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Thomson Reuters

371 hedge funds and large institutions have $11.1B invested in Thomson Reuters in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 126 increasing their positions, 125 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

454% more call options, than puts

Call options by funds: $94M | Put options by funds: $17M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

23% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 35

16% more capital invested

Capital invested by funds: $9.62B → $11.1B (+$1.51B)

2% more funds holding

Funds holding: 364371 (+7)

1% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 125

0.41% more ownership

Funds ownership: 20.71%21.12% (+0.41%)

Holders
371
Holders Change
+7
Holders Change %
+1.92%
% of All Funds
6.46%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
43
Increased
126
Reduced
125
Closed
35
Calls
$94M
Puts
$17M
Net Calls
+$77M
Net Calls Change
+$16.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Asset Management
26
CIBC Asset Management
Ontario, Canada
$59.9M +$1.81M +18,034 +3%
First Trust Advisors
27
First Trust Advisors
Illinois
$59.4M -$5.83M -58,152 -9%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$56.6M -$1.55M -15,439 -3%
JCM
29
Junto Capital Management
New York
$56M +$53.6M +534,641 New
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$54M -$2.92M -29,118 -5%
Two Sigma Investments
31
Two Sigma Investments
New York
$53.2M -$12.3M -123,126 -19%
Goldman Sachs
32
Goldman Sachs
New York
$52.9M -$4.95M -49,337 -9%
BlackRock
33
BlackRock
New York
$52.4M +$6.65M +66,326 +15%
WP
34
Woodline Partners
California
$50.2M +$13.7M +136,232 +40%
CS
35
Credit Suisse
Switzerland
$45.4M +$16.7M +166,507 +62%
Amundi
36
Amundi
France
$44.5M +$42.6M +425,144 New
Geode Capital Management
37
Geode Capital Management
Massachusetts
$42.2M +$4.02M +40,093 +11%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$40.2M -$3.87M -38,656 -9%
PPA
39
Parametric Portfolio Associates
Washington
$40.1M +$5.72M +57,058 +17%
IIM
40
Intact Investment Management
Quebec, Canada
$39.2M -$16.3M -162,235 -35%
AIMCA
41
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$39.1M -$1.73M -17,244 -4%
PI
42
Putnam Investments
Massachusetts
$35.4M -$9.13M -91,067 -21%
Morgan Stanley
43
Morgan Stanley
New York
$34.1M -$5.45M -54,393 -14%
Northern Trust
44
Northern Trust
Illinois
$33.9M -$7.34M -73,201 -18%
Adage Capital Partners
45
Adage Capital Partners
Massachusetts
$33.3M +$31.9M +317,940 New
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$32.5M +$1.02M +10,157 +3%
Deutsche Bank
47
Deutsche Bank
Germany
$32.3M +$10.1M +101,005 +49%
MBI
48
Montrusco Bolton Investments
Quebec, Canada
$31.8M -$713K -7,111 -2%
ESCM
49
Echo Street Capital Management
New York
$30.9M -$77.6M -774,535 -72%
UCFA
50
United Capital Financial Advisors
Texas
$27.5M +$515K +5,136 +2%

TRI Hedge Fund Activity: Q2 2021 in Review

371 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2021, worth a combined $11.1B — up 16% from $9.62B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new TRI positions and 35 closed out — a net gain of 8 holders — while 126 added to existing stakes and 125 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $148M. The largest seller was Echo Street Capital Management, cutting an estimated $77.6M.

  • 371 institutional investors held Thomson Reuters (TRI) as of Q2 2021, up from 364 in Q1 2021.
  • Funds reported $11.1B of Thomson Reuters stock for Q2 2021, up 16% quarter-over-quarter.
  • 43 funds opened new Thomson Reuters positions in Q2 2021 and 35 closed out, a net change of +8 holders.
  • The largest Thomson Reuters buyer in Q2 2021 was Bank of Montreal, an estimated $148M added.
  • The largest Thomson Reuters seller in Q2 2021 was Echo Street Capital Management, an estimated $77.6M sold.

Based on aggregated 13F filings for Q2 2021.