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Thomson Reuters
TRI

315 hedge funds and large institutions have $9.01B invested in Thomson Reuters in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 122 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $2.88M

104% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6% more funds holding

Funds holding: 296 → 315 (+19)

2% more capital invested

Capital invested by funds: $8.81B → $9.01B (+$199M)

0.74% less ownership

Funds ownership: 24.76% → 24.01% (-0.74%)

17% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 122

Holders
315
Holders Change
+19
Holders Change %
+6.42%
% of All Funds
7.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
51
Increased
101
Reduced
122
Closed
25
Calls
$14.3M
Puts
$2.88M
Net Calls
+$11.4M
Net Calls Change
+$4.34M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$96.4M
2
Bank of America
Bank of America
North Carolina
+$93.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$53.6M
4
SI
Sentry Investments
Ontario, Canada
+$22.4M
5
Goldman Sachs
Goldman Sachs
New York
+$20.2M

Top Sellers

1
IGIM
I.G. Investment Management
Manitoba, Canada
-$199M
2
Invesco
Invesco
Georgia
-$143M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$65.3M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$63.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
51
Two Sigma Investments
New York
$27.7M -$340K -6,966 -1%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$27.6M +$503K +10,310 +2%
Bank of Nova Scotia
53
Bank of Nova Scotia
Ontario, Canada
$26.8M +$2.84M +58,173 +11%
ZIM
54
Zacks Investment Management
Illinois
$26.7M -$707K -14,483 -3%
HCM
55
Heathbridge Capital Management
Ontario, Canada
$25.5M -$294K -6,032 -1%
National Pension Service
56
National Pension Service
South Korea
$23.8M +$17M +349,314 New
Public Sector Pension Investment Board (PSP Investments)
57
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.8M +$349K +7,153 +2%
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$21.4M -$575K -11,788 -3%
First Trust Advisors
59
First Trust Advisors
Illinois
$20.7M +$2.08M +42,653 +12%
NIM
60
Nexus Investment Management
Ontario, Canada
$19.3M +$223K +4,567 +1%
Morgan Stanley
61
Morgan Stanley
New York
$18.7M -$7.1M -145,618 -28%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$18.6M -$1.28M -26,243 -7%
APG Asset Management
63
APG Asset Management
Netherlands
$17.6M -$13M -266,759 -42%
Axa
64
Axa
France
$17.1M -$1.03M -21,198 -6%
SC
65
Scotia Capital
Ontario, Canada
$14.5M +$1.3M +26,600 +10%
JP Morgan Chase
66
JP Morgan Chase
New York
$14.3M -$205K -4,204 -1%
TA
67
Teachers Advisors
New York
$14.1M +$850K +17,429 +7%
Mackenzie Financial
68
Mackenzie Financial
Ontario, Canada
$14M -$10.7M -218,741 -44%
AAF
69
Andra AP-fonden
Sweden
$13.8M -$992K -20,336 -9%
UBS Group
70
UBS Group
Switzerland
$13.7M -$1.29M -26,495 -9%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$13.2M +$587K +12,037 +5%
UCFA
72
United Capital Financial Advisors
Texas
$13M -$25.7K -527 -0.2%
PPA
73
Parametric Portfolio Associates
Washington
$12.7M +$1.37M +28,107 +13%
Citigroup
74
Citigroup
New York
$11.6M +$879K +18,014 +9%
BTS
75
BB&T Securities
Virginia
$10.7M -$345K -7,065 -3%
1 2
3
4 5

TRI Hedge Fund Activity: Q4 2016 in Review

315 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2016, worth a combined $9.01B — up 2.3% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new TRI positions and 25 closed out — a net gain of 26 holders — while 101 added to existing stakes and 122 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $96.4M. The largest seller was I.G. Investment Management, cutting an estimated $199M.

  • 315 institutional investors held Thomson Reuters (TRI) as of Q4 2016, up from 296 in Q3 2016.
  • Funds reported $9.01B of Thomson Reuters stock for Q4 2016, up 2.3% quarter-over-quarter.
  • 51 funds opened new Thomson Reuters positions in Q4 2016 and 25 closed out, a net change of +26 holders.
  • The largest Thomson Reuters buyer in Q4 2016 was Bank of Montreal, an estimated $96.4M added.
  • The largest Thomson Reuters seller in Q4 2016 was I.G. Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2016.