Thomson Reuters
TRI
398 hedge funds and large institutions have $11.3B invested in Thomson Reuters in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 139 reducing their positions, and 45 closing their positions.
38% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 45
3% more funds holding
Funds holding: 387 → 398 (+11)
0.62% less ownership
Funds ownership: 20.2% → 19.57% (-0.62%)
5% less capital invested
Capital invested by funds: $11.9B → $11.3B (-$577M)
12% less repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 139
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
40% less call options, than puts
Call options by funds: $35.5M | Put options by funds: $58.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS AM
Chicago,
Illinois
|
+$135M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$83.5M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$82.1M |
| 4 |
HAM
Honeycomb Asset Management
New York
|
+$35.5M |
| 5 |
ClearBridge Investments
New York
|
+$33.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$194M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$189M |
| 3 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$114M |
| 4 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$109M |
| 5 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$72.7M |
TRI Hedge Fund Activity: Q4 2021 in Review
398 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2021, worth a combined $11.3B — down 4.9% from $11.9B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new TRI positions and 45 closed out — a net gain of 17 holders — while 122 added to existing stakes and 139 trimmed.
The largest buyer was UBS AM, adding an estimated $135M. The largest seller was Fidelity International, cutting an estimated $194M.
- 398 institutional investors held Thomson Reuters (TRI) as of Q4 2021, up from 387 in Q3 2021.
- Funds reported $11.3B of Thomson Reuters stock for Q4 2021, down 4.9% quarter-over-quarter.
- 62 funds opened new Thomson Reuters positions in Q4 2021 and 45 closed out, a net change of +17 holders.
- The largest Thomson Reuters buyer in Q4 2021 was UBS AM, an estimated $135M added.
- The largest Thomson Reuters seller in Q4 2021 was Fidelity International, an estimated $194M sold.
Based on aggregated 13F filings for Q4 2021.