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$40.5M
4
CGI
CI Global Investments
California
+$31M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$30.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$104M
2
Invesco
Invesco
Georgia
-$50.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$31.6M
4
Millennium Management
Millennium Management
New York
-$23.8M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$20.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
276
LS Investment Advisors
Michigan
$7K – – –
FANJ
277
Financial Architects (New Jersey)
New Jersey
$7K +$6.51K +147 New
CTC
278
Central Trust Company
Missouri
$6K -$26.7K -603 -81%
TCM
279
Tradewinds Capital Management
Washington
$6K – – –
ED
280
Exane Derivatives
France
$5.58K +$5.27K +119 New
AF
281
Arrow Financial
New York
$4K – – –
CCMW
282
Cypress Capital Management (Wyoming)
Wyoming
$3.15K +$2.97K +67 New
BPBT
283
Boston Private Bank & Trust
Massachusetts
$3K – – –
DAM
284
Delta Asset Management
Tennessee
$3K – – –
NES
285
New England Securities
New York
$2K +$1.46K +33 New
QT
286
Quantbot Technologies
New York
$2K +$2.75K +62 New
Manulife (Manufacturers Life Insurance)
287
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$905 -$20.5M -462,958 -96%
BRWA
288
B. Riley Wealth Advisors
Florida
$25 +$24.1K +544 New
Two Sigma Investments
289
Two Sigma Investments
New York
– -$12.1M -286,285 Closed
Thrivent Financial for Lutherans
290
Thrivent Financial for Lutherans
Minnesota
– -$1.51M -35,721 Closed
LOAMS
291
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$1.45M -34,003 Closed
CSS
292
Cubist Systematic Strategies
Connecticut
– -$863K -20,433 Closed
BF
293
BOK Financial
Oklahoma
– -$682K -16,153 Closed
VIMU
294
Veritas Investment Management (UK)
United Kingdom
– -$6.87M -10,918 Closed
PRCM
295
Pine River Capital Management
Minnesota
– -$424K -10,042 Closed
JIM
296
Jupiter Investment Management
United Kingdom
– -$357K -8,445 Closed
Two Sigma Advisers
297
Two Sigma Advisers
New York
– -$284K -6,721 Closed
BMCMI
298
Bryn Mawr Capital Management Inc
Pennsylvania
– -$220K -5,216 Closed
SG Americas Securities
299
SG Americas Securities
New York
– -$207K -4,889 Closed
MIC
300
MU Investments Company
Japan
– -$115K -2,723 Closed
9 10 11
12
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TRI Hedge Fund Activity: Q4 2014 in Review

288 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2014, worth a combined $10.1B — up 13% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TRI positions and 16 closed out — a net gain of 21 holders — while 106 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $77.5M. The largest seller was Bank of America, cutting an estimated $104M.

  • 288 institutional investors held Thomson Reuters (TRI) as of Q4 2014, up from 270 in Q3 2014.
  • Funds reported $10.1B of Thomson Reuters stock for Q4 2014, up 13% quarter-over-quarter.
  • 37 funds opened new Thomson Reuters positions in Q4 2014 and 16 closed out, a net change of +21 holders.
  • The largest Thomson Reuters buyer in Q4 2014 was Fidelity Investments, an estimated $77.5M added.
  • The largest Thomson Reuters seller in Q4 2014 was Bank of America, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2014.