We are live on ! Find out more
TRI icon

Thomson Reuters

321 hedge funds and large institutions have $8.62B invested in Thomson Reuters in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $9.06M | Put options by funds: $3.16M

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

2% more funds holding

Funds holding: 315321 (+6)

0.41% less ownership

Funds ownership: 24.01%23.61% (-0.41%)

4% less capital invested

Capital invested by funds: $9.01B → $8.62B (-$386M)

8% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 122

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
7.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
43
Increased
112
Reduced
122
Closed
30
Calls
$9.06M
Puts
$3.16M
Net Calls
+$5.91M
Net Calls Change
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
DAM
301
Delta Asset Management
Tennessee
$8K
LIA
302
LS Investment Advisors
Michigan
$8K
ASN
303
Advisory Services Network
Georgia
$8K +$8.32K +163 New
EFSCE
304
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
TCM
305
Tradewinds Capital Management
Washington
$6K
ED
306
Exane Derivatives
France
$5.99K
GRP
307
Global Retirement Partners
California
$5K
AF
308
Arrow Financial
New York
$4K
EWM
309
Evercore Wealth Management
New York
$4K
WTC
310
WhitTier Trust Company
Nevada
$4K
CCMW
311
Cypress Capital Management (Wyoming)
Wyoming
$3.37K
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$3.33K -$2.76K -54 -45%
TDC
313
Thompson Davis & Co
Virginia
$3K
WA
314
Winfield Associates
Ohio
$2K -$1.12K -22 -34%
WP
315
WealthPLAN Partners
Nebraska
$1.29K +$1.33K +26 New
GI
316
Gradient Investments
Minnesota
$1K
PFBT
317
Parkside Financial Bank & Trust
Missouri
$1K
IUHSA
318
Itau Unibanco Holding S.A.
Brazil
$1K +$1.33K +26 New
SM
319
Sciencast Management
New Jersey
$603 +$614K +12,022 New
Walleye Trading
320
Walleye Trading
New York
$248 +$252K +4,942 New
National Pension Service
321
National Pension Service
South Korea
-$23.8M -349,314 Closed
SB
322
Suntrust Banks
Georgia
-$1.85M -36,498 Closed
IRF
323
IBM Retirement Fund
New York
-$1.32M -24,701 Closed
LCM
324
Logan Capital Management
Pennsylvania
-$1.05M -20,594 Closed
CIM
325
Calvert Investment Management
Maryland
-$827K -16,271 Closed

TRI Hedge Fund Activity: Q1 2017 in Review

321 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2017, worth a combined $8.62B — down 4.3% from $9.01B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new TRI positions and 30 closed out — a net gain of 13 holders — while 112 added to existing stakes and 122 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $238M. The largest seller was Bank of America, cutting an estimated $386M.

  • 321 institutional investors held Thomson Reuters (TRI) as of Q1 2017, up from 315 in Q4 2016.
  • Funds reported $8.62B of Thomson Reuters stock for Q1 2017, down 4.3% quarter-over-quarter.
  • 43 funds opened new Thomson Reuters positions in Q1 2017 and 30 closed out, a net change of +13 holders.
  • The largest Thomson Reuters buyer in Q1 2017 was Arrowstreet Capital, an estimated $238M added.
  • The largest Thomson Reuters seller in Q1 2017 was Bank of America, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2017.