We are live on ! Find out more
TRI icon

Thomson Reuters

270 hedge funds and large institutions have $8.97B invested in Thomson Reuters in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 99 increasing their positions, 110 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $3.89M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

0% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 22

0.83% less ownership

Funds ownership: 27.19%26.35% (-0.83%)

4% less capital invested

Capital invested by funds: $9.32B → $8.97B (-$357M)

1% less funds holding

Funds holding: 274270 (-4)

10% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 110

Holders
270
Holders Change
-4
Holders Change %
-1.46%
% of All Funds
7.84%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
22
Increased
99
Reduced
110
Closed
22
Calls
$14.3M
Puts
$3.89M
Net Calls
+$10.4M
Net Calls Change
+$3.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
101
Vanguard Group
Pennsylvania
$4.95M +$217K +5,011 +4%
GIBU
102
Gulf International Bank (UK)
United Kingdom
$4.67M
JHIU
103
Janus Henderson Investors US
Colorado
$4.63M -$2.82M -65,231 -37%
U
104
UBS
Switzerland
$4.57M +$1.13M +26,148 +32%
SAM
105
Shell Asset Management
Netherlands
$4.46M -$150K -3,459 -4%
MME
106
Meag Munich Ergo
Germany
$4.1M +$2.27M +52,564 +117%
Dimensional Fund Advisors
107
Dimensional Fund Advisors
Texas
$4.07M +$659K +15,236 +19%
GXMC
108
Global X Management Company
New York
$4.03M +$1.71M +39,553 +71%
Charles Schwab
109
Charles Schwab
California
$4.02M +$515K +11,907 +14%
MNA
110
Manning & Napier Advisors
New York
$3.62M -$13.1K -303 -0.4%
Canada Pension Plan Investment Board
111
Canada Pension Plan Investment Board
Ontario, Canada
$3.53M +$3.41M +78,840 +1,767%
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$3.44M -$14.5M -335,055 -82%
ACI
113
AMP Capital Investors
Australia
$3.41M -$1.08M -24,882 -23%
Credit Agricole
114
Credit Agricole
France
$3.22M -$122K -2,821 -4%
IRF
115
IBM Retirement Fund
New York
$3.14M -$95.9K -2,218 -3%
AIMCA
116
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.1M
MAM
117
Martingale Asset Management
Massachusetts
$3.03M +$101K +2,327 +3%
CCM
118
Cadence Capital Management
Massachusetts
$2.99M +$480K +11,107 +19%
AAM
119
Advisors Asset Management
Colorado
$2.9M -$38.4K -887 -1%
HAI
120
Hennessy Advisors Inc
California
$2.79M -$112K -2,585 -4%
GI
121
Gradient Investments
Minnesota
$2.75M +$314K +7,258 +13%
AG
122
Aperio Group
California
$2.46M +$322K +7,435 +15%
FAB
123
First American Bank
Illinois
$2.44M +$123K +2,843 +5%
PP
124
Paloma Partners
Connecticut
$2.3M +$599K +13,840 +34%
FCI
125
Financial Counselors Inc
Kansas
$2.25M -$287K -6,638 -11%

TRI Hedge Fund Activity: Q3 2014 in Review

270 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2014, worth a combined $8.97B — down 3.8% from $9.32B a quarter earlier.

Fund positioning in TRI was balanced in Q3 2014: 22 funds opened new positions, 22 closed out, 99 added to existing stakes and 110 trimmed.

The largest buyer was I.G. Investment Management, adding an estimated $54.4M. The largest seller was Bank of Montreal, cutting an estimated $202M.

  • 270 institutional investors held Thomson Reuters (TRI) as of Q3 2014, down from 274 in Q2 2014.
  • Funds reported $8.97B of Thomson Reuters stock for Q3 2014, down 3.8% quarter-over-quarter.
  • 22 funds opened new Thomson Reuters positions in Q3 2014 and 22 closed out, a net change of 0 holders.
  • The largest Thomson Reuters buyer in Q3 2014 was I.G. Investment Management, an estimated $54.4M added.
  • The largest Thomson Reuters seller in Q3 2014 was Bank of Montreal, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2014.