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Thomson Reuters
TRI

288 hedge funds and large institutions have $10.1B invested in Thomson Reuters in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 106 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

497% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $2.9M

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

13% more capital invested

Capital invested by funds: $8.97B → $10.1B (+$1.16B)

7% more funds holding

Funds holding: 270 → 288 (+18)

0.06% more ownership

Funds ownership: 26.35% → 26.41% (+0.06%)

2% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 108

Holders
288
Holders Change
+18
Holders Change %
+6.67%
% of All Funds
7.68%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
37
Increased
106
Reduced
108
Closed
16
Calls
$17.3M
Puts
$2.9M
Net Calls
+$14.4M
Net Calls Change
+$4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$77.5M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$52.6M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$40.5M
4
CGI
CI Global Investments
California
+$31M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$30.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$104M
2
Invesco
Invesco
Georgia
-$50.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$31.6M
4
Millennium Management
Millennium Management
New York
-$23.8M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$20.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$13.3M +$92.7K +2,094 +0.7%
Mackenzie Financial
77
Mackenzie Financial
Ontario, Canada
$12.6M -$3.88M -87,568 -25%
JP Morgan Chase
78
JP Morgan Chase
New York
$12.3M +$1.67M +37,732 +17%
CC
79
Carlson Capital
Texas
$11.2M +$2.01M +45,423 +23%
Los Angeles Capital Management
80
Los Angeles Capital Management
California
$10.9M -$10.5K -237 -0.1%
TA
81
Teachers Advisors
New York
$10.6M +$381K +8,601 +4%
First Trust Advisors
82
First Trust Advisors
Illinois
$10.5M +$776K +17,520 +8%
SAM
83
Shell Asset Management
Netherlands
$10.3M +$4.19M +94,650 +100%
NC
84
Nicholas Company
Wisconsin
$9.59M – – –
D.E. Shaw & Co
85
D.E. Shaw & Co
New York
$9.23M +$7.69M +173,545 +735%
SO
86
STRS Ohio
Ohio
$8.63M -$192K -4,337 -2%
Primecap Management
87
Primecap Management
California
$8.07M – – –
STI
88
Susquehanna Trust & Investment
Pennsylvania
$7.84M -$62.8K -1,418 -0.8%
CIBC Asset Management
89
CIBC Asset Management
Ontario, Canada
$7.8M -$2.99M -67,465 -29%
GCAC
90
Guardian Capital Advisors (Canada)
Ontario, Canada
$7.71M -$4.43K -100 -0.1%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$7.58M +$189K +4,261 +3%
Wells Fargo
92
Wells Fargo
California
$7.48M +$1.65M +37,236 +30%
PAMU
93
Pictet Asset Management (UK)
United Kingdom
$7.34M +$1.26M +28,436 +22%
Arrowstreet Capital
94
Arrowstreet Capital
Massachusetts
$6.98M +$6.58M +148,553 New
PPA
95
Parametric Portfolio Associates
Washington
$6.95M +$189K +4,268 +3%
CPS
96
Counsel Portfolio Services
Ontario, Canada
$6.83M -$1.87M -42,295 -22%
Geode Capital Management
97
Geode Capital Management
Massachusetts
$6.61M +$145K +3,266 +2%
AIMCA
98
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$6.58M +$2.46M +55,493 +85%
Aviva
99
Aviva
United Kingdom
$6.54M -$1.37K -31 -0%
Neuberger Berman Group
100
Neuberger Berman Group
New York
$6.5M -$35.1K -793 -0.6%
2 3
4
5 6

TRI Hedge Fund Activity: Q4 2014 in Review

288 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2014, worth a combined $10.1B — up 13% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TRI positions and 16 closed out — a net gain of 21 holders — while 106 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $77.5M. The largest seller was Bank of America, cutting an estimated $104M.

  • 288 institutional investors held Thomson Reuters (TRI) as of Q4 2014, up from 270 in Q3 2014.
  • Funds reported $10.1B of Thomson Reuters stock for Q4 2014, up 13% quarter-over-quarter.
  • 37 funds opened new Thomson Reuters positions in Q4 2014 and 16 closed out, a net change of +21 holders.
  • The largest Thomson Reuters buyer in Q4 2014 was Fidelity Investments, an estimated $77.5M added.
  • The largest Thomson Reuters seller in Q4 2014 was Bank of America, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2014.