We are live on ! Find out more
TRI icon

Thomson Reuters

384 hedge funds and large institutions have $11B invested in Thomson Reuters in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 19.57%19.64% (+0.07%)

3% less capital invested

Capital invested by funds: $11.3B → $11B (-$338M)

4% less funds holding

Funds holding: 398384 (-14)

13% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $37.2M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 48

22% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 152

Holders
384
Holders Change
-14
Holders Change %
-3.52%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
119
Reduced
152
Closed
48
Calls
$32.3M
Puts
$37.2M
Net Calls
-$4.91M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
276
Cerity Partners
New York
$256K -$28K -251 -10%
PAS
277
Park Avenue Securities
New York
$254K -$9.71K -87 -4%
PA
278
Parallel Advisors
California
$251K -$10.8K -97 -4%
GIBU
279
Gulf International Bank (UK)
United Kingdom
$246K -$9.6K -86 -4%
BOPW
280
Brandywine Oak Private Wealth
Pennsylvania
$246K -$3.91K -35 -2%
Nisa Investment Advisors
281
Nisa Investment Advisors
Missouri
$239K -$1.09M -9,799 -82%
LIC
282
Laurus Investment Counsel
Canada
$236K +$20.7K +185 +10%
BIM
283
Bridges Investment Management
Nebraska
$233K
Twin Tree Management
284
Twin Tree Management
Texas
$231K +$117K +1,052 +109%
OCAM
285
Onex Canada Asset Management
Ontario, Canada
$227K -$10.2K -91 -4%
HCA
286
Horan Capital Advisors
Ohio
$227K
LWAM
287
Legacy Wealth Asset Management
Minnesota
$221K +$215K +1,928 New
WIA
288
Westbourne Investment Advisors
Maryland
$219K
SC
289
Savant Capital
Illinois
$216K -$1.34K -12 -0.6%
CAPTRUST Financial Advisors
290
CAPTRUST Financial Advisors
North Carolina
$215K +$139K +1,247 +200%
HF
291
HRT Financial
New York
$215K +$210K +1,881 New
CAN
292
Cetera Advisor Networks
California
$212K +$13.6K +122 +7%
JF
293
Jump Financial
Illinois
$212K +$206K +1,845 New
Northwestern Mutual Wealth Management
294
Northwestern Mutual Wealth Management
Wisconsin
$201K -$6.14K -55 -3%
HNB
295
Huntington National Bank
Ohio
$198K -$17.1K -153 -8%
GWM
296
Geneos Wealth Management
Colorado
$197K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
297
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$178K
HDIM
298
Hanson & Doremus Investment Management
Vermont
$164K -$9.71K -87 -6%
QCG
299
Quadrant Capital Group
Ohio
$159K -$59.7K -535 -28%
Bessemer Group
300
Bessemer Group
New Jersey
$143K -$1.12K -10 -0.8%

TRI Hedge Fund Activity: Q1 2022 in Review

384 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2022, worth a combined $11B — down 3% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TRI and 40 opened new positions — a net loss of 8 holders — while 152 trimmed existing stakes and 119 added.

The largest buyer was Mackenzie Financial, adding an estimated $303M. The largest seller was Fidelity Investments, cutting an estimated $224M.

  • 384 institutional investors held Thomson Reuters (TRI) as of Q1 2022, down from 398 in Q4 2021.
  • Funds reported $11B of Thomson Reuters stock for Q1 2022, down 3% quarter-over-quarter.
  • 40 funds opened new Thomson Reuters positions in Q1 2022 and 48 closed out, a net change of -8 holders.
  • The largest Thomson Reuters buyer in Q1 2022 was Mackenzie Financial, an estimated $303M added.
  • The largest Thomson Reuters seller in Q1 2022 was Fidelity Investments, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2022.