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Thomson Reuters

313 hedge funds and large institutions have $8.01B invested in Thomson Reuters in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $13.8M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

1% more funds holding

Funds holding: 309313 (+4)

0.45% more ownership

Funds ownership: 21.65%22.1% (+0.45%)

3% less capital invested

Capital invested by funds: $8.29B → $8.01B (-$277M)

9% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 107

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
313
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
49
Increased
97
Reduced
107
Closed
42
Calls
$21.5M
Puts
$13.8M
Net Calls
+$7.69M
Net Calls Change
+$9.27M
Name Holding Trade Value Shares
Change
Change in
Stake
LFA
276
Legacy Financial Advisors
Kentucky
$11K +$11.9K +228 New
VCM
277
Versant Capital Management
Arizona
$10K
AWM
278
Avondale Wealth Management
Texas
$10K +$10.3K +197 New
KPCM
279
Kings Point Capital Management
New York
$10K +$10.7K +204 New
WCM
280
Whitener Capital Management
North Carolina
$10K +$11.3K +217 New
FMTCOCP
281
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9.81K
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$9K +$8.99K +172 New
LIA
283
LS Investment Advisors
Michigan
$8K
SWM
284
SeaCrest Wealth Management
New York
$8K +$8.31K +159 New
EFSCE
285
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
SWP
286
Stratos Wealth Partners
Ohio
$7K +$7.32K +140 New
ED
287
Exane Derivatives
France
$6.03K
AF
288
Allworth Financial
California
$6K
WAM
289
Wealthspire Advisors (Maryland)
Maryland
$5K +$1.62K +31 +43%
AF
290
Arrow Financial
New York
$4K
DAM
291
Delta Asset Management
Tennessee
$4K
EWM
292
Evercore Wealth Management
New York
$4K
WTC
293
WhitTier Trust Company
Nevada
$4K
WA
294
Winfield Associates
Ohio
$4K
CHC
295
City Holding Co
West Virginia
$4K +$3.92K +75 New
AWA
296
Acorn Wealth Advisors
Michigan
$4K +$4.08K +78 New
PGWM
297
Parisi Gray Wealth Management
New Jersey
$4K +$4.5K +86 New
BBHC
298
Brown Brothers Harriman & Co
New York
$4K +$4.55K +87 New
KJWM
299
Kiley Juergens Wealth Management
Washington
$4K +$4.55K +87 New
OWA
300
One Wealth Advisors
California
$4K +$4.65K +89 New

TRI Hedge Fund Activity: Q4 2017 in Review

313 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2017, worth a combined $8.01B — down 3.3% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TRI positions and 42 closed out — a net gain of 7 holders — while 97 added to existing stakes and 107 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $512M. The largest seller was Wellington Management Group, cutting an estimated $158M.

  • 313 institutional investors held Thomson Reuters (TRI) as of Q4 2017, up from 309 in Q3 2017.
  • Funds reported $8.01B of Thomson Reuters stock for Q4 2017, down 3.3% quarter-over-quarter.
  • 49 funds opened new Thomson Reuters positions in Q4 2017 and 42 closed out, a net change of +7 holders.
  • The largest Thomson Reuters buyer in Q4 2017 was Mackenzie Financial, an estimated $512M added.
  • The largest Thomson Reuters seller in Q4 2017 was Wellington Management Group, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2017.