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.
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: 4 → 5 (+1)
10% more capital invested
Capital invested by funds: $9.77B → $10.8B (+$1.01B)
4% more funds holding
Funds holding: 380 → 397 (+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
Top Buyers
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$194M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$104M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$40.5M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
+$34.9M |
| 5 |
GC
Gillson Capital
Chicago,
Illinois
|
+$20.8M |
Top Sellers
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$316M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$205M |
| 3 |
Millennium Management
New York
|
-$112M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$93.1M |
| 5 |
TGA
TPG GP A
Fort Worth,
Texas
|
-$79.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FGAM
426
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$3.73K | -1,662 | Closed |
|
427
SG Americas Securities
New York
| – | -$149K | -1,379 | Closed |
|
428
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$123K | -1,133 | Closed |
|
|
PP
429
Pacifica Partners
Surrey,
Canada
| – | -$75K | -680 | Closed |
|
|
TSW
430
Thompson Siegel & Walmsley
Richmond,
Virginia
| – | -$17K | -154 | Closed |
|
|
MAM
431
Meeder Asset Management
Dublin,
Ohio
| – | -$10K | -97 | Closed |
|
|
PFA
432
Professional Financial Advisors
North Platte,
Nebraska
| – | -$6K | -56 | Closed |
|
|
TFS
433
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$6K | -55 | Closed |
|
|
CNBTD
434
Citizens National Bank Trust Department
Meridian,
Mississippi
| – | -$5K | -50 | Closed |
|
|
GI
435
Gradient Investments
Arden Hills,
Minnesota
| – | -$2K | -18 | 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.