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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
BWP
326
Baldwin Wealth Partners
Massachusetts
$56.2K +$10.1K +88 +23%
VC
327
Vestor Capital
Illinois
$54K
SWM
328
Spire Wealth Management
Virginia
$51K
Fifth Third Bancorp
329
Fifth Third Bancorp
Ohio
$49K -$3K -26 -6%
OSNBOA
330
Old Second National Bank of Aurora
Illinois
$46.5K
BWA
331
BDO Wealth Advisors
Florida
$45.5K
HI
332
Harbour Investments
Wisconsin
$44.7K +$346 +3 +0.8%
AF
333
Advisornet Financial
Minnesota
$44.5K -$8.53K -74 -17%
ZB
334
Zions Bancorporation
Utah
$42.9K +$3.57K +31 +10%
JWM
335
Janiczek Wealth Management
Colorado
$37.8K
GWS
336
Glassman Wealth Services
Virginia
$37.2K -$4.03K -35 -10%
BTI
337
Blue Trust Inc
Georgia
$34K +$32.6K +283 +1,011%
MCC
338
Money Concepts Capital
Florida
$33.7K +$6.92K +60 +27%
DWP
339
Destiny Wealth Partners
Florida
$32.6K +$10.6K +92 +51%
CTC
340
Central Trust Company
Missouri
$31K
HFS
341
Hantz Financial Services
Michigan
$30K -$6.22K -54 -18%
HCP
342
Hexagon Capital Partners
Arkansas
$29.1K -$8.87K -77 -24%
IA
343
IFP Advisors
Florida
$26K -$14.6K -127 -39%
MPWT
344
MassMutual Private Wealth & Trust
Connecticut
$25K +$2.54K +22 +12%
AF
345
Allworth Financial
California
$21.3K -$576 -5 -3%
AFS
346
Annapolis Financial Services
Maryland
$19.4K
3IP
347
3Chopt Investment Partners
Virginia
$18.5K +$17.7K +154 New
WTC
348
WhitTier Trust Company
Nevada
$18.1K +$3.92K +34 +29%
AWM
349
Accurate Wealth Management
Florida
$18.1K +$17.1K +148 New
QC
350
Quent Capital
New York
$17.8K

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.