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Thomson Reuters

313 hedge funds and large institutions have $8.01B invested in Thomson Reuters in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $13.8M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

1% more funds holding

Funds holding: 309313 (+4)

0.45% more ownership

Funds ownership: 21.65%22.1% (+0.45%)

3% less capital invested

Capital invested by funds: $8.29B → $8.01B (-$277M)

9% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 107

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
313
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
49
Increased
97
Reduced
107
Closed
42
Calls
$21.5M
Puts
$13.8M
Net Calls
+$7.69M
Net Calls Change
+$9.27M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
301
MassMutual Private Wealth & Trust
Connecticut
$3.36K
UBS AM
302
UBS AM
Illinois
$3.27K
CCMW
303
Cypress Capital Management (Wyoming)
Wyoming
$3K
CFA
304
Carroll Financial Associates
North Carolina
$2K -$15.3K -293 -85%
VFA
305
Valeo Financial Advisors
Indiana
$2K +$1.1K +21 +75%
AssetMark Inc
306
AssetMark Inc
California
$2K +$1.83K +35 New
FRA
307
Front Row Advisors
California
$2K +$1.83K +35 New
Canada Pension Plan Investment Board
308
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$18.6M -356,570 -100%
GI
309
Gradient Investments
Minnesota
$1K +$784 +15 New
MOS
310
MGO One Seven
Ohio
$1K +$889 +17 New
CAC
311
Certified Advisory Corp
Florida
$1K +$1.52K +29 New
PCG
312
Private Capital Group
Connecticut
$35 +$36.1K +691 New
Point72 Asset Management
313
Point72 Asset Management
Connecticut
-$41.4M -777,983 Closed
Credit Agricole
314
Credit Agricole
France
-$25.9M -486,490 Closed
ICP
315
IBIS Capital Partners
United Kingdom
-$8.47M -159,066 Closed
ECM
316
Element Capital Management
New York
-$4.71M -88,389 Closed
SO
317
STRS Ohio
Ohio
-$4.24M -79,793 Closed
CM
318
Crestline Management
Texas
-$2.87M -53,822 Closed
FMA
319
FNY Managed Accounts
New York
-$2.53M -47,566 Closed
SEC
320
Seven Eight Capital
New York
-$2.34M -44,000 Closed
TCM
321
Twin Capital Management
Pennsylvania
-$2.23M -41,975 Closed
MF
322
Magnetar Financial
Illinois
-$1.77M -33,337 Closed
BCM
323
Bayesian Capital Management
New York
-$1.46M -27,402 Closed
Walleye Trading
324
Walleye Trading
New York
-$1.2K -22,495 Closed
MAM
325
Martingale Asset Management
Massachusetts
-$1.18M -22,159 Closed

TRI Hedge Fund Activity: Q4 2017 in Review

313 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2017, worth a combined $8.01B — down 3.3% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TRI positions and 42 closed out — a net gain of 7 holders — while 97 added to existing stakes and 107 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $512M. The largest seller was Wellington Management Group, cutting an estimated $158M.

  • 313 institutional investors held Thomson Reuters (TRI) as of Q4 2017, up from 309 in Q3 2017.
  • Funds reported $8.01B of Thomson Reuters stock for Q4 2017, down 3.3% quarter-over-quarter.
  • 49 funds opened new Thomson Reuters positions in Q4 2017 and 42 closed out, a net change of +7 holders.
  • The largest Thomson Reuters buyer in Q4 2017 was Mackenzie Financial, an estimated $512M added.
  • The largest Thomson Reuters seller in Q4 2017 was Wellington Management Group, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2017.