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Thomson Reuters

313 hedge funds and large institutions have $8.01B invested in Thomson Reuters in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $13.8M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

1% more funds holding

Funds holding: 309313 (+4)

0.45% more ownership

Funds ownership: 21.65%22.1% (+0.45%)

3% less capital invested

Capital invested by funds: $8.29B → $8.01B (-$277M)

9% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 107

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
313
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
49
Increased
97
Reduced
107
Closed
42
Calls
$21.5M
Puts
$13.8M
Net Calls
+$7.69M
Net Calls Change
+$9.27M
Name Holding Trade Value Shares
Change
Change in
Stake
MWNA
26
Marshall Wace North America
New York
$73.3M +$42.8M +818,183 +130%
Canada Life
27
Canada Life
Manitoba, Canada
$72.1M -$10.4M -198,402 -12%
Legal & General Group
28
Legal & General Group
United Kingdom
$56.1M -$2.52M -48,205 -4%
Deutsche Bank
29
Deutsche Bank
Germany
$52.1M -$4.96M -94,826 -8%
RRAM
30
River Road Asset Management
Kentucky
$52.1M -$1.18M -22,636 -2%
Millennium Management
31
Millennium Management
New York
$52M -$50M -956,054 -48%
IIM
32
Intact Investment Management
Quebec, Canada
$50.2M +$9.41M +179,922 +29%
Parnassus Investments
33
Parnassus Investments
California
$48.4M
Toronto Dominion Bank
34
Toronto Dominion Bank
Ontario, Canada
$46.6M +$3.4M +65,069 +8%
Renaissance Technologies
35
Renaissance Technologies
New York
$42.8M -$28.3M -540,480 -39%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41.5M +$3.01M +57,555 +8%
Two Sigma Investments
37
Two Sigma Investments
New York
$41.1M +$32M +611,218 +304%
Invesco
38
Invesco
Georgia
$41M -$1.25M -23,956 -3%
Sumitomo Mitsui Trust Group
39
Sumitomo Mitsui Trust Group
Japan
$39.6M -$1.46M -27,988 -3%
AllianceBernstein
40
AllianceBernstein
Tennessee
$39.2M +$3.82M +73,024 +10%
Neuberger Berman Group
41
Neuberger Berman Group
New York
$38.6M +$12.9M +247,078 +48%
ZIM
42
Zacks Investment Management
Illinois
$31.6M +$470K +8,980 +1%
RJA
43
Raymond James & Associates
Florida
$30.6M +$122K +2,326 +0.4%
Bank of Nova Scotia
44
Bank of Nova Scotia
Ontario, Canada
$30.3M +$9.5M +181,639 +44%
Morgan Stanley
45
Morgan Stanley
New York
$28.7M -$18.4M -351,489 -38%
Fiera Capital (Canada)
46
Fiera Capital (Canada)
Quebec, Canada
$28.1M +$7.46M +142,706 +35%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$27.4M -$8.26M -157,868 -23%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.4M +$1.51M +28,811 +6%
HCM
49
Heathbridge Capital Management
Ontario, Canada
$26.9M +$550K +10,513 +2%
CS
50
Credit Suisse
Switzerland
$26.6M -$620K -11,859 -2%

TRI Hedge Fund Activity: Q4 2017 in Review

313 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2017, worth a combined $8.01B — down 3.3% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TRI positions and 42 closed out — a net gain of 7 holders — while 97 added to existing stakes and 107 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $512M. The largest seller was Wellington Management Group, cutting an estimated $158M.

  • 313 institutional investors held Thomson Reuters (TRI) as of Q4 2017, up from 309 in Q3 2017.
  • Funds reported $8.01B of Thomson Reuters stock for Q4 2017, down 3.3% quarter-over-quarter.
  • 49 funds opened new Thomson Reuters positions in Q4 2017 and 42 closed out, a net change of +7 holders.
  • The largest Thomson Reuters buyer in Q4 2017 was Mackenzie Financial, an estimated $512M added.
  • The largest Thomson Reuters seller in Q4 2017 was Wellington Management Group, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2017.