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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
ZB
326
Zions Bancorporation
Utah
$39K +$2.79K +25 +8%
SC
327
Stephens Consulting
Michigan
$37.9K
COCM
328
Charter Oak Capital Management
New Hampshire
$37K
MCC
329
Money Concepts Capital
Florida
$32K +$31.3K +280 New
CTC
330
Central Trust Company
Missouri
$30K
AF
331
Allworth Financial
California
$28K
ETC
332
Exchange Traded Concepts
Oklahoma
$26K -$112 -1 -0.4%
RBC
333
Roble Belko & Company
Pennsylvania
$24K
GWS
334
Glassman Wealth Services
Virginia
$23K -$4.91K -44 -18%
DWP
335
Destiny Wealth Partners
Florida
$21K -$10.9K -98 -35%
AFS
336
Annapolis Financial Services
Maryland
$19K
SC
337
Siena Capital
Ohio
$19K +$18.9K +169 New
TSW
338
Thompson Siegel & Walmsley
Virginia
$18K
WTC
339
WhitTier Trust Company
Nevada
$18K
QC
340
Quent Capital
New York
$17K +$16.5K +148 New
FAG
341
Fortitude Advisory Group
Washington
$16K
HIA
342
Harbor Investment Advisory
Maryland
$15K
HWA
343
HHM Wealth Advisors
Tennessee
$15K
IA
344
IFP Advisors
Florida
$15K +$11.8K +106 +60%
HIM
345
Hillsdale Investment Management
Ontario, Canada
$14K -$134K -1,196 -91%
UB
346
UMB Bank
Missouri
$14K
TWM
347
Tradition Wealth Management
Minnesota
$14K +$13.6K +122 New
TSWM
348
Tyler-Stone Wealth Management
Ohio
$13K
EWA
349
EverSource Wealth Advisors
Alabama
$12K -$2.57K -23 -18%
ADL
350
Asset Dedication LLC
California
$12K

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.