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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
EARNEST Partners
376
EARNEST Partners
Georgia
$4.02K
TRCT
377
Tower Research Capital (TRC)
New York
$4K -$88.5K -768 -96%
MSCM
378
McElhenny Sheffield Capital Management
Texas
$3.88K +$3.69K +32 New
OIS
379
Okabena Investment Services
Minnesota
$3.55K +$6.22K +54 New
PPC
380
Park Place Capital
Alabama
$3K +$2.77K +24 New
AAP
381
Arax Advisory Partners
Colorado
$2.19K
CFB
382
Cullen/Frost Bankers
Texas
$2.17K
EWA
383
EverSource Wealth Advisors
Alabama
$2.17K
VCM
384
Versant Capital Management
Arizona
$2.17K
PCM
385
Penserra Capital Management
California
$2K +$2.88K +25 New
HIA
386
Harbor Investment Advisory
Maryland
$1.94K
AIM
387
Anchor Investment Management
South Carolina
$1.48K
SCA
388
Stonebridge Capital Advisors
Minnesota
$1.38K -$139K -1,210 -99%
Group One Trading
389
Group One Trading
Illinois
$1.37K -$3K -26 -70%
FFA
390
Farther Finance Advisors
California
$1.14K +$1.04K +9 New
RA
391
Rise Advisors
New York
$1.04K
OLVIG
392
Oliver Lagore Vanvalin Investment Group
Michigan
$1.03K
SC
393
Schubert & Co
Texas
$1.03K
TAIM
394
TD Ameritrade Investment Management
Nebraska
$1K -$1.84K -16 -64%
BWM
395
Baystate Wealth Management
Massachusetts
$1K +$1.15K +10 New
TWD
396
True Wealth Design
Ohio
$114 +$115 +1 New
Citadel Advisors
397
Citadel Advisors
Florida
-$93.1M -808,137 Closed
First Trust Advisors
398
First Trust Advisors
Illinois
-$60.7M -561,515 Closed
Arrowstreet Capital
399
Arrowstreet Capital
Massachusetts
-$22.2M -205,219 Closed
Point72 Asset Management
400
Point72 Asset Management
Connecticut
-$10.6M -98,229 Closed

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.