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Thomson Reuters

321 hedge funds and large institutions have $6.96B invested in Thomson Reuters in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 111 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 111

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

0.19% more ownership

Funds ownership: 19.23%19.42% (+0.19%)

5% less capital invested

Capital invested by funds: $7.32B → $6.96B (-$360M)

2% less funds holding

Funds holding: 326321 (-5)

41% less call options, than puts

Call options by funds: $27.4M | Put options by funds: $46.8M

Holders
321
Holders Change
-5
Holders Change %
-1.53%
% of All Funds
7.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
40
Increased
117
Reduced
111
Closed
39
Calls
$27.4M
Puts
$46.8M
Net Calls
-$19.4M
Net Calls Change
+$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
276
Balentine LLC
Georgia
$18K +$8.96K +115 +86%
BFEC
277
Benjamin F. Edwards & Company
Missouri
$17K -$13K -167 -41%
RBC
278
Roble Belko & Company
Pennsylvania
$15K
Fifth Third Bancorp
279
Fifth Third Bancorp
Ohio
$15K +$1.25K +16 +9%
TWA
280
TCI Wealth Advisors
Arizona
$15K +$16.7K +214 New
NIT
281
NumerixS Investment Technologies
British Columbia, Canada
$14K -$104K -1,329 -87%
PA
282
Procyon Advisors
Connecticut
$14K -$9.12K -117 -38%
AWM
283
Avondale Wealth Management
Texas
$14K
PP
284
Pacifica Partners
Canada
$14K
WCG
285
Weaver Consulting Group
California
$13K
FWM
286
FSA Wealth Management
Massachusetts
$12K -$11.1K -142 -46%
TJHA
287
Thomas J. Herzfeld Advisors
Florida
$11K +$11.5K +147 New
TCM
288
Tradewinds Capital Management
Washington
$10K
HWA
289
HHM Wealth Advisors
Tennessee
$10K +$10.4K +134 New
FRA
290
Front Row Advisors
California
$8K -$779 -10 -8%
AF
291
Allworth Financial
California
$8K
VCM
292
Versant Capital Management
Arizona
$7K -$1.32K -17 -13%
AF
293
Arrow Financial
New York
$6K
BWM
294
BerganKDV Wealth Management
Minnesota
$6K
SL
295
Savior LLC
Massachusetts
$6K
VFA
296
Valeo Financial Advisors
Indiana
$6K
TAIM
297
TD Ameritrade Investment Management
Nebraska
$6K +$2.1K +27 +48%
CHC
298
City Holding Co
West Virginia
$5K
FHA
299
First Horizon Advisors
Tennessee
$5K +$5.61K +72 New
TPWA
300
TRUE Private Wealth Advisors
Oregon
$4K -$7.95K -102 -63%

TRI Hedge Fund Activity: Q1 2020 in Review

321 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2020, worth a combined $6.96B — down 4.9% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TRI positions and 39 closed out — a net gain of 1 holder — while 117 added to existing stakes and 111 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $196M. The largest seller was Royal Bank of Canada, cutting an estimated $144M.

  • 321 institutional investors held Thomson Reuters (TRI) as of Q1 2020, down from 326 in Q4 2019.
  • Funds reported $6.96B of Thomson Reuters stock for Q1 2020, down 4.9% quarter-over-quarter.
  • 40 funds opened new Thomson Reuters positions in Q1 2020 and 39 closed out, a net change of +1 holder.
  • The largest Thomson Reuters buyer in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $196M added.
  • The largest Thomson Reuters seller in Q1 2020 was Royal Bank of Canada, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2020.