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Thomson Reuters

309 hedge funds and large institutions have $8.29B invested in Thomson Reuters in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 46

1% less funds holding

Funds holding: 311309 (-2)

1.29% less ownership

Funds ownership: 22.94%21.65% (-1.3%)

8% less capital invested

Capital invested by funds: $8.97B → $8.29B (-$679M)

13% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $12.1M

17% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 113

Holders
309
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
7.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
48
Increased
94
Reduced
113
Closed
46
Calls
$10.5M
Puts
$12.1M
Net Calls
-$1.58M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
MBI
26
Montrusco Bolton Investments
Quebec, Canada
$82.2M -$3.28M -61,427 -4%
Renaissance Technologies
27
Renaissance Technologies
New York
$73.8M -$11.4M -213,505 -13%
GCC
28
Guardian Capital (Canada)
Ontario, Canada
$70.5M -$13.8M -257,939 -16%
Legal & General Group
29
Legal & General Group
United Kingdom
$61.3M -$803K -15,048 -1%
Deutsche Bank
30
Deutsche Bank
Germany
$59.9M -$29.5M -552,422 -33%
Citadel Advisors
31
Citadel Advisors
Florida
$56.6M +$35M +656,156 +162%
RRAM
32
River Road Asset Management
Kentucky
$56M -$1.22M -22,876 -2%
Mackenzie Financial
33
Mackenzie Financial
Ontario, Canada
$51.6M +$35.7M +669,061 +223%
Parnassus Investments
34
Parnassus Investments
California
$50.9M -$322M -6,031,188 -86%
CIBC Asset Management
35
CIBC Asset Management
Ontario, Canada
$48.9M +$10.8M +202,970 +28%
Morgan Stanley
36
Morgan Stanley
New York
$48.9M +$22.6M +423,351 +86%
Toronto Dominion Bank
37
Toronto Dominion Bank
Ontario, Canada
$45.4M -$75.2M -1,409,571 -62%
Invesco
38
Invesco
Georgia
$44.5M +$891K +16,687 +2%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$43M -$225K -4,216 -0.5%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$41.4M +$41.5M +777,983 New
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40.6M -$2.74M -51,308 -6%
IIM
42
Intact Investment Management
Quebec, Canada
$40.5M +$7.07M +132,529 +28%
AQR Capital Management
43
AQR Capital Management
Connecticut
$39.6M -$17.2M -322,184 -30%
AllianceBernstein
44
AllianceBernstein
Tennessee
$37.4M +$489K +9,170 +1%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$37.3M +$4.12M +77,142 +12%
MWNA
46
Marshall Wace North America
New York
$33.6M +$28.6M +535,177 +569%
ZIM
47
Zacks Investment Management
Illinois
$32.8M +$412K +7,716 +1%
RJA
48
Raymond James & Associates
Florida
$32.1M -$2.28M -42,778 -7%
CS
49
Credit Suisse
Switzerland
$28.6M -$4M -74,933 -12%
HCM
50
Heathbridge Capital Management
Ontario, Canada
$27.8M +$837K +15,683 +3%

TRI Hedge Fund Activity: Q3 2017 in Review

309 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2017, worth a combined $8.29B — down 7.6% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TRI positions and 46 closed out — a net gain of 2 holders — while 94 added to existing stakes and 113 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $114M. The largest seller was Parnassus Investments, cutting an estimated $322M.

  • 309 institutional investors held Thomson Reuters (TRI) as of Q3 2017, down from 311 in Q2 2017.
  • Funds reported $8.29B of Thomson Reuters stock for Q3 2017, down 7.6% quarter-over-quarter.
  • 48 funds opened new Thomson Reuters positions in Q3 2017 and 46 closed out, a net change of +2 holders.
  • The largest Thomson Reuters buyer in Q3 2017 was Fidelity Investments, an estimated $114M added.
  • The largest Thomson Reuters seller in Q3 2017 was Parnassus Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2017.