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Thomson Reuters

380 hedge funds and large institutions have $9.77B invested in Thomson Reuters in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% less ownership

Funds ownership: 20.27%20.11% (-0.16%)

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

2% less funds holding

Funds holding: 388380 (-8)

5% less capital invested

Capital invested by funds: $10.3B → $9.77B (-$558M)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $41.2M | Put options by funds: $61.3M

Holders
380
Holders Change
-8
Holders Change %
-2.06%
% of All Funds
6.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
43
Increased
116
Reduced
138
Closed
45
Calls
$41.2M
Puts
$61.3M
Net Calls
-$20.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
351
Global Financial Private Client
Florida
$9.4K
AF
352
Arrow Financial
New York
$9K
LWP
353
Laurel Wealth Planning
Minnesota
$9K
JWA
354
JFS Wealth Advisors
Pennsylvania
$9K +$1.62K +14 +22%
BIA
355
Bell Investment Advisors
California
$9K +$7.3K +63 +371%
LWANC
356
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K
GRP
357
Global Retirement Partners
California
$6K -$927 -8 -13%
PFA
358
Professional Financial Advisors
Nebraska
$6K +$116 +1 +2%
TFS
359
TrustCore Financial Services
Tennessee
$6K +$6.38K +55 New
CNBTD
360
Citizens National Bank Trust Department
Mississippi
$5K
SBL
361
Sargent Bickham Lagudis
Colorado
$5K +$1.62K +14 +47%
LFG
362
Larson Financial Group
Missouri
$4K -$71.5K -617 -95%
CFD
363
Creative Financial Designs
Indiana
$4K
Group One Trading
364
Group One Trading
Illinois
$4K +$4.29K +37 New
FGAM
365
Financial Gravity Asset Management
Texas
$3.73K +$193K +1,662 New
BTI
366
Blue Trust Inc
Georgia
$3K
EARNEST Partners
367
EARNEST Partners
Georgia
$3K
TAIM
368
TD Ameritrade Investment Management
Nebraska
$3K
HIA
369
Harbor Investment Advisory
Maryland
$2K -$580 -5 -24%
AAP
370
Arax Advisory Partners
Colorado
$2K
CFB
371
Cullen/Frost Bankers
Texas
$2K
EWA
372
EverSource Wealth Advisors
Alabama
$2K
VCM
373
Versant Capital Management
Arizona
$2K
GI
374
Gradient Investments
Minnesota
$2K +$2.09K +18 New
AIM
375
Anchor Investment Management
South Carolina
$1.33K

TRI Hedge Fund Activity: Q3 2022 in Review

380 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2022, worth a combined $9.77B — down 5.4% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of TRI and 43 opened new positions — a net loss of 2 holders — while 138 trimmed existing stakes and 116 added.

The largest buyer was Bank of Montreal, adding an estimated $272M. The largest seller was Mackenzie Financial, cutting an estimated $171M.

  • 380 institutional investors held Thomson Reuters (TRI) as of Q3 2022, down from 388 in Q2 2022.
  • Funds reported $9.77B of Thomson Reuters stock for Q3 2022, down 5.4% quarter-over-quarter.
  • 43 funds opened new Thomson Reuters positions in Q3 2022 and 45 closed out, a net change of -2 holders.
  • The largest Thomson Reuters buyer in Q3 2022 was Bank of Montreal, an estimated $272M added.
  • The largest Thomson Reuters seller in Q3 2022 was Mackenzie Financial, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2022.