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Thomson Reuters

309 hedge funds and large institutions have $8.29B invested in Thomson Reuters in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 46

1% less funds holding

Funds holding: 311309 (-2)

1.29% less ownership

Funds ownership: 22.94%21.65% (-1.3%)

8% less capital invested

Capital invested by funds: $8.97B → $8.29B (-$679M)

13% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $12.1M

17% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 113

Holders
309
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
7.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
48
Increased
94
Reduced
113
Closed
46
Calls
$10.5M
Puts
$12.1M
Net Calls
-$1.58M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
276
Lenox Wealth Management
Ohio
$20K +$20.9K +392 New
AIS
277
Accurate Investment Solutions
Pennsylvania
$18K
CFA
278
Carroll Financial Associates
North Carolina
$18K
DSC
279
Duncker Streett & Co
Missouri
$18K
ASN
280
Advisory Services Network
Georgia
$15K +$6.3K +118 +72%
RFS
281
Rockefeller Financial Services
New York
$14K +$14.1K +265 New
PCM
282
Penserra Capital Management
California
$13K +$13.4K +251 New
CG
283
Cutler Group
California
$11K -$857K -16,064 -99%
VCM
284
Versant Capital Management
Arizona
$11K -$1.66K -31 -13%
RBC
285
Roble Belko & Company
Pennsylvania
$11K
FMTCOCP
286
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10.3K
SSB
287
Sandy Spring Bank
Maryland
$10K
EFSCE
288
Enterprise Financial Services Corp (EFSC)
Missouri
$8K
LIA
289
LS Investment Advisors
Michigan
$8K
CPIG
290
Chicago Partners Investment Group
Illinois
$8K +$8.06K +151 New
TCM
291
Tradewinds Capital Management
Washington
$7K
ED
292
Exane Derivatives
France
$6.35K
AF
293
Allworth Financial
California
$6K
Carson Wealth (CWM LLC)
294
Carson Wealth (CWM LLC)
Nebraska
$6K +$5.82K +109 New
AF
295
Arrow Financial
New York
$5K
GRP
296
Global Retirement Partners
California
$5K
DAM
297
Delta Asset Management
Tennessee
$4K -$4.8K -90 -56%
CCMW
298
Cypress Capital Management (Wyoming)
Wyoming
$4K
EWM
299
Evercore Wealth Management
New York
$4K
WAM
300
Wealthspire Advisors (Maryland)
Maryland
$4K

TRI Hedge Fund Activity: Q3 2017 in Review

309 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2017, worth a combined $8.29B — down 7.6% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TRI positions and 46 closed out — a net gain of 2 holders — while 94 added to existing stakes and 113 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $114M. The largest seller was Parnassus Investments, cutting an estimated $322M.

  • 309 institutional investors held Thomson Reuters (TRI) as of Q3 2017, down from 311 in Q2 2017.
  • Funds reported $8.29B of Thomson Reuters stock for Q3 2017, down 7.6% quarter-over-quarter.
  • 48 funds opened new Thomson Reuters positions in Q3 2017 and 46 closed out, a net change of +2 holders.
  • The largest Thomson Reuters buyer in Q3 2017 was Fidelity Investments, an estimated $114M added.
  • The largest Thomson Reuters seller in Q3 2017 was Parnassus Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2017.