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Thomson Reuters

308 hedge funds and large institutions have $8.77B invested in Thomson Reuters in 2015 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 130 increasing their positions, 96 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $7.68M

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

40% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 25

35% more repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 96

3% more funds holding

Funds holding: 299308 (+9)

0.05% more ownership

Funds ownership: 25.78%25.83% (+0.05%)

6% less capital invested

Capital invested by funds: $9.34B → $8.77B (-$565M)

Holders
308
Holders Change
+9
Holders Change %
+3.01%
% of All Funds
8.08%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
35
Increased
130
Reduced
96
Closed
25
Calls
$17.7M
Puts
$7.68M
Net Calls
+$10M
Net Calls Change
-$8.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Mawer Investment Management
26
Mawer Investment Management
Alberta, Canada
$86.6M +$1.15M +24,674 +1%
CS
27
Credit Suisse
Switzerland
$73.1M -$105M -2,265,694 -58%
AIMCA
28
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$72.6M -$22.5M -483,671 -29%
TCM
29
Tetrem Capital Management
Manitoba, Canada
$65.4M -$6.21M -133,595 -8%
RRAM
30
River Road Asset Management
Kentucky
$64.7M -$16.5M -356,061 -19%
Legal & General Group
31
Legal & General Group
United Kingdom
$58.6M +$2.13M +45,930 +4%
Swiss National Bank
32
Swiss National Bank
Switzerland
$58.4M -$625K -13,443 -1%
BFA
33
BlackRock Fund Advisors
California
$50.3M +$5.59M +120,324 +12%
Goldman Sachs
34
Goldman Sachs
New York
$48.7M +$1.85M +39,811 +4%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$48.2M -$9.29M -199,917 -15%
Massachusetts Financial Services
36
Massachusetts Financial Services
Massachusetts
$46.3M +$94.4K +2,032 +0.2%
AQR Capital Management
37
AQR Capital Management
Connecticut
$45.1M +$2.71M +58,244 +6%
AllianceBernstein
38
AllianceBernstein
Tennessee
$44.6M +$4.95M +106,509 +12%
IIM
39
Intact Investment Management
Quebec, Canada
$43.8M +$4.97M +107,023 +17%
Fiera Capital (Canada)
40
Fiera Capital (Canada)
Quebec, Canada
$42.7M -$2M -43,031 -4%
BCM
41
Barometer Capital Management
Ontario, Canada
$40.9M +$23M +494,291 +277%
Northern Trust
42
Northern Trust
Illinois
$40.5M +$3.1M +66,686 +8%
BAM
43
Burgundy Asset Management
Ontario, Canada
$39.8M -$99.8M -2,148,290 -70%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$38.5M -$205K -4,405 -0.5%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$37.9M +$576K +12,389 +1%
RFC
46
Russell Frank Company
Washington
$35.9M +$85.2K +1,833 +0.2%
Prudential Financial
47
Prudential Financial
New Jersey
$34.9M +$5.54M +119,173 +18%
Bank of Nova Scotia
48
Bank of Nova Scotia
Ontario, Canada
$33.2M -$7.44M -160,041 -17%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$32.2M -$1.2M -25,850 -3%
Public Sector Pension Investment Board (PSP Investments)
50
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$32.1M -$1.89M -40,672 -5%

TRI Hedge Fund Activity: Q4 2015 in Review

308 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2015, worth a combined $8.77B — down 6.1% from $9.34B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TRI positions and 25 closed out — a net gain of 10 holders — while 130 added to existing stakes and 96 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $192M. The largest seller was I.G. Investment Management, cutting an estimated $144M.

  • 308 institutional investors held Thomson Reuters (TRI) as of Q4 2015, up from 299 in Q3 2015.
  • Funds reported $8.77B of Thomson Reuters stock for Q4 2015, down 6.1% quarter-over-quarter.
  • 35 funds opened new Thomson Reuters positions in Q4 2015 and 25 closed out, a net change of +10 holders.
  • The largest Thomson Reuters buyer in Q4 2015 was Royal Bank of Canada, an estimated $192M added.
  • The largest Thomson Reuters seller in Q4 2015 was I.G. Investment Management, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2015.