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Thomson Reuters
TRI

273 hedge funds and large institutions have $9.53B invested in Thomson Reuters in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

4% more funds holding

Funds holding: 262 → 273 (+11)

4% more capital invested

Capital invested by funds: $9.14B → $9.53B (+$386M)

0.82% less ownership

Funds ownership: 27.17% → 26.35% (-0.82%)

2% less call options, than puts

Call options by funds: $22M | Put options by funds: $22.5M

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

15% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 112

Holders
273
Holders Change
+11
Holders Change %
+4.2%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
34
Increased
95
Reduced
112
Closed
21
Calls
$22M
Puts
$22.5M
Net Calls
-$438K
Net Calls Change
-$21M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$126M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$67M
3
Renaissance Technologies
Renaissance Technologies
New York
+$39.5M
4
Goldman Sachs
Goldman Sachs
New York
+$30.2M
5
Morgan Stanley
Morgan Stanley
New York
+$19.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$77.7M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
-$60.4M
4
RIM
RS Investment Management
California
-$39.6M
5
Invesco
Invesco
Georgia
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$69.7M +$30.2M +708,008 +80%
IIM
27
Intact Investment Management
Quebec, Canada
$66.3M +$16.7M +391,211 +38%
Fiera Capital (Canada)
28
Fiera Capital (Canada)
Quebec, Canada
$65.2M -$26.8M -629,188 -30%
Legal & General Group
29
Legal & General Group
United Kingdom
$62.2M -$694K -16,253 -1%
Jennison Associates
30
Jennison Associates
New York
$59.5M -$16.8M -393,279 -22%
Bank of Nova Scotia
31
Bank of Nova Scotia
Ontario, Canada
$58M +$2.04M +47,911 +4%
Public Sector Pension Investment Board (PSP Investments)
32
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$56.1M -$5.92M -138,665 -10%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$53.3M -$19.4M -453,813 -27%
AllianceBernstein
34
AllianceBernstein
Tennessee
$51.6M +$5.61M +131,465 +13%
Swiss National Bank
35
Swiss National Bank
Switzerland
$45.5M -$239K -5,601 -0.5%
BFA
36
BlackRock Fund Advisors
California
$43.5M +$634K +14,856 +2%
Renaissance Technologies
37
Renaissance Technologies
New York
$42.3M +$39.5M +926,152 +2,494%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$39.7M -$1.14M -26,641 -3%
HCM
39
Hamlin Capital Management
New York
$37.6M +$1.39M +32,658 +4%
TCIM
40
TIAA CREF Investment Management
New York
$37.6M -$564K -13,226 -2%
Norges Bank
41
Norges Bank
Norway
$37.3M -$20.6M -483,237 -36%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$36.5M -$722K -16,928 -2%
Northern Trust
43
Northern Trust
Illinois
$35.3M -$117K -2,740 -0.3%
Morgan Stanley
44
Morgan Stanley
New York
$32.1M +$19.1M +448,346 +158%
SC
45
Scotia Capital
Ontario, Canada
$31.7M -$1.39M -32,526 -4%
AII
46
AGF Investments Inc
Ontario, Canada
$28.8M -$3.08M -72,238 -10%
RFC
47
Russell Frank Company
Washington
$28.7M -$17.8M -417,013 -38%
LM
48
Lincluden Management
Ontario, Canada
$27.3M -$2.35M -55,144 -8%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$27.1M -$112M -2,631,246 -81%
Deutsche Bank
50
Deutsche Bank
Germany
$26.7M +$960K +22,491 +4%
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TRI Hedge Fund Activity: Q4 2013 in Review

273 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2013, worth a combined $9.53B — up 4.2% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TRI positions and 21 closed out — a net gain of 13 holders — while 95 added to existing stakes and 112 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $112M.

  • 273 institutional investors held Thomson Reuters (TRI) as of Q4 2013, up from 262 in Q3 2013.
  • Funds reported $9.53B of Thomson Reuters stock for Q4 2013, up 4.2% quarter-over-quarter.
  • 34 funds opened new Thomson Reuters positions in Q4 2013 and 21 closed out, a net change of +13 holders.
  • The largest Thomson Reuters buyer in Q4 2013 was Credit Suisse, an estimated $126M added.
  • The largest Thomson Reuters seller in Q4 2013 was Fidelity Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2013.