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Thomson Reuters
TRI

273 hedge funds and large institutions have $9.53B invested in Thomson Reuters in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

4% more funds holding

Funds holding: 262 → 273 (+11)

4% more capital invested

Capital invested by funds: $9.14B → $9.53B (+$386M)

0.82% less ownership

Funds ownership: 27.17% → 26.35% (-0.82%)

2% less call options, than puts

Call options by funds: $22M | Put options by funds: $22.5M

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

15% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 112

Holders
273
Holders Change
+11
Holders Change %
+4.2%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
34
Increased
95
Reduced
112
Closed
21
Calls
$22M
Puts
$22.5M
Net Calls
-$438K
Net Calls Change
-$21M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$126M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$67M
3
Renaissance Technologies
Renaissance Technologies
New York
+$39.5M
4
Goldman Sachs
Goldman Sachs
New York
+$30.2M
5
Morgan Stanley
Morgan Stanley
New York
+$19.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$77.7M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
-$60.4M
4
RIM
RS Investment Management
California
-$39.6M
5
Invesco
Invesco
Georgia
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Massachusetts Financial Services
51
Massachusetts Financial Services
Massachusetts
$26.4M -$3.29M -77,199 -11%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$25.6M +$173K +4,050 +0.7%
1832 Asset Management
53
1832 Asset Management
Ontario, Canada
$24.7M +$17.4M +408,329 +266%
APG Asset Management
54
APG Asset Management
Netherlands
$22.6M – – –
HCM
55
Heathbridge Capital Management
Ontario, Canada
$22.5M +$118K +2,758 +0.5%
SRAIM
56
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$22.2M -$1.37M -32,068 -6%
DCLA
57
Douglas C. Lane & Associates
New York
$20.7M -$410K -9,599 -2%
VFAM
58
Valley Forge Asset Management
Pennsylvania
$20.3M -$14.9M -349,854 -43%
State Board of Administration of Florida Retirement System
59
State Board of Administration of Florida Retirement System
Florida
$19.3M +$817K +19,145 +5%
BNP Paribas Asset Management
60
BNP Paribas Asset Management
France
$18M -$12M -282,070 -41%
BONST
61
Bank of Nova Scotia Trust
Ontario, Canada
$17.7M +$40.9K +958 +0.2%
NIM
62
Nexus Investment Management
Ontario, Canada
$17.6M -$892K -20,896 -5%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$17.1M -$282K -6,618 -2%
RJA
64
Raymond James & Associates
Florida
$16.9M +$1.16M +27,267 +8%
VRS
65
Virginia Retirement Systems
Virginia
$16.2M -$118K -2,757 -0.7%
CPS
66
Counsel Portfolio Services
Ontario, Canada
$15M -$816K -19,129 -5%
Vanguard Group
67
Vanguard Group
Pennsylvania
$14.1M +$276K +6,463 +2%
AC
68
Addenda Capital
Quebec, Canada
$14M -$5.74M -134,451 -30%
BUB
69
BBVA USA Bancshares
Texas
$13.7M +$517K +12,120 +4%
OTPPB
70
Ontario Teachers' Pension Plan Board
Ontario, Canada
$13.2M -$16.9M -395,267 -57%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$12.9M -$1.01M -23,576 -7%
Canada Pension Plan Investment Board
72
Canada Pension Plan Investment Board
Ontario, Canada
$11.8M +$2.44M +57,216 +27%
CIBC Asset Management
73
CIBC Asset Management
Ontario, Canada
$10.6M -$161K -3,773 -2%
EPCM
74
Eton Park Capital Management
New York
$9.93M +$9.65M +226,196 New
Millennium Management
75
Millennium Management
New York
$9.62M +$6.51M +152,601 +230%
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TRI Hedge Fund Activity: Q4 2013 in Review

273 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2013, worth a combined $9.53B — up 4.2% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TRI positions and 21 closed out — a net gain of 13 holders — while 95 added to existing stakes and 112 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $112M.

  • 273 institutional investors held Thomson Reuters (TRI) as of Q4 2013, up from 262 in Q3 2013.
  • Funds reported $9.53B of Thomson Reuters stock for Q4 2013, up 4.2% quarter-over-quarter.
  • 34 funds opened new Thomson Reuters positions in Q4 2013 and 21 closed out, a net change of +13 holders.
  • The largest Thomson Reuters buyer in Q4 2013 was Credit Suisse, an estimated $126M added.
  • The largest Thomson Reuters seller in Q4 2013 was Fidelity Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2013.