We are live on ! Find out more
TRI icon

Thomson Reuters

270 hedge funds and large institutions have $8.97B invested in Thomson Reuters in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $3.89M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0.83% less ownership

Funds ownership: 27.19%26.35% (-0.83%)

4% less capital invested

Capital invested by funds: $9.32B → $8.97B (-$357M)

1% less funds holding

Funds holding: 274270 (-4)

10% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 110

Holders
270
Holders Change
-4
Holders Change %
-1.46%
% of All Funds
7.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
22
Increased
99
Reduced
110
Closed
22
Calls
$14.3M
Puts
$3.89M
Net Calls
+$10.4M
Net Calls Change
+$3.26M
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Heathbridge Capital Management
Ontario, Canada
$24.2M +$52.2K +1,207 +0.2%
DCLA
52
Douglas C. Lane & Associates
New York
$23.7M +$2.07M +47,760 +9%
Millennium Management
53
Millennium Management
New York
$23.1M +$633K +14,640 +3%
BNP Paribas Asset Management
54
BNP Paribas Asset Management
France
$21.5M -$786K -18,175 -3%
RFC
55
Russell Frank Company
Washington
$21M +$903K +20,877 +4%
BONST
56
Bank of Nova Scotia Trust
Ontario, Canada
$20.6M -$513K -11,852 -2%
RJA
57
Raymond James & Associates
Florida
$20.4M +$1.4M +32,280 +7%
SC
58
Scotia Capital
Ontario, Canada
$19.8M -$1.33M -30,852 -6%
Morgan Stanley
59
Morgan Stanley
New York
$18.2M +$3.53M +81,487 +23%
State Board of Administration of Florida Retirement System
60
State Board of Administration of Florida Retirement System
Florida
$18.1M +$3.37K +78 +0%
VRS
61
Virginia Retirement Systems
Virginia
$17.4M -$29.8K -689 -0.2%
SRAIM
62
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$16.6M -$2.27M -52,411 -12%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$16.4M -$247K -5,721 -1%
Adage Capital Partners
64
Adage Capital Partners
Massachusetts
$16.4M +$16.8M +387,764 New
NIM
65
Nexus Investment Management
Ontario, Canada
$15.2M -$54.1K -1,250 -0.3%
Mackenzie Financial
66
Mackenzie Financial
Ontario, Canada
$15M -$1.46M -33,818 -9%
Citadel Advisors
67
Citadel Advisors
Florida
$14.3M +$10.3M +239,091 +239%
BUB
68
BBVA USA Bancshares
Texas
$14.2M +$240K +5,549 +2%
VFAM
69
Valley Forge Asset Management
Pennsylvania
$13.6M -$2.76M -63,738 -16%
Two Sigma Investments
70
Two Sigma Investments
New York
$12.1M +$12.4M +286,285 New
AC
71
Addenda Capital
Quebec, Canada
$12M +$521K +12,055 +4%
RhumbLine Advisers
72
RhumbLine Advisers
Massachusetts
$11.9M +$46.4K +1,072 +0.4%
QI
73
QS Investors
New York
$11.9M +$11.6M +267,446 +2,049%
Renaissance Technologies
74
Renaissance Technologies
New York
$11.4M -$7.06M -163,292 -38%
CIBC Asset Management
75
CIBC Asset Management
Ontario, Canada
$9.88M -$841K -19,447 -8%

TRI Hedge Fund Activity: Q3 2014 in Review

270 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2014, worth a combined $8.97B — down 3.8% from $9.32B a quarter earlier.

Fund positioning in TRI was balanced in Q3 2014: 22 funds opened new positions, 22 closed out, 99 added to existing stakes and 110 trimmed.

The largest buyer was I.G. Investment Management, adding an estimated $54.4M. The largest seller was Bank of Montreal, cutting an estimated $202M.

  • 270 institutional investors held Thomson Reuters (TRI) as of Q3 2014, down from 274 in Q2 2014.
  • Funds reported $8.97B of Thomson Reuters stock for Q3 2014, down 3.8% quarter-over-quarter.
  • 22 funds opened new Thomson Reuters positions in Q3 2014 and 22 closed out, a net change of 0 holders.
  • The largest Thomson Reuters buyer in Q3 2014 was I.G. Investment Management, an estimated $54.4M added.
  • The largest Thomson Reuters seller in Q3 2014 was Bank of Montreal, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2014.