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Thomson Reuters

380 hedge funds and large institutions have $9.77B invested in Thomson Reuters in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% less ownership

Funds ownership: 20.27%20.11% (-0.16%)

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

2% less funds holding

Funds holding: 388380 (-8)

5% less capital invested

Capital invested by funds: $10.3B → $9.77B (-$558M)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $41.2M | Put options by funds: $61.3M

Holders
380
Holders Change
-8
Holders Change %
-2.06%
% of All Funds
6.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
43
Increased
116
Reduced
138
Closed
45
Calls
$41.2M
Puts
$61.3M
Net Calls
-$20.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
276
M&T Bank
New York
$248K +$811 +7 +0.3%
SI
277
Stephens Inc
Arkansas
$244K -$21.3K -184 -8%
CWM
278
Cornerstone Wealth Management
Missouri
$244K +$348 +3 +0.1%
GIBU
279
Gulf International Bank (UK)
United Kingdom
$242K
PWPS
280
Pinnacle Wealth Planning Services
Ohio
$240K -$5.33K -46 -2%
William Blair & Company
281
William Blair & Company
Illinois
$239K -$145K -1,254 -36%
BL
282
Balentine LLC
Georgia
$227K +$244K +2,102 New
BIM
283
Bridges Investment Management
Nebraska
$220K
OPPTF
284
OPSEU Pension Plan Trust Fund
Ontario, Canada
$216K -$15.9K -137 -6%
CAAS
285
Capital Asset Advisory Services
Michigan
$215K -$23.9K -206 -9%
OCAM
286
Onex Canada Asset Management
Ontario, Canada
$215K
HCA
287
Horan Capital Advisors
Ohio
$214K
PFO
288
Pathstone Family Office
New Jersey
$212K +$227K +1,958 New
WIA
289
Westbourne Investment Advisors
Maryland
$207K
BBA
290
Baader Bank Aktiengesellschaft
Germany
$205K +$220K +1,898 New
WHG
291
Westwood Holdings Group
Texas
$205K
SC
292
Savant Capital
Illinois
$204K
CAN
293
Cetera Advisor Networks
California
$204K +$7.07K +61 +3%
Prudential Financial
294
Prudential Financial
New Jersey
$202K +$214K +1,846 New
QCG
295
Quadrant Capital Group
Ohio
$195K -$85.6K -738 -29%
HNB
296
Huntington National Bank
Ohio
$170K -$16.5K -142 -8%
ALAM
297
Asahi Life Asset Management
Japan
$159K +$170K +1,466 New
CA
298
Crewe Advisors
Utah
$155K
SG Americas Securities
299
SG Americas Securities
New York
$149K +$160K +1,379 New
HDIM
300
Hanson & Doremus Investment Management
Vermont
$144K

TRI Hedge Fund Activity: Q3 2022 in Review

380 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2022, worth a combined $9.77B — down 5.4% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of TRI and 43 opened new positions — a net loss of 2 holders — while 138 trimmed existing stakes and 116 added.

The largest buyer was Bank of Montreal, adding an estimated $272M. The largest seller was Mackenzie Financial, cutting an estimated $171M.

  • 380 institutional investors held Thomson Reuters (TRI) as of Q3 2022, down from 388 in Q2 2022.
  • Funds reported $9.77B of Thomson Reuters stock for Q3 2022, down 5.4% quarter-over-quarter.
  • 43 funds opened new Thomson Reuters positions in Q3 2022 and 45 closed out, a net change of -2 holders.
  • The largest Thomson Reuters buyer in Q3 2022 was Bank of Montreal, an estimated $272M added.
  • The largest Thomson Reuters seller in Q3 2022 was Mackenzie Financial, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2022.