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Thomson Reuters
TRI

319 hedge funds and large institutions have $8.61B invested in Thomson Reuters in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $7.08B → $8.61B (+$1.53B)

6% more call options, than puts

Call options by funds: $51.1M | Put options by funds: $48.1M

0.18% more ownership

Funds ownership: 19.8% → 19.98% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

2% less funds holding

Funds holding: 324 → 319 (-5)

22% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 125

Holders
319
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
6.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
32
Increased
97
Reduced
125
Closed
33
Calls
$51.1M
Puts
$48.1M
Net Calls
+$3.02M
Net Calls Change
+$4.19M

Top Buyers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$120M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$111M
3
Fidelity International
Fidelity International
Bermuda
+$89M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$40.8M
5
ClearBridge Investments
ClearBridge Investments
New York
+$29.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$126M
2
Renaissance Technologies
Renaissance Technologies
New York
-$64.1M
3
Morgan Stanley
Morgan Stanley
New York
-$61M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$45.9M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHC
301
City Holding Co
West Virginia
$6K – – –
LWA
302
Lenox Wealth Advisors
New York
$6K – – –
FHA
303
Flagship Harbor Advisors
Massachusetts
$4K – – –
JWA
304
JFS Wealth Advisors
Pennsylvania
$4K – – –
OC
305
Oakworth Capital
Alabama
$4K – – –
WLPWM
306
Walled Lake Planning & Wealth Management
Illinois
$4K – – –
PFA
307
Professional Financial Advisors
Nebraska
$4K +$4.2K +54 New
BlackRock
308
BlackRock
New York
$3K -$3.45M -44,296 -100%
HI
309
Hudock Inc
Pennsylvania
$3K – – –
PWMG
310
Prestige Wealth Management Group
New Jersey
$3K – – –
TFO
311
Tarbox Family Office
California
$3K – – –
SBL
312
Sargent Bickham Lagudis
Colorado
$3K +$2.33K +30 New
FFA
313
Founders Financial Alliance
North Carolina
$3K +$2.49K +32 New
MA
314
MUFG Americas
New York
$3K +$3.04K +39 New
EARNEST Partners
315
EARNEST Partners
Georgia
$2K – – –
EWM
316
Elmwood Wealth Management
California
$2K – – –
SSB
317
Sandy Spring Bank
Maryland
$2K +$1.4K +18 New
NFG
318
Next Financial Group
Texas
$2K +$1.79K +23 New
AIM
319
Anchor Investment Management
South Carolina
$1.04K – – –
PI
320
PEAK6 Investments
Illinois
– -$2.93M -37,610 Closed
Assenagon Asset Management
321
Assenagon Asset Management
Luxembourg
– -$2.01M -28,150 Closed
FCM
322
Fortis Capital Management
Washington
– -$1.77M -24,676 Closed
DTL
323
Dynamic Technology Lab
Singapore
– -$1.6M -22,404 Closed
PP
324
Paloma Partners
Connecticut
– -$700K -9,775 Closed
CC
325
Cipher Capital
New York
– -$683K -9,539 Closed
11 12
13
14 15

TRI Hedge Fund Activity: Q3 2020 in Review

319 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2020, worth a combined $8.61B — up 22% from $7.08B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of TRI and 32 opened new positions — a net loss of 1 holder — while 125 trimmed existing stakes and 97 added.

The largest buyer was TPG Group Holdings (SBS) Advisors, opening a new position worth an estimated $120M. The largest seller was Citadel Advisors, cutting an estimated $126M.

  • 319 institutional investors held Thomson Reuters (TRI) as of Q3 2020, down from 324 in Q2 2020.
  • Funds reported $8.61B of Thomson Reuters stock for Q3 2020, up 22% quarter-over-quarter.
  • 32 funds opened new Thomson Reuters positions in Q3 2020 and 33 closed out, a net change of -1 holder.
  • The largest Thomson Reuters buyer in Q3 2020 was TPG Group Holdings (SBS) Advisors, an estimated $120M added.
  • The largest Thomson Reuters seller in Q3 2020 was Citadel Advisors, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2020.