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Thomson Reuters

384 hedge funds and large institutions have $11B invested in Thomson Reuters in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 19.57%19.64% (+0.07%)

3% less capital invested

Capital invested by funds: $11.3B → $11B (-$338M)

4% less funds holding

Funds holding: 398384 (-14)

13% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $37.2M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 48

22% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 152

Holders
384
Holders Change
-14
Holders Change %
-3.52%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
119
Reduced
152
Closed
48
Calls
$32.3M
Puts
$37.2M
Net Calls
-$4.91M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$63.5M +$5.31M +47,545 +9%
Massachusetts Financial Services
27
Massachusetts Financial Services
Massachusetts
$62.8M -$2.5M -22,415 -4%
National Bank of Canada
28
National Bank of Canada
Quebec, Canada
$62.3M +$11.3M +101,174 +23%
BlackRock
29
BlackRock
New York
$61M +$6.06M +54,287 +11%
BCIM
30
British Columbia Investment Management
British Columbia, Canada
$53.4M +$51.2M +458,935 +5,493%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$52.9M -$1.56M -13,969 -3%
AIMCA
32
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$52.6M +$2.43M +21,734 +5%
Morgan Stanley
33
Morgan Stanley
New York
$52.2M -$5.18M -46,423 -9%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$51.8M -$26.2M -234,834 -34%
Amundi
35
Amundi
France
$49.8M +$170K +1,525 +0.4%
IIM
36
Intact Investment Management
Quebec, Canada
$49.5M +$11.7M +104,872 +43%
Millennium Management
37
Millennium Management
New York
$46.3M +$35M +313,325 +346%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$45.7M -$1.33M -11,882 -3%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$45.1M -$2.68M -23,996 -6%
Goldman Sachs
40
Goldman Sachs
New York
$44.2M +$1.15M +10,279 +3%
PPA
41
Parametric Portfolio Associates
Washington
$42.3M -$740K -6,625 -2%
CS
42
Credit Suisse
Switzerland
$40.3M +$2.44M +21,868 +7%
PI
43
Putnam Investments
Massachusetts
$38.6M -$7.85M -70,324 -17%
TWC
44
TD Waterhouse Canada
Ontario, Canada
$34.2M -$4.37M -39,112 -14%
Two Sigma Investments
45
Two Sigma Investments
New York
$32.8M +$26.9M +240,780 +530%
CIBC Asset Management
46
CIBC Asset Management
Ontario, Canada
$31.8M -$443K -3,971 -1%
Wells Fargo
47
Wells Fargo
California
$31.3M +$3.19M +28,556 +12%
Renaissance Technologies
48
Renaissance Technologies
New York
$30.4M +$2.31M +20,690 +8%
UCFA
49
United Capital Financial Advisors
Texas
$28.7M +$106K +949 +0.4%
Canada Life
50
Canada Life
Manitoba, Canada
$26.9M -$968K -8,671 -4%

TRI Hedge Fund Activity: Q1 2022 in Review

384 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2022, worth a combined $11B — down 3% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TRI and 40 opened new positions — a net loss of 8 holders — while 152 trimmed existing stakes and 119 added.

The largest buyer was Mackenzie Financial, adding an estimated $303M. The largest seller was Fidelity Investments, cutting an estimated $224M.

  • 384 institutional investors held Thomson Reuters (TRI) as of Q1 2022, down from 398 in Q4 2021.
  • Funds reported $11B of Thomson Reuters stock for Q1 2022, down 3% quarter-over-quarter.
  • 40 funds opened new Thomson Reuters positions in Q1 2022 and 48 closed out, a net change of -8 holders.
  • The largest Thomson Reuters buyer in Q1 2022 was Mackenzie Financial, an estimated $303M added.
  • The largest Thomson Reuters seller in Q1 2022 was Fidelity Investments, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2022.