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Thomson Reuters

321 hedge funds and large institutions have $6.96B invested in Thomson Reuters in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 117 increasing their positions, 111 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

5% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 111

3% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 39

0.19% more ownership

Funds ownership: 19.23%19.42% (+0.19%)

5% less capital invested

Capital invested by funds: $7.32B → $6.96B (-$360M)

2% less funds holding

Funds holding: 326321 (-5)

41% less call options, than puts

Call options by funds: $27.4M | Put options by funds: $46.8M

Holders
321
Holders Change
-5
Holders Change %
-1.53%
% of All Funds
7.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
40
Increased
117
Reduced
111
Closed
39
Calls
$27.4M
Puts
$46.8M
Net Calls
-$19.4M
Net Calls Change
+$7.29M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
301
JFS Wealth Advisors
Pennsylvania
$4K
Rockefeller Capital Management
302
Rockefeller Capital Management
New York
$4K +$1.17K +15 +33%
AIC
303
Ameritas Investment Company
Nebraska
$4K +$3.82K +49 New
FHA
304
Flagship Harbor Advisors
Massachusetts
$4K +$3.97K +51 New
CFG
305
Citizens Financial Group
Rhode Island
$3K
OC
306
Oakworth Capital
Alabama
$3K
TFO
307
Tarbox Family Office
California
$3K
CFA
308
Carroll Financial Associates
North Carolina
$2K
CAC
309
Certified Advisory Corp
Florida
$2K
EARNEST Partners
310
EARNEST Partners
Georgia
$2K
EWM
311
EPG Wealth Management
Georgia
$2K
PWMG
312
Prestige Wealth Management Group
New Jersey
$2K +$2.03K +26 +650%
BC
313
Bartlett & Co
Ohio
$2K +$2.1K +27 New
BCWM
314
Bartlett & Co Wealth Management
Ohio
$1.9K +$2.1K +27 New
GI
315
Gradient Investments
Minnesota
$1K -$11.1K -142 -91%
ETC
316
Exchange Traded Concepts
Oklahoma
$1K +$312 +4 +44%
BFC
317
Bedel Financial Consulting
Indiana
$1K +$857 +11 New
BCA
318
Berman Capital Advisors
Georgia
$1K +$935 +12 +171%
AIM
319
Anchor Investment Management
South Carolina
$882
RRAM
320
River Road Asset Management
Kentucky
-$29.1M -385,866 Closed
WCA
321
Waratah Capital Advisors
Ontario, Canada
-$19.9M -264,642 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
322
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$19.3M -256,250 Closed
Acadian Asset Management
323
Acadian Asset Management
Massachusetts
-$7M -92,693 Closed
Hudson Bay Capital Management
324
Hudson Bay Capital Management
Connecticut
-$4.3M -56,944 Closed
CCP
325
Corient Capital Partners
California
-$2.49M -32,988 Closed

TRI Hedge Fund Activity: Q1 2020 in Review

321 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2020, worth a combined $6.96B — down 4.9% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new TRI positions and 39 closed out — a net gain of 1 holder — while 117 added to existing stakes and 111 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $196M. The largest seller was Royal Bank of Canada, cutting an estimated $144M.

  • 321 institutional investors held Thomson Reuters (TRI) as of Q1 2020, down from 326 in Q4 2019.
  • Funds reported $6.96B of Thomson Reuters stock for Q1 2020, down 4.9% quarter-over-quarter.
  • 40 funds opened new Thomson Reuters positions in Q1 2020 and 39 closed out, a net change of +1 holder.
  • The largest Thomson Reuters buyer in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $196M added.
  • The largest Thomson Reuters seller in Q1 2020 was Royal Bank of Canada, an estimated $144M sold.

Based on aggregated 13F filings for Q1 2020.