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Thomson Reuters
TRI

324 hedge funds and large institutions have $7.08B invested in Thomson Reuters in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 48

2% more capital invested

Capital invested by funds: $6.96B → $7.08B (+$120M)

1% more funds holding

Funds holding: 321 → 324 (+3)

0.39% more ownership

Funds ownership: 19.42% → 19.8% (+0.39%)

2% less call options, than puts

Call options by funds: $45.5M | Put options by funds: $46.6M

14% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 118

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

Holders
324
Holders Change
+3
Holders Change %
+0.93%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
52
Increased
101
Reduced
118
Closed
48
Calls
$45.5M
Puts
$46.6M
Net Calls
-$1.16M
Net Calls Change
+$18.2M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$95M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$78.2M
3
ESCM
Echo Street Capital Management
New York
+$70.6M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$69.6M
5
Bank of America
Bank of America
North Carolina
+$66.4M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$72M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$62.2M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$51.4M
4
SC
Samlyn Capital
New York
-$50M
5
Invesco
Invesco
Georgia
-$39.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$19.9M -$1.48M -20,481 -7%
UCFA
52
United Capital Financial Advisors
Texas
$18.6M -$152K -2,103 -0.8%
CAM
53
Cidel Asset Management
Ontario, Canada
$18.3M -$2.53M -34,954 -12%
HCM
54
Hilton Capital Management
New York
$16.2M -$269K -3,721 -2%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$15.3M +$1.75M +24,172 +13%
BCIM
56
British Columbia Investment Management
British Columbia, Canada
$15.3M +$11M +152,025 +248%
Bessemer Group
57
Bessemer Group
New Jersey
$14.7M +$221K +3,052 +2%
Allianz Asset Management
58
Allianz Asset Management
Germany
$12.5M +$5.3M +73,271 +72%
Public Sector Pension Investment Board (PSP Investments)
59
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.4M -$1.21M -16,770 -9%
PCM
60
Prana Capital Management
Connecticut
$12.2M +$8.41M +116,244 +215%
Barclays
61
Barclays
United Kingdom
$11.6M -$2.89M -39,929 -20%
CIBC Asset Management
62
CIBC Asset Management
Ontario, Canada
$10.8M +$678K +9,377 +7%
OCM
63
Oribel Capital Management
New York
$10.8M +$8.99M +124,234 +464%
Voloridge Investment Management
64
Voloridge Investment Management
Florida
$10.8M +$7.7M +106,521 +241%
State of Wisconsin Investment Board
65
State of Wisconsin Investment Board
Wisconsin
$9.92M -$4.34M -59,949 -30%
BONST
66
Bank of Nova Scotia Trust
Ontario, Canada
$9.64M +$331K +4,573 +4%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$9.35M – – –
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$9.07M -$9.22M -127,511 -50%
LC
69
Lunia Capital
Texas
$8.98M -$1.16M -16,040 -11%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$8.65M +$177K +2,450 +2%
Truist Financial
71
Truist Financial
North Carolina
$8.47M -$9.49M -131,233 -53%
EVM
72
Eaton Vance Management
Massachusetts
$8.25M +$8.33M +115,180 New
Citigroup
73
Citigroup
New York
$8.13M +$3.42M +47,254 +71%
Jane Street
74
Jane Street
New York
$7.81M +$7.2M +99,611 +1,057%
Millennium Management
75
Millennium Management
New York
$7.66M -$7.12M -98,475 -48%
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TRI Hedge Fund Activity: Q2 2020 in Review

324 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2020, worth a combined $7.08B — up 1.7% from $6.96B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new TRI positions and 48 closed out — a net gain of 4 holders — while 101 added to existing stakes and 118 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $95M. The largest seller was Fidelity International, cutting an estimated $72M.

  • 324 institutional investors held Thomson Reuters (TRI) as of Q2 2020, up from 321 in Q1 2020.
  • Funds reported $7.08B of Thomson Reuters stock for Q2 2020, up 1.7% quarter-over-quarter.
  • 52 funds opened new Thomson Reuters positions in Q2 2020 and 48 closed out, a net change of +4 holders.
  • The largest Thomson Reuters buyer in Q2 2020 was Mackenzie Financial, an estimated $95M added.
  • The largest Thomson Reuters seller in Q2 2020 was Fidelity International, an estimated $72M sold.

Based on aggregated 13F filings for Q2 2020.