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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
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$9.87M -$162K -3,750 -2%
JP Morgan Chase
77
JP Morgan Chase
New York
$9.54M +$442K +10,207 +5%
TA
78
Teachers Advisors
New York
$9.22M +$368K +8,518 +4%
First Trust Advisors
79
First Trust Advisors
Illinois
$8.73M +$2.48M +57,281 +38%
Deutsche Bank
80
Deutsche Bank
Germany
$8.72M -$4.52M -104,603 -34%
NC
81
Nicholas Company
Wisconsin
$8.65M
CC
82
Carlson Capital
Texas
$8.23M -$6.04M -139,626 -42%
SO
83
STRS Ohio
Ohio
$7.97M
CPS
84
Counsel Portfolio Services
Ontario, Canada
$7.95M -$5.58M -129,076 -41%
Primecap Management
85
Primecap Management
California
$7.28M
STI
86
Susquehanna Trust & Investment
Pennsylvania
$7.13M -$253K -5,843 -3%
GCAC
87
Guardian Capital Advisors (Canada)
Ontario, Canada
$6.96M +$77.2K +1,785 +1%
VIMU
88
Veritas Investment Management (UK)
United Kingdom
$6.87M -$315K -7,274 -40%
HSBC Holdings
89
HSBC Holdings
United Kingdom
$6.65M +$1.46M +33,806 +27%
PPA
90
Parametric Portfolio Associates
Washington
$6.09M -$1.25M -28,907 -17%
AAM
91
Aston Asset Management
Illinois
$5.95M -$107K -2,481 -2%
Aviva
92
Aviva
United Kingdom
$5.92M -$23.2K -537 -0.4%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$5.9M -$126K -2,920 -2%
Geode Capital Management
94
Geode Capital Management
Massachusetts
$5.83M -$20.8K -481 -0.3%
CCT
95
Country Club Trust
Missouri
$5.8M +$162K +3,749 +3%
CGI
96
CI Global Investments
California
$5.46M +$5.59M +129,255 New
PAMU
97
Pictet Asset Management (UK)
United Kingdom
$5.42M -$3M -69,367 -35%
FSA
98
Franklin Street Advisors
North Carolina
$5.29M +$1.85M +42,718 +52%
MTB
99
Mizuho Trust & Banking
Japan
$5.18M +$14.9K +345 +0.3%
Wells Fargo
100
Wells Fargo
California
$5.17M -$1.6K -37 -0%

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.