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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
CFD
351
Creative Financial Designs
Indiana
$12K +$4.46K +40 +59%
MAM
352
Meeder Asset Management
Ohio
$11K +$10.8K +97 New
AF
353
Arrow Financial
New York
$10K
LWP
354
Laurel Wealth Planning
Minnesota
$10K
JWA
355
JFS Wealth Advisors
Pennsylvania
$10K +$2.57K +23 +37%
CFGS
356
Concourse Financial Group Securities
Alabama
$10K +$8.04K +72 +480%
GFPC
357
Global Financial Private Client
Florida
$9.72K
SCA
358
Stonebridge Capital Advisors
Minnesota
$9K -$4.46K -40 -33%
MGIM
359
M&G Investment Management
United Kingdom
$8.71K -$4.46K -40 -0.1%
LWA
360
Lenox Wealth Advisors
New York
$8K
NL
361
NVWM LLC
Pennsylvania
$8K +$8.04K +72 New
LWANC
362
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K
CCM
363
Covington Capital Management
California
$7K +$5.25K +47 +247%
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$6K -$5.8K -52 -49%
FPS
365
Fieldpoint Private Securities
Connecticut
$6K
PFA
366
Professional Financial Advisors
Nebraska
$6K
TAIM
367
TD Ameritrade Investment Management
Nebraska
$6K +$112 +1 +2%
CNBTD
368
Citizens National Bank Trust Department
Mississippi
$5K
GRP
369
Global Retirement Partners
California
$5K +$5.25K +47 New
TFO
370
Tarbox Family Office
California
$4K
EARNEST Partners
371
EARNEST Partners
Georgia
$3K
PFBT
372
Parkside Financial Bank & Trust
Missouri
$3K
SBL
373
Sargent Bickham Lagudis
Colorado
$3K
AWMS
374
Advocacy Wealth Management Services
Georgia
$2K
CFB
375
Cullen/Frost Bankers
Texas
$2K

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.