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Thomson Reuters

321 hedge funds and large institutions have $8.62B invested in Thomson Reuters in 2017 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more call options, than puts

Call options by funds: $9.06M | Put options by funds: $3.16M

43% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 30

2% more funds holding

Funds holding: 315321 (+6)

0.41% less ownership

Funds ownership: 24.01%23.61% (-0.41%)

4% less capital invested

Capital invested by funds: $9.01B → $8.62B (-$386M)

8% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 122

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
321
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
7.99%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
43
Increased
112
Reduced
122
Closed
30
Calls
$9.06M
Puts
$3.16M
Net Calls
+$5.91M
Net Calls Change
-$5.52M
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$13.7M +$699K +13,692 +5%
UBS Group
77
UBS Group
Switzerland
$13.2M -$405K -7,928 -3%
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$13M +$13.3M +259,629 New
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$12.9M -$5.48M -107,272 -29%
UCFA
80
United Capital Financial Advisors
Texas
$12.9M +$37.5K +735 +0.3%
BTS
81
BB&T Securities
Virginia
$12.3M +$1.8M +35,203 +17%
SC
82
Scotia Capital
Ontario, Canada
$12M -$2.34M -45,841 -16%
SAM
83
Shell Asset Management
Netherlands
$11.2M +$2.96M +57,906 +53%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$10.3M
Millennium Management
85
Millennium Management
New York
$9.99M +$10.2M +199,168 New
GCAC
86
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.56M -$147K -2,871 -2%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$9.37M +$1.32M +25,894 +16%
Citigroup
88
Citigroup
New York
$9.02M -$2.46M -48,268 -21%
Aviva
89
Aviva
United Kingdom
$8.83M -$689K -13,500 -7%
FQ
90
First Quadrant
California
$8.81M -$23.2K -455 -0.3%
CAM
91
Capstone Asset Management
Texas
$8.13M +$718K +14,054 +9%
Korea Investment Corp
92
Korea Investment Corp
South Korea
$7.92M -$2.38M -46,648 -23%
SO
93
STRS Ohio
Ohio
$7.28M -$197K -3,857 -3%
CCT
94
Country Club Trust
Missouri
$7.18M +$114K +2,238 +2%
DZ Bank
95
DZ Bank
Germany
$7.08M -$455K -8,917 -6%
Zurich Cantonal Bank
96
Zurich Cantonal Bank
Switzerland
$6.24M -$54.1K -1,060 -0.8%
Charles Schwab
97
Charles Schwab
California
$6.12M -$4.51M -88,226 -42%
ACI
98
AMP Capital Investors
Australia
$5.99M +$1.58M +30,990 +35%
CIBC Asset Management
99
CIBC Asset Management
Ontario, Canada
$5.96M -$40.8K -798 -0.7%
FAF
100
Första AP-fonden
Sweden
$5.54M +$5.65M +110,620 New

TRI Hedge Fund Activity: Q1 2017 in Review

321 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2017, worth a combined $8.62B — down 4.3% from $9.01B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new TRI positions and 30 closed out — a net gain of 13 holders — while 112 added to existing stakes and 122 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $238M. The largest seller was Bank of America, cutting an estimated $386M.

  • 321 institutional investors held Thomson Reuters (TRI) as of Q1 2017, up from 315 in Q4 2016.
  • Funds reported $8.62B of Thomson Reuters stock for Q1 2017, down 4.3% quarter-over-quarter.
  • 43 funds opened new Thomson Reuters positions in Q1 2017 and 30 closed out, a net change of +13 holders.
  • The largest Thomson Reuters buyer in Q1 2017 was Arrowstreet Capital, an estimated $238M added.
  • The largest Thomson Reuters seller in Q1 2017 was Bank of America, an estimated $386M sold.

Based on aggregated 13F filings for Q1 2017.