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Thomson Reuters
TRI

315 hedge funds and large institutions have $9.01B invested in Thomson Reuters in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 122 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $2.88M

104% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6% more funds holding

Funds holding: 296 → 315 (+19)

2% more capital invested

Capital invested by funds: $8.81B → $9.01B (+$199M)

0.74% less ownership

Funds ownership: 24.76% → 24.01% (-0.74%)

17% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 122

Holders
315
Holders Change
+19
Holders Change %
+6.42%
% of All Funds
7.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
51
Increased
101
Reduced
122
Closed
25
Calls
$14.3M
Puts
$2.88M
Net Calls
+$11.4M
Net Calls Change
+$4.34M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$96.4M
2
Bank of America
Bank of America
North Carolina
+$93.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$53.6M
4
SI
Sentry Investments
Ontario, Canada
+$22.4M
5
Goldman Sachs
Goldman Sachs
New York
+$20.2M

Top Sellers

1
IGIM
I.G. Investment Management
Manitoba, Canada
-$199M
2
Invesco
Invesco
Georgia
-$143M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$65.3M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$63.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RRAM
26
River Road Asset Management
Kentucky
$66.1M +$1.34M +27,537 +2%
SI
27
Sentry Investments
Ontario, Canada
$63.6M +$22.4M +459,284 +97%
Legal & General Group
28
Legal & General Group
United Kingdom
$63.2M -$1.56M -31,939 -3%
BFA
29
BlackRock Fund Advisors
California
$59.8M +$3.14M +64,278 +6%
Goldman Sachs
30
Goldman Sachs
New York
$59.1M +$20.2M +413,909 +55%
Northern Trust
31
Northern Trust
Illinois
$52M +$11.8M +242,204 +31%
CS
32
Credit Suisse
Switzerland
$43.7M -$3.39M -69,388 -7%
AQR Capital Management
33
AQR Capital Management
Connecticut
$43.7M +$4.42M +90,592 +12%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$43.6M -$998K -20,463 -2%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$42.7M -$5.65M -115,852 -12%
AIMCA
36
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$42.4M -$6.87M -140,888 -18%
Invesco
37
Invesco
Georgia
$41.8M -$143M -2,938,148 -78%
TCIM
38
TIAA CREF Investment Management
New York
$40.5M -$1.65M -33,854 -4%
RJA
39
Raymond James & Associates
Florida
$39.5M +$1.27M +26,120 +3%
AllianceBernstein
40
AllianceBernstein
Tennessee
$38.9M -$10.8M -221,701 -22%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$37.1M +$4.26M +87,295 +14%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$34.6M -$761K -15,596 -2%
IIM
43
Intact Investment Management
Quebec, Canada
$32.6M +$7.75M +158,897 +50%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$31.3M +$30M +614,611 New
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$31.2M -$1.56M -31,979 -5%
Credit Agricole
46
Credit Agricole
France
$31M -$4M -81,978 -12%
MAM
47
Martingale Asset Management
Massachusetts
$30.9M +$3.38M +69,350 +13%
Wells Fargo
48
Wells Fargo
California
$30.7M +$16.5M +337,640 +127%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$28.1M -$694K -14,218 -3%
Deutsche Bank
50
Deutsche Bank
Germany
$28.1M -$585K -11,991 -2%
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TRI Hedge Fund Activity: Q4 2016 in Review

315 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2016, worth a combined $9.01B — up 2.3% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new TRI positions and 25 closed out — a net gain of 26 holders — while 101 added to existing stakes and 122 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $96.4M. The largest seller was I.G. Investment Management, cutting an estimated $199M.

  • 315 institutional investors held Thomson Reuters (TRI) as of Q4 2016, up from 296 in Q3 2016.
  • Funds reported $9.01B of Thomson Reuters stock for Q4 2016, up 2.3% quarter-over-quarter.
  • 51 funds opened new Thomson Reuters positions in Q4 2016 and 25 closed out, a net change of +26 holders.
  • The largest Thomson Reuters buyer in Q4 2016 was Bank of Montreal, an estimated $96.4M added.
  • The largest Thomson Reuters seller in Q4 2016 was I.G. Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2016.