We are live on ! Find out more
TRI icon

Thomson Reuters

397 hedge funds and large institutions have $10.8B invested in Thomson Reuters in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 154 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $9.77B → $10.8B (+$1.01B)

4% more funds holding

Funds holding: 380397 (+17)

1.45% less ownership

Funds ownership: 20.11%18.66% (-1.4%)

27% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 154

49% less call options, than puts

Call options by funds: $39.4M | Put options by funds: $76.9M

Holders
397
Holders Change
+17
Holders Change %
+4.47%
% of All Funds
6.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
63
Increased
113
Reduced
154
Closed
39
Calls
$39.4M
Puts
$76.9M
Net Calls
-$37.5M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
301
Schechter Investment Advisors
Michigan
$203K +$195K +1,689 New
Prudential Financial
302
Prudential Financial
New Jersey
$202K -$19K -165 -9%
CPG
303
Cornerstone Planning Group
New Jersey
$202K +$189K +1,637 New
ACM
304
Advisors Capital Management
New Jersey
$201K -$157K -1,358 -45%
CCM
305
Coldstream Capital Management
Washington
$201K +$192K +1,670 New
HNB
306
Huntington National Bank
Ohio
$189K
CA
307
Crewe Advisors
Utah
$173K
Pacer Advisors
308
Pacer Advisors
Pennsylvania
$136K +$131K +1,134 New
Nisa Investment Advisors
309
Nisa Investment Advisors
Missouri
$125K
SC
310
Seldon Capital
California
$118K
AA
311
Addison Advisors
Vermont
$114K +$36.4K +316 +50%
GIA
312
GHP Investment Advisors
Colorado
$103K
LC
313
Lindbrook Capital
California
$102K +$7.72K +67 +9%
PTC
314
Private Trust Company
Ohio
$99K
SPIA
315
Steward Partners Investment Advisory
New York
$85.2K -$8.07K -70 -9%
BNP Paribas Financial Markets
316
BNP Paribas Financial Markets
France
$75.3K -$3.94M -34,187 -98%
Jones Financial Companies
317
Jones Financial Companies
Missouri
$74K +$807 +7 +1%
EWM
318
Endurance Wealth Management
Rhode Island
$72K
HCM
319
Hollencrest Capital Management
California
$70.8K +$67.9K +589 New
Mitsubishi UFJ Trust & Banking
320
Mitsubishi UFJ Trust & Banking
Japan
$61.9K -$344K -2,986 -85%
CLOS
321
Compagnie Lombard Odier SCmA
Switzerland
$60K +$57K +495 New
NIC
322
Northwest Investment Counselors
Oregon
$59.5K
PI
323
PineBridge Investments
New York
$57.5K +$40.7K +353 New
CT
324
Colonial Trust
South Carolina
$57.1K +$54.7K +475 New
HPC
325
HM Payson & Co
Maine
$56.8K

TRI Hedge Fund Activity: Q4 2022 in Review

397 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2022, worth a combined $10.8B — up 10% from $9.77B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new TRI positions and 39 closed out — a net gain of 24 holders — while 113 added to existing stakes and 154 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $194M. The largest seller was Fidelity International, cutting an estimated $316M.

  • 397 institutional investors held Thomson Reuters (TRI) as of Q4 2022, up from 380 in Q3 2022.
  • Funds reported $10.8B of Thomson Reuters stock for Q4 2022, up 10% quarter-over-quarter.
  • 63 funds opened new Thomson Reuters positions in Q4 2022 and 39 closed out, a net change of +24 holders.
  • The largest Thomson Reuters buyer in Q4 2022 was WCM Investment Management, an estimated $194M added.
  • The largest Thomson Reuters seller in Q4 2022 was Fidelity International, an estimated $316M sold.

Based on aggregated 13F filings for Q4 2022.