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Thomson Reuters
TRI

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: 309 → 313 (+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: 7 → 1 (-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

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$512M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$139M
3
MWNA
Marshall Wace North America
New York
+$42.8M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$41M
5
Two Sigma Investments
Two Sigma Investments
New York
+$32M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$158M
2
MBI
Montrusco Bolton Investments
Quebec, Canada
-$66.2M
3
Millennium Management
Millennium Management
New York
-$50M
4
Citadel Advisors
Citadel Advisors
Florida
-$45.8M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$43.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
351
Tradewinds Capital Management
Washington
– -$7K -129 Closed
Carson Wealth (CWM LLC)
352
Carson Wealth (CWM LLC)
Nebraska
– -$6K -109 Closed
GRP
353
Global Retirement Partners
California
– -$5K -101 Closed
TDC
354
Thompson Davis & Co
Virginia
– -$3K -65 Closed
11 12 13 14
15

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.