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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
GCP
326
GSA Capital Partners
United Kingdom
-$985K -18,504 Closed
LMGAM
327
Liberty Mutual Group Asset Management
Massachusetts
-$838K -15,766 Closed
FRM
328
Fox Run Management
Connecticut
-$817K -15,338 Closed
DCM
329
Driehaus Capital Management
Illinois
-$765K -14,375 Closed
SGI
330
Summit Global Investments
Utah
-$761K -14,296 Closed
SCM
331
Stevens Capital Management
Pennsylvania
-$560K -10,515 Closed
DLA
332
Douglas Lane & Associates
New York
-$548K -10,297 Closed
CP
333
Cumberland Partners
Ontario, Canada
-$458K -8,617 Closed
AI
334
Atria Investments
North Carolina
-$332K -6,230 Closed
SM
335
Sciencast Management
New Jersey
-$304K -5,885 Closed
WAM
336
Weiss Asset Management
Massachusetts
-$313K -5,868 Closed
PAG
337
Private Advisor Group
New Jersey
-$262K -4,933 Closed
CCIA
338
Campbell & Co Investment Adviser
Maryland
-$245K -4,598 Closed
WIC
339
Whitegate Investment Counselors
New Hampshire
-$239K -4,481 Closed
VF
340
Virtu Financial
New York
-$228K -4,277 Closed
V
341
Veritable
Delaware
-$218K -4,093 Closed
BFM
342
Boothbay Fund Management
New York
-$216K -4,053 Closed
BIC
343
Beach Investment Counsel
Pennsylvania
-$201K -3,773 Closed
LOAME
344
Lombard Odier Asset Management (Europe)
United Kingdom
-$229K -3,444 Closed
PCM
345
Prelude Capital Management
New York
-$55K -1,034 Closed
HCA
346
Horan Capital Advisors
Ohio
-$32K -603 Closed
ZB
347
Zions Bancorporation
Utah
-$26K -486 Closed
NFG
348
Next Financial Group
Texas
-$21K -388 Closed
SSB
349
Sandy Spring Bank
Maryland
-$10K -179 Closed
CPIG
350
Chicago Partners Investment Group
Illinois
-$8K -151 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.