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Thomson Reuters

397 hedge funds and large institutions have $10.8B invested in Thomson Reuters in 2022 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 113 increasing their positions, 154 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 39

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more capital invested

Capital invested by funds: $9.77B → $10.8B (+$1.01B)

4% more funds holding

Funds holding: 380397 (+17)

1.45% less ownership

Funds ownership: 20.11%18.66% (-1.4%)

27% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 154

49% less call options, than puts

Call options by funds: $39.4M | Put options by funds: $76.9M

Holders
397
Holders Change
+17
Holders Change %
+4.47%
% of All Funds
6.38%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
63
Increased
113
Reduced
154
Closed
39
Calls
$39.4M
Puts
$76.9M
Net Calls
-$37.5M
Net Calls Change
-$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
101
Susquehanna Fundamental Investments
Pennsylvania
$5.09M -$1.63M -14,141 -25%
UBS Group
102
UBS Group
Switzerland
$4.85M -$3.63M -31,511 -44%
Neuberger Berman Group
103
Neuberger Berman Group
New York
$4.72M -$297K -2,578 -6%
Los Angeles Capital Management
104
Los Angeles Capital Management
California
$4.61M -$1.42M -12,338 -24%
SAM
105
Shell Asset Management
Netherlands
$4.36M -$715K -6,201 -15%
Principal Financial Group
106
Principal Financial Group
Iowa
$4.15M +$3.22M +27,934 +424%
SGI
107
Summit Global Investments
Utah
$3.9M +$64.7K +561 +2%
RG
108
Rathbones Group
United Kingdom
$3.85M -$12.6K -109 -0.3%
Ameriprise
109
Ameriprise
Minnesota
$3.75M +$633K +5,492 +23%
MCM
110
Moore Capital Management
New York
$3.63M +$3.48M +30,167 New
Corient Private Wealth
111
Corient Private Wealth
Florida
$3.49M +$3.34M +29,006 New
CAM
112
ClariVest Asset Management
California
$3.43M -$43.7K -379 -1%
N
113
Natixis
France
$3.39M +$1.86M +16,150 +134%
Walleye Capital
114
Walleye Capital
New York
$3.33M +$3.19M +27,707 New
KJHP
115
K.J. Harrison & Partners
Ontario, Canada
$3.27M +$2.31M +20,080 New
AllianceBernstein
116
AllianceBernstein
Tennessee
$3.23M +$1.44M +12,533 +87%
CA
117
Callahan Advisors
Texas
$3.11M
PM
118
Penbrook Management
New York
$3.11M -$508K -4,409 -15%
Zurich Cantonal Bank
119
Zurich Cantonal Bank
Switzerland
$3.09M -$6.23M -54,095 -68%
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
$2.93M +$984K +8,541 +54%
US Bancorp
121
US Bancorp
Minnesota
$2.89M -$58.8K -510 -2%
Jane Street
122
Jane Street
New York
$2.89M -$2.37M -20,544 -46%
APG Asset Management
123
APG Asset Management
Netherlands
$2.81M +$1.13M +9,786 +131%
Public Sector Pension Investment Board (PSP Investments)
124
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.7M -$111K -959 -4%
T
125
TOBAM
France
$2.68M -$517K -4,486 -17%

TRI Hedge Fund Activity: Q4 2022 in Review

397 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2022, worth a combined $10.8B — up 10% from $9.77B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new TRI positions and 39 closed out — a net gain of 24 holders — while 113 added to existing stakes and 154 trimmed.

The largest buyer was WCM Investment Management, opening a new position worth an estimated $194M. The largest seller was Fidelity International, cutting an estimated $316M.

  • 397 institutional investors held Thomson Reuters (TRI) as of Q4 2022, up from 380 in Q3 2022.
  • Funds reported $10.8B of Thomson Reuters stock for Q4 2022, up 10% quarter-over-quarter.
  • 63 funds opened new Thomson Reuters positions in Q4 2022 and 39 closed out, a net change of +24 holders.
  • The largest Thomson Reuters buyer in Q4 2022 was WCM Investment Management, an estimated $194M added.
  • The largest Thomson Reuters seller in Q4 2022 was Fidelity International, an estimated $316M sold.

Based on aggregated 13F filings for Q4 2022.