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Thomson Reuters
TRI

288 hedge funds and large institutions have $10.1B invested in Thomson Reuters in 2014 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 106 increasing their positions, 108 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

497% more call options, than puts

Call options by funds: $17.3M | Put options by funds: $2.9M

131% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 16

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

13% more capital invested

Capital invested by funds: $8.97B → $10.1B (+$1.16B)

7% more funds holding

Funds holding: 270 → 288 (+18)

0.06% more ownership

Funds ownership: 26.35% → 26.41% (+0.06%)

2% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 108

Holders
288
Holders Change
+18
Holders Change %
+6.67%
% of All Funds
7.68%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
37
Increased
106
Reduced
108
Closed
16
Calls
$17.3M
Puts
$2.9M
Net Calls
+$14.4M
Net Calls Change
+$4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$77.5M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$52.6M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$40.5M
4
CGI
CI Global Investments
California
+$31M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$30.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$104M
2
Invesco
Invesco
Georgia
-$50.8M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$31.6M
4
Millennium Management
Millennium Management
New York
-$23.8M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$20.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
101
Country Club Trust
Missouri
$6.49M +$53.8K +1,215 +0.9%
Citadel Advisors
102
Citadel Advisors
Florida
$6.43M -$8.95M -202,045 -60%
GXMC
103
Global X Management Company
New York
$6.25M +$1.69M +38,238 +40%
FSA
104
Franklin Street Advisors
North Carolina
$5.6M -$256K -5,787 -5%
Vanguard Group
105
Vanguard Group
Pennsylvania
$5.57M +$81.3K +1,837 +2%
MTB
106
Mizuho Trust & Banking
Japan
$5.53M -$378K -8,531 -8%
Prudential Financial
107
Prudential Financial
New Jersey
$5.43M +$3.27M +73,933 +176%
Charles Schwab
108
Charles Schwab
California
$5.01M +$527K +11,897 +12%
JHIU
109
Janus Henderson Investors US
Colorado
$4.93M -$191K -4,308 -4%
GIBU
110
Gulf International Bank (UK)
United Kingdom
$4.89M +$87.8K +1,982 +2%
UBS Group
111
UBS Group
Switzerland
$4.77M +$4.51M +101,817 New
MAM
112
Martingale Asset Management
Massachusetts
$4.71M +$1.28M +28,902 +40%
MME
113
Meag Munich Ergo
Germany
$4.58M – – –
CAM
114
Capstone Asset Management
Texas
$3.96M +$1.55M +34,942 +70%
MNA
115
Manning & Napier Advisors
New York
$3.83M -$163K -3,689 -4%
ACI
116
AMP Capital Investors
Australia
$3.78M -$57.2K -1,291 -2%
Dimensional Fund Advisors
117
Dimensional Fund Advisors
Texas
$3.75M -$719K -16,234 -17%
AAM
118
Advisors Asset Management
Colorado
$3.71M +$470K +10,609 +15%
Credit Agricole
119
Credit Agricole
France
$3.71M +$292K +6,583 +9%
GC
120
Guggenheim Capital
Illinois
$3.48M +$2.21M +49,812 +204%
GI
121
Gradient Investments
Minnesota
$3.46M +$387K +8,728 +13%
IRF
122
IBM Retirement Fund
New York
$3.42M -$18.2K -411 -0.6%
Comerica Bank
123
Comerica Bank
Texas
$3.34M +$1.6M +36,106 +102%
AG
124
Aperio Group
California
$3.25M +$495K +11,169 +19%
HAI
125
Hennessy Advisors Inc
California
$3.09M – – –
3 4
5
6 7

TRI Hedge Fund Activity: Q4 2014 in Review

288 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2014, worth a combined $10.1B — up 13% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new TRI positions and 16 closed out — a net gain of 21 holders — while 106 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $77.5M. The largest seller was Bank of America, cutting an estimated $104M.

  • 288 institutional investors held Thomson Reuters (TRI) as of Q4 2014, up from 270 in Q3 2014.
  • Funds reported $10.1B of Thomson Reuters stock for Q4 2014, up 13% quarter-over-quarter.
  • 37 funds opened new Thomson Reuters positions in Q4 2014 and 16 closed out, a net change of +21 holders.
  • The largest Thomson Reuters buyer in Q4 2014 was Fidelity Investments, an estimated $77.5M added.
  • The largest Thomson Reuters seller in Q4 2014 was Bank of America, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2014.