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Thomson Reuters

384 hedge funds and large institutions have $11B invested in Thomson Reuters in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 19.57%19.64% (+0.07%)

3% less capital invested

Capital invested by funds: $11.3B → $11B (-$338M)

4% less funds holding

Funds holding: 398384 (-14)

13% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $37.2M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 48

22% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 152

Holders
384
Holders Change
-14
Holders Change %
-3.52%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
119
Reduced
152
Closed
48
Calls
$32.3M
Puts
$37.2M
Net Calls
-$4.91M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
301
Steward Partners Investment Advisory
New York
$143K +$26.9K +241 +24%
GLLW
302
Graves Light Lenhart Wealth
Virginia
$137K
BNP Paribas Financial Markets
303
BNP Paribas Financial Markets
France
$126K +$2.68K +24 +2%
AA
304
Addison Advisors
Vermont
$123K +$120K +1,073 New
Jones Financial Companies
305
Jones Financial Companies
Missouri
$117K -$893 -8 -0.8%
BAMF
306
BI Asset Management Fondsmaeglerselskab
Denmark
$115K +$112K +1,000 New
SC
307
Seldon Capital
California
$113K
AF
308
Advisornet Financial
Minnesota
$113K +$79.6K +713 +261%
GIA
309
GHP Investment Advisors
Colorado
$98K +$95.4K +855 New
JWM
310
Janiczek Wealth Management
Colorado
$86K -$2.9K -26 -3%
LC
311
Lindbrook Capital
California
$82K -$3.91K -35 -5%
HNWAG
312
High Net Worth Advisory Group
Florida
$72K -$14.7K -132 -17%
LFG
313
Larson Financial Group
Missouri
$71K
EWM
314
Endurance Wealth Management
Rhode Island
$69K
PP
315
Pacifica Partners
Canada
$61K +$15.9K +142 +33%
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$59K -$8.04K -72 -12%
NIC
317
Northwest Investment Counselors
Oregon
$57K
HPC
318
HM Payson & Co
Maine
$54K
CBT
319
Central Bank & Trust
Kentucky
$48K
SWM
320
Spire Wealth Management
Virginia
$47K +$1K +9 +2%
GAM
321
Gemmer Asset Management
California
$46K
BWP
322
Baldwin Wealth Partners
Massachusetts
$44K
OSNBOA
323
Old Second National Bank of Aurora
Illinois
$44K
BWA
324
BDO Wealth Advisors
Florida
$43K
HFS
325
Hantz Financial Services
Michigan
$40K -$7.81K -70 -17%

TRI Hedge Fund Activity: Q1 2022 in Review

384 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2022, worth a combined $11B — down 3% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TRI and 40 opened new positions — a net loss of 8 holders — while 152 trimmed existing stakes and 119 added.

The largest buyer was Mackenzie Financial, adding an estimated $303M. The largest seller was Fidelity Investments, cutting an estimated $224M.

  • 384 institutional investors held Thomson Reuters (TRI) as of Q1 2022, down from 398 in Q4 2021.
  • Funds reported $11B of Thomson Reuters stock for Q1 2022, down 3% quarter-over-quarter.
  • 40 funds opened new Thomson Reuters positions in Q1 2022 and 48 closed out, a net change of -8 holders.
  • The largest Thomson Reuters buyer in Q1 2022 was Mackenzie Financial, an estimated $303M added.
  • The largest Thomson Reuters seller in Q1 2022 was Fidelity Investments, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2022.