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Thomson Reuters
TRI

315 hedge funds and large institutions have $9.01B invested in Thomson Reuters in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 122 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $2.88M

104% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6% more funds holding

Funds holding: 296 → 315 (+19)

2% more capital invested

Capital invested by funds: $8.81B → $9.01B (+$199M)

0.74% less ownership

Funds ownership: 24.76% → 24.01% (-0.74%)

17% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 122

Holders
315
Holders Change
+19
Holders Change %
+6.42%
% of All Funds
7.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
51
Increased
101
Reduced
122
Closed
25
Calls
$14.3M
Puts
$2.88M
Net Calls
+$11.4M
Net Calls Change
+$4.34M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$96.4M
2
Bank of America
Bank of America
North Carolina
+$93.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$53.6M
4
SI
Sentry Investments
Ontario, Canada
+$22.4M
5
Goldman Sachs
Goldman Sachs
New York
+$20.2M

Top Sellers

1
IGIM
I.G. Investment Management
Manitoba, Canada
-$199M
2
Invesco
Invesco
Georgia
-$143M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$65.3M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$63.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
76
Charles Schwab
California
$10.7M -$945K -19,366 -8%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$10.5M -$4.57M -93,664 -31%
Korea Investment Corp
78
Korea Investment Corp
South Korea
$10.4M +$8.02M +164,412 +406%
GCAC
79
Guardian Capital Advisors (Canada)
Ontario, Canada
$10M -$31.8K -652 -0.4%
Geode Capital Management
80
Geode Capital Management
Massachusetts
$9.73M +$971K +19,904 +12%
Aviva
81
Aviva
United Kingdom
$9.6M +$471K +9,650 +5%
FQ
82
First Quadrant
California
$8.95M +$1.3M +26,545 +18%
American Century Companies
83
American Century Companies
Missouri
$8.72M +$8.37M +171,655 New
HSBC Holdings
84
HSBC Holdings
United Kingdom
$8.07M +$1.98M +40,568 +34%
LM
85
Lincluden Management
Ontario, Canada
$7.8M +$1.04M +21,400 +16%
Two Sigma Advisers
86
Two Sigma Advisers
New York
$7.79M +$1.57M +32,145 +26%
DZ Bank
87
DZ Bank
Germany
$7.63M +$7.33M +150,278 New
SO
88
STRS Ohio
Ohio
$7.57M -$66.7K -1,368 -0.9%
CAM
89
Capstone Asset Management
Texas
$7.52M +$4.5M +92,191 +165%
SAM
90
Shell Asset Management
Netherlands
$7.51M -$1.31M -26,885 -20%
PAMU
91
Pictet Asset Management (UK)
United Kingdom
$7.3M -$189K -3,877 -3%
CCT
92
Country Club Trust
Missouri
$7.16M +$83.9K +1,720 +1%
AG
93
Aperio Group
California
$6.46M -$1.89M -38,757 -23%
Zurich Cantonal Bank
94
Zurich Cantonal Bank
Switzerland
$6.39M +$924K +18,936 +18%
Renaissance Technologies
95
Renaissance Technologies
New York
$6.38M +$3.91M +80,138 +176%
CIBC Asset Management
96
CIBC Asset Management
Ontario, Canada
$6.09M -$242K -4,964 -4%
GIBU
97
Gulf International Bank (UK)
United Kingdom
$6.03M – – –
AC
98
Addenda Capital
Quebec, Canada
$5.9M -$9.95M -204,003 -64%
CS
99
Candriam SCA
Luxembourg
$5.34M +$4.91M +100,729 +2,324%
AP
100
AHL Partners
United Kingdom
$5.09M +$2.36M +48,361 +93%
2 3
4
5 6

TRI Hedge Fund Activity: Q4 2016 in Review

315 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2016, worth a combined $9.01B — up 2.3% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new TRI positions and 25 closed out — a net gain of 26 holders — while 101 added to existing stakes and 122 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $96.4M. The largest seller was I.G. Investment Management, cutting an estimated $199M.

  • 315 institutional investors held Thomson Reuters (TRI) as of Q4 2016, up from 296 in Q3 2016.
  • Funds reported $9.01B of Thomson Reuters stock for Q4 2016, up 2.3% quarter-over-quarter.
  • 51 funds opened new Thomson Reuters positions in Q4 2016 and 25 closed out, a net change of +26 holders.
  • The largest Thomson Reuters buyer in Q4 2016 was Bank of Montreal, an estimated $96.4M added.
  • The largest Thomson Reuters seller in Q4 2016 was I.G. Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2016.