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Thomson Reuters

292 hedge funds and large institutions have $10.1B invested in Thomson Reuters in 2015 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 113 increasing their positions, 107 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

814% more call options, than puts

Call options by funds: $24.2M | Put options by funds: $2.65M

28% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 25

1% more funds holding

Funds holding: 288292 (+4)

6% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 107

0.79% more ownership

Funds ownership: 26.41%27.2% (+0.79%)

0% less capital invested

Capital invested by funds: $10.1B → $10.1B (-$21.8M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
292
Holders Change
+4
Holders Change %
+1.39%
% of All Funds
7.78%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
32
Increased
113
Reduced
107
Closed
25
Calls
$24.2M
Puts
$2.65M
Net Calls
+$21.5M
Net Calls Change
+$7.12M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
101
Parametric Portfolio Associates
Washington
$7.2M +$199K +4,339 +3%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$6.67M -$887K -19,309 -12%
Geode Capital Management
103
Geode Capital Management
Massachusetts
$6.58M -$58.8K -1,281 -0.9%
AP
104
AHL Partners
United Kingdom
$6.5M +$6.01M +130,945 +1,803%
NBC
105
Neuberger Berman Canada
Ontario, Canada
$6.46M +$6.31M +137,465 New
CCT
106
Country Club Trust
Missouri
$6.2M -$319K -6,955 -5%
NAM
107
NorthCoast Asset Management
Connecticut
$5.8M +$3.1M +67,511 +121%
Charles Schwab
108
Charles Schwab
California
$5.74M +$684K +14,891 +14%
FSA
109
Franklin Street Advisors
North Carolina
$5.65M +$22.9K +499 +0.4%
OSAM
110
O'Shaughnessy Asset Management
Connecticut
$5.63M +$5.51M +119,935 New
CPS
111
Counsel Portfolio Services
Ontario, Canada
$5.45M -$1.39M -30,298 -21%
ACI
112
AMP Capital Investors
Australia
$5.25M +$1.5M +32,765 +41%
AAM
113
Advisors Asset Management
Colorado
$5.18M +$1.42M +30,844 +39%
UBS Group
114
UBS Group
Switzerland
$4.89M +$99K +2,156 +2%
CAM
115
Capstone Asset Management
Texas
$4.3M +$312K +6,790 +8%
GIBU
116
Gulf International Bank (UK)
United Kingdom
$4.23M
JHIU
117
Janus Henderson Investors US
Colorado
$4.15M -$787K -17,148 -16%
GC
118
Guggenheim Capital
Illinois
$3.93M +$421K +9,170 +12%
MNA
119
Manning & Napier Advisors
New York
$3.75M -$102K -2,215 -3%
AG
120
Aperio Group
California
$3.74M +$459K +9,995 +14%
Jones Financial Companies
121
Jones Financial Companies
Missouri
$3.48M +$1.08M +23,442 +46%
IRF
122
IBM Retirement Fund
New York
$3.43M -$230 -5 -0%
MME
123
Meag Munich Ergo
Germany
$3.17M -$1.38M -30,160 -31%
HIM
124
Hillsdale Investment Management
Ontario, Canada
$3.12M +$702K +15,278 +30%
Zurich Cantonal Bank
125
Zurich Cantonal Bank
Switzerland
$3.11M +$567K +12,339 +23%