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Thomson Reuters

321 hedge funds and large institutions have $8.62B invested in Thomson Reuters in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $9.06M | Put options by funds: $3.16M

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

2% more funds holding

Funds holding: 315321 (+6)

0.41% less ownership

Funds ownership: 24.01%23.61% (-0.41%)

4% less capital invested

Capital invested by funds: $9.01B → $8.62B (-$386M)

8% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 122

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
7.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
43
Increased
112
Reduced
122
Closed
30
Calls
$9.06M
Puts
$3.16M
Net Calls
+$5.91M
Net Calls Change
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$65K +$3.12K +61 +5%
PCP
277
Proficio Capital Partners
Massachusetts
$64K +$43.5K +852 +205%
SEI Investments
278
SEI Investments
Pennsylvania
$47K +$357 +7 +0.8%
BFEC
279
Benjamin F. Edwards & Company
Missouri
$41K +$2.86K +56 +7%
AG
280
Advisor Group
Arizona
$40K -$11.1K -218 -21%
NFG
281
Next Financial Group
Texas
$34K -$1.63K -32 -5%
ACS
282
Archford Capital Strategies
Illinois
$32K -$271K -5,306 -89%
PHK
283
Point72 Hong Kong
Hong Kong
$32K +$32.2K +631 New
EWM
284
Endurance Wealth Management
Rhode Island
$30K
BWP
285
Baldwin Wealth Partners
Massachusetts
$29K
LWCFA
286
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K
SF
287
Synovus Financial
Georgia
$24K
PMFA
288
Plante Moran Financial Advisors
Michigan
$23K -$18.1K -354 -44%
CFA
289
Carroll Financial Associates
North Carolina
$22K
QCG
290
Quadrant Capital Group
Ohio
$22K
OFS
291
Orrstown Financial Services
Pennsylvania
$22K +$22.4K +439 New
AIM
292
Acrospire Investment Management
Illinois
$17K -$92.4K -1,809 -84%
AIS
293
Accurate Investment Solutions
Pennsylvania
$17K -$26.5K -518 -60%
DSC
294
Duncker Streett & Co
Missouri
$17K
AAF
295
Andra AP-fonden
Sweden
$15.1K +$1.22M +23,955 +12%
VCM
296
Versant Capital Management
Arizona
$12K
FMTCOCP
297
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$11.9K -$17.6K -345 -59%
RBC
298
Roble Belko & Company
Pennsylvania
$11K
ZB
299
Zions Bancorporation
Utah
$10K -$4.39K -86 -32%
SSB
300
Sandy Spring Bank
Maryland
$9K +$9.14K +179 New

TRI Hedge Fund Activity: Q1 2017 in Review

321 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2017, worth a combined $8.62B — down 4.3% from $9.01B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new TRI positions and 30 closed out — a net gain of 13 holders — while 112 added to existing stakes and 122 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $238M. The largest seller was Bank of America, cutting an estimated $386M.

  • 321 institutional investors held Thomson Reuters (TRI) as of Q1 2017, up from 315 in Q4 2016.
  • Funds reported $8.62B of Thomson Reuters stock for Q1 2017, down 4.3% quarter-over-quarter.
  • 43 funds opened new Thomson Reuters positions in Q1 2017 and 30 closed out, a net change of +13 holders.
  • The largest Thomson Reuters buyer in Q1 2017 was Arrowstreet Capital, an estimated $238M added.
  • The largest Thomson Reuters seller in Q1 2017 was Bank of America, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2017.