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Thomson Reuters

397 hedge funds and large institutions have $10.8B invested in Thomson Reuters in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 154 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $9.77B → $10.8B (+$1.01B)

4% more funds holding

Funds holding: 380397 (+17)

1.45% less ownership

Funds ownership: 20.11%18.66% (-1.4%)

27% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 154

49% less call options, than puts

Call options by funds: $39.4M | Put options by funds: $76.9M

Holders
397
Holders Change
+17
Holders Change %
+4.47%
% of All Funds
6.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
63
Increased
113
Reduced
154
Closed
39
Calls
$39.4M
Puts
$76.9M
Net Calls
-$37.5M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
276
DFPG Investments
Utah
$269K +$252K +2,189 New
MA
277
Momentum Advisors
New York
$269K +$257K +2,234 New
William Blair & Company
278
William Blair & Company
Illinois
$266K +$115 +1 +0%
JEST
279
JTC Employer Solutions Trustee
Jersey
$263K +$252K +2,184 New
SCA
280
Snowden Capital Advisors
New York
$259K -$36.5K -317 -13%
PSP
281
Principal Street Partners
Tennessee
$253K +$243K +2,105 New
AT
282
American Trust
Kentucky
$251K +$241K +2,088 New
Lido Advisors
283
Lido Advisors
California
$250K -$56.1K -487 -19%
GIBU
284
Gulf International Bank (UK)
United Kingdom
$248K -$19.7K -171 -8%
BIM
285
Bridges Investment Management
Nebraska
$245K
HDIM
286
Hanson & Doremus Investment Management
Vermont
$244K +$80.7K +700 +53%
OCAM
287
Onex Canada Asset Management
Ontario, Canada
$239K
HCA
288
Horan Capital Advisors
Ohio
$238K
PA
289
Parallel Advisors
California
$237K -$62.5K -542 -22%
SFA
290
Sequoia Financial Advisors
Ohio
$231K +$222K +1,923 New
WIA
291
Westbourne Investment Advisors
Maryland
$230K
SC
292
Savant Capital
Illinois
$227K +$807 +7 +0.4%
CAAS
293
Capital Asset Advisory Services
Michigan
$225K -$13.4K -116 -6%
GWWM
294
Great Waters Wealth Management
Minnesota
$220K +$204K +1,774 New
HC
295
Henshaw Capital
Massachusetts
$209K +$200K +1,739 New
OHWA
296
Oak Hill Wealth Advisors
Virginia
$209K +$200K +1,737 New
OFW
297
Omnia Family Wealth
Florida
$208K +$199K +1,728 New
SIM
298
Sentry Investment Management
Wisconsin
$207K +$151K +1,313 +323%
RAM
299
Rempart Asset Management
Canada
$207K +$199K +1,723 New
SVWAG
300
Sound View Wealth Advisors Group
Georgia
$206K +$154K +1,335 New

TRI Hedge Fund Activity: Q4 2022 in Review

397 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2022, worth a combined $10.8B — up 10% from $9.77B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new TRI positions and 39 closed out — a net gain of 24 holders — while 113 added to existing stakes and 154 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $194M. The largest seller was Fidelity International, cutting an estimated $316M.

  • 397 institutional investors held Thomson Reuters (TRI) as of Q4 2022, up from 380 in Q3 2022.
  • Funds reported $10.8B of Thomson Reuters stock for Q4 2022, up 10% quarter-over-quarter.
  • 63 funds opened new Thomson Reuters positions in Q4 2022 and 39 closed out, a net change of +24 holders.
  • The largest Thomson Reuters buyer in Q4 2022 was WCM Investment Management, an estimated $194M added.
  • The largest Thomson Reuters seller in Q4 2022 was Fidelity International, an estimated $316M sold.

Based on aggregated 13F filings for Q4 2022.