We are live on ! Find out more
TRI icon

Thomson Reuters
TRI

273 hedge funds and large institutions have $9.53B invested in Thomson Reuters in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

4% more funds holding

Funds holding: 262 → 273 (+11)

4% more capital invested

Capital invested by funds: $9.14B → $9.53B (+$386M)

0.82% less ownership

Funds ownership: 27.17% → 26.35% (-0.82%)

2% less call options, than puts

Call options by funds: $22M | Put options by funds: $22.5M

10% less funds holding in top 10

Funds holding in top 10: 10 → 9 (-1)

15% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 112

Holders
273
Holders Change
+11
Holders Change %
+4.2%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
34
Increased
95
Reduced
112
Closed
21
Calls
$22M
Puts
$22.5M
Net Calls
-$438K
Net Calls Change
-$21M

Top Buyers

1
CS
Credit Suisse
Switzerland
+$126M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$67M
3
Renaissance Technologies
Renaissance Technologies
New York
+$39.5M
4
Goldman Sachs
Goldman Sachs
New York
+$30.2M
5
Morgan Stanley
Morgan Stanley
New York
+$19.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
2
IGIM
I.G. Investment Management
Manitoba, Canada
-$77.7M
3
GCC
Guardian Capital (Canada)
Ontario, Canada
-$60.4M
4
RIM
RS Investment Management
California
-$39.6M
5
Invesco
Invesco
Georgia
-$38.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
101
Martingale Asset Management
Massachusetts
$5.79M +$2.49M +58,433 +79%
GCAC
102
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.71M +$603K +14,135 +12%
CCT
103
Country Club Trust
Missouri
$5.44M +$84.5K +1,981 +2%
Jane Street
104
Jane Street
New York
$5.44M +$3.33M +77,993 +170%
IRF
105
IBM Retirement Fund
New York
$5.35M -$367K -8,610 -7%
AAM
106
Advisors Asset Management
Colorado
$4.64M -$96.8K -2,268 -2%
Acadian Asset Management
107
Acadian Asset Management
Massachusetts
$4.6M +$4.4M +103,066 +5,694%
SAM
108
Shell Asset Management
Netherlands
$4.36M -$616K -14,446 -13%
PI
109
Putnam Investments
Massachusetts
$4.25M +$4.13M +96,753 New
CCM
110
Cadence Capital Management
Massachusetts
$4.15M -$142K -3,325 -3%
GIBU
111
Gulf International Bank (UK)
United Kingdom
$4.1M +$3.75M +87,954 New
HIM
112
Hillsdale Investment Management
Ontario, Canada
$3.9M +$377K +8,823 +11%
MIS
113
Morningstar Investment Services
Illinois
$3.8M +$167K +3,905 +5%
U
114
UBS
Switzerland
$3.68M +$322K +7,547 +10%
Barclays
115
Barclays
United Kingdom
$3.53M +$1.58M +37,026 +82%
MNA
116
Manning & Napier Advisors
New York
$3.36M -$1.83M -42,856 -36%
Comerica Bank
117
Comerica Bank
Texas
$3.17M -$175K -4,091 -5%
HSBC Holdings
118
HSBC Holdings
United Kingdom
$3.04M +$500K +11,721 +20%
Charles Schwab
119
Charles Schwab
California
$2.84M +$47.3K +1,108 +2%
CAM
120
Capstone Asset Management
Texas
$2.69M -$1.01M -23,657 -28%
JHIU
121
Janus Henderson Investors US
Colorado
$2.66M -$456K -10,685 -15%
GC
122
Guggenheim Capital
Illinois
$2.61M -$754K -17,678 -23%
ARC
123
Absolute Return Capital
Massachusetts
$2.58M -$807K -18,908 -24%
URS
124
Utah Retirement Systems
Utah
$2.52M – – –
WAM
125
World Asset Management
Michigan
$2.5M -$624K -14,631 -20%
3 4
5
6 7

TRI Hedge Fund Activity: Q4 2013 in Review

273 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2013, worth a combined $9.53B — up 4.2% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TRI positions and 21 closed out — a net gain of 13 holders — while 95 added to existing stakes and 112 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $112M.

  • 273 institutional investors held Thomson Reuters (TRI) as of Q4 2013, up from 262 in Q3 2013.
  • Funds reported $9.53B of Thomson Reuters stock for Q4 2013, up 4.2% quarter-over-quarter.
  • 34 funds opened new Thomson Reuters positions in Q4 2013 and 21 closed out, a net change of +13 holders.
  • The largest Thomson Reuters buyer in Q4 2013 was Credit Suisse, an estimated $126M added.
  • The largest Thomson Reuters seller in Q4 2013 was Fidelity Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2013.