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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
GWM
351
Geneos Wealth Management
Colorado
$17.1K +$16.4K +142 New
CA
352
CoreCap Advisors
Michigan
$16.7K +$16K +139 New
HNWAG
353
High Net Worth Advisory Group
Florida
$15.9K -$23.4K -203 -61%
SC
354
Stephens Consulting
Michigan
$14.7K -$24K -208 -63%
UB
355
UMB Bank
Missouri
$14K
ASN
356
Advisory Services Network
Georgia
$13K +$12.4K +108 New
TSWM
357
Tyler-Stone Wealth Management
Ohio
$13K
ADL
358
Asset Dedication LLC
California
$12K
CFGS
359
Concourse Financial Group Securities
Alabama
$11.2K -$255K -2,209 -96%
GFPC
360
Global Financial Private Client
Florida
$10.3K
LWP
361
Laurel Wealth Planning
Minnesota
$10.2K
AF
362
Arrow Financial
New York
$10K
Dimensional Fund Advisors
363
Dimensional Fund Advisors
Texas
$9.89K -$963K -8,356 -9%
BAM
364
Belpointe Asset Management
Nevada
$9.42K +$9.1K +79 New
BIA
365
Bell Investment Advisors
California
$9.01K -$576 -5 -6%
JWA
366
JFS Wealth Advisors
Pennsylvania
$8.67K -$807 -7 -9%
LWANC
367
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.42K
ETC
368
Exchange Traded Concepts
Oklahoma
$7.3K -$4.5K -39 -39%
IGWM
369
ICA Group Wealth Management
Colorado
$7.07K +$6.8K +59 New
GRP
370
Global Retirement Partners
California
$6.53K
CSPIA
371
Cary Street Partners Investment Advisory
Virginia
$6.39K +$6.11K +53 New
SBL
372
Sargent Bickham Lagudis
Colorado
$5.25K
CFD
373
Creative Financial Designs
Indiana
$4.79K
Twin Tree Management
374
Twin Tree Management
Texas
$4.56K +$4.38K +38 New
LFG
375
Larson Financial Group
Missouri
$4.22K

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.