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Thomson Reuters

313 hedge funds and large institutions have $8.01B invested in Thomson Reuters in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $13.8M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

1% more funds holding

Funds holding: 309313 (+4)

0.45% more ownership

Funds ownership: 21.65%22.1% (+0.45%)

3% less capital invested

Capital invested by funds: $8.29B → $8.01B (-$277M)

9% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 107

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
313
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
49
Increased
97
Reduced
107
Closed
42
Calls
$21.5M
Puts
$13.8M
Net Calls
+$7.69M
Net Calls Change
+$9.27M
Name Holding Trade Value Shares
Change
Change in
Stake
AAF
76
Andra AP-fonden
Sweden
$10.4M -$3.14M -59,974 -27%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$9.76M
Citadel Advisors
78
Citadel Advisors
Florida
$9.47M -$45.8M -875,023 -82%
GCAC
79
Guardian Capital Advisors (Canada)
Ontario, Canada
$8.89M +$218K +4,166 +3%
OSAM
80
O'Shaughnessy Asset Management
Connecticut
$8.42M +$3.22M +61,609 +59%
CGH
81
Crossmark Global Holdings
Texas
$8.05M +$7.37K +141 +0.1%
SAM
82
Shell Asset Management
Netherlands
$8.02M +$22.5K +431 +0.3%
State of Wisconsin Investment Board
83
State of Wisconsin Investment Board
Wisconsin
$7.98M -$3.91M -74,709 -32%
CCT
84
Country Club Trust
Missouri
$7.25M -$320K -6,123 -4%
Citigroup
85
Citigroup
New York
$7.02M +$1.79M +34,144 +33%
Aviva
86
Aviva
United Kingdom
$6.8M -$1.63M -31,134 -19%
AG
87
Aperio Group
California
$6.65M +$683K +13,053 +11%
UIM
88
USS Investment Management
United Kingdom
$6.39M +$6.59M +126,066 New
HAI
89
Hennessy Advisors Inc
California
$5.32M
FNBOMD
90
First National Bank of Mount Dora
Florida
$5.19M +$9.57K +183 +0.2%
TAM
91
Troy Asset Management
United Kingdom
$5.03M
QI
92
QS Investors
New York
$4.98M +$1.8M +34,437 +54%
JG
93
Jefferies Group
New York
$4.96M +$2.62M +50,020 +105%
JAM
94
JCIC Asset Management
Ontario, Canada
$4.6M +$4.65M +88,906 +4,486%
DZ Bank
95
DZ Bank
Germany
$4.48M +$133K +2,547 +3%
HAM
96
Highstreet Asset Management
Ontario, Canada
$4.46M +$3.63M +69,367 +370%
GIBU
97
Gulf International Bank (UK)
United Kingdom
$4.08M
DekaBank Deutsche Girozentrale
98
DekaBank Deutsche Girozentrale
Germany
$4.02M
CBOA
99
Commonwealth Bank of Australia
Australia
$3.98M +$3.92K +75 +0.1%
BONST
100
Bank of Nova Scotia Trust
Ontario, Canada
$3.98M +$129K +2,466 +3%

TRI Hedge Fund Activity: Q4 2017 in Review

313 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2017, worth a combined $8.01B — down 3.3% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TRI positions and 42 closed out — a net gain of 7 holders — while 97 added to existing stakes and 107 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $512M. The largest seller was Wellington Management Group, cutting an estimated $158M.

  • 313 institutional investors held Thomson Reuters (TRI) as of Q4 2017, up from 309 in Q3 2017.
  • Funds reported $8.01B of Thomson Reuters stock for Q4 2017, down 3.3% quarter-over-quarter.
  • 49 funds opened new Thomson Reuters positions in Q4 2017 and 42 closed out, a net change of +7 holders.
  • The largest Thomson Reuters buyer in Q4 2017 was Mackenzie Financial, an estimated $512M added.
  • The largest Thomson Reuters seller in Q4 2017 was Wellington Management Group, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2017.