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Thomson Reuters

309 hedge funds and large institutions have $8.29B invested in Thomson Reuters in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 46

1% less funds holding

Funds holding: 311309 (-2)

1.29% less ownership

Funds ownership: 22.94%21.65% (-1.3%)

8% less capital invested

Capital invested by funds: $8.97B → $8.29B (-$679M)

13% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $12.1M

17% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 113

Holders
309
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
7.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
48
Increased
94
Reduced
113
Closed
46
Calls
$10.5M
Puts
$12.1M
Net Calls
-$1.58M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Wisconsin Investment Board
76
State of Wisconsin Investment Board
Wisconsin
$12.3M +$2.52M +47,307 +26%
SC
77
Scotia Capital
Ontario, Canada
$12.3M -$514K -9,627 -4%
Capital Fund Management (CFM)
78
Capital Fund Management (CFM)
France
$10.7M +$10.7M +200,948 New
Two Sigma Investments
79
Two Sigma Investments
New York
$10.7M +$1.03M +19,288 +11%
HSBC Holdings
80
HSBC Holdings
United Kingdom
$10.6M +$1.21M +22,679 +13%
SAM
81
Shell Asset Management
Netherlands
$10.5M -$148K -2,765 -2%
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$10.2M -$730K -13,672 -7%
CS
83
Candriam SCA
Luxembourg
$9.7M +$7.71M +144,519 +380%
GCAC
84
Guardian Capital Advisors (Canada)
Ontario, Canada
$9.51M -$247K -4,629 -3%
Aviva
85
Aviva
United Kingdom
$8.82M -$196K -3,679 -2%
ICP
86
IBIS Capital Partners
United Kingdom
$8.47M +$8.49M +159,066 New
CGH
87
Crossmark Global Holdings
Texas
$8.46M +$8.48M +158,918 New
AP
88
AHL Partners
United Kingdom
$8.2M -$350K -6,561 -4%
CCT
89
Country Club Trust
Missouri
$7.96M +$228K +4,276 +3%
Korea Investment Corp
90
Korea Investment Corp
South Korea
$7.79M +$1.29M +24,160 +20%
Balyasny Asset Management
91
Balyasny Asset Management
Illinois
$6.81M +$5.36M +100,377 +364%
AG
92
Aperio Group
California
$6.31M +$272K +5,092 +4%
CC
93
Cipher Capital
New York
$6.11M +$6.13M +114,796 New
HAI
94
Hennessy Advisors Inc
California
$5.6M
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$5.58M +$4.56M +85,521 +444%
Citigroup
96
Citigroup
New York
$5.53M -$3.86M -72,226 -41%
FNBOMD
97
First National Bank of Mount Dora
Florida
$5.45M +$224K +4,200 +4%
Zurich Cantonal Bank
98
Zurich Cantonal Bank
Switzerland
$5.34M +$91.5K +1,715 +2%
TAM
99
Troy Asset Management
United Kingdom
$5.25M +$4.22M +79,039 New
QC
100
Quadrature Capital
United Kingdom
$5.16M -$1.15M -21,543 -18%

TRI Hedge Fund Activity: Q3 2017 in Review

309 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2017, worth a combined $8.29B — down 7.6% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TRI positions and 46 closed out — a net gain of 2 holders — while 94 added to existing stakes and 113 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $114M. The largest seller was Parnassus Investments, cutting an estimated $322M.

  • 309 institutional investors held Thomson Reuters (TRI) as of Q3 2017, down from 311 in Q2 2017.
  • Funds reported $8.29B of Thomson Reuters stock for Q3 2017, down 7.6% quarter-over-quarter.
  • 48 funds opened new Thomson Reuters positions in Q3 2017 and 46 closed out, a net change of +2 holders.
  • The largest Thomson Reuters buyer in Q3 2017 was Fidelity Investments, an estimated $114M added.
  • The largest Thomson Reuters seller in Q3 2017 was Parnassus Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2017.