We are live on ! Find out more
TRI icon

Thomson Reuters

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: 262273 (+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: 109 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
PAMU
76
Pictet Asset Management (UK)
United Kingdom
$9.46M -$154K -3,619 -2%
SO
77
STRS Ohio
Ohio
$9.35M +$434K +10,168 +5%
TA
78
Teachers Advisors
New York
$8.97M +$204K +4,778 +2%
NC
79
Nicholas Company
Wisconsin
$8.96M -$36.8K -862 -0.4%
Credit Agricole
80
Credit Agricole
France
$8.67M +$4.94M +115,795 +142%
First Trust Advisors
81
First Trust Advisors
Illinois
$8.35M -$1.63M -38,140 -17%
VIMU
82
Veritas Investment Management (UK)
United Kingdom
$7.89M -$171K -4,007 -22%
STI
83
Susquehanna Trust & Investment
Pennsylvania
$7.88M -$997K -23,373 -12%
MTB
84
Mizuho Trust & Banking
Japan
$7.58M -$12.4M -291,000 -64%
Primecap Management
85
Primecap Management
California
$7.56M
Los Angeles Capital Management
86
Los Angeles Capital Management
California
$7.56M -$1.36M -31,822 -16%
CC
87
Carlson Capital
Texas
$7.42M -$6.04M -141,611 -46%
JP Morgan Chase
88
JP Morgan Chase
New York
$7.09M +$137K +3,208 +2%
MAA
89
Managed Account Advisors
New Jersey
$7.09M +$752K +17,613 +12%
KP
90
Kiltearn Partners
United Kingdom
$7.04M +$6.85M +160,534 New
FCI
91
Financial Counselors Inc
Kansas
$6.82M +$36.5K +855 +0.6%
Citigroup
92
Citigroup
New York
$6.4M -$1.52M -35,669 -20%
PPA
93
Parametric Portfolio Associates
Washington
$6.26M -$12.9K -303 -0.2%
AAM
94
Aston Asset Management
Illinois
$6.14M +$199K +4,664 +3%
First Manhattan
95
First Manhattan
New York
$6.1M -$73.6K -1,724 -1%
Geode Capital Management
96
Geode Capital Management
Massachusetts
$6.09M +$3.41M +80,021 +136%
Neuberger Berman Group
97
Neuberger Berman Group
New York
$6.07M -$701K -16,432 -11%
ACI
98
AMP Capital Investors
Australia
$6.04M +$3.12M +73,004 +115%
Aviva
99
Aviva
United Kingdom
$5.93M +$158K +3,707 +3%
AIMCA
100
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.84M -$16M -376,045 -75%

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.