Thomson Reuters
275 hedge funds and large institutions have $8.77B invested in Thomson Reuters in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 25 closing their positions.
38% more call options, than puts
Call options by funds: $24M | Put options by funds: $17.3M
16% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 25
10% more repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 99
1% more funds holding
Funds holding: 273 → 275 (+2)
0.6% more ownership
Funds ownership: 26.35% → 26.95% (+0.6%)
8% less capital invested
Capital invested by funds: $9.53B → $8.77B (-$752M)
44% less funds holding in top 10
Funds holding in top 10: 9 → 5 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$129M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$42.5M |
| 3 |
Citigroup
New York
|
+$31.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$27.9M |
| 5 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
+$24.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$44.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$37.9M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$26.5M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$25.1M |
| 5 |
Jennison Associates
New York
|
-$24.1M |
TRI Hedge Fund Activity: Q1 2014 in Review
275 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2014, worth a combined $8.77B — down 7.9% from $9.53B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new TRI positions and 25 closed out — a net gain of 4 holders — while 109 added to existing stakes and 99 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $129M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $44.1M.
- 275 institutional investors held Thomson Reuters (TRI) as of Q1 2014, up from 273 in Q4 2013.
- Funds reported $8.77B of Thomson Reuters stock for Q1 2014, down 7.9% quarter-over-quarter.
- 29 funds opened new Thomson Reuters positions in Q1 2014 and 25 closed out, a net change of +4 holders.
- The largest Thomson Reuters buyer in Q1 2014 was Bank of Montreal, an estimated $129M added.
- The largest Thomson Reuters seller in Q1 2014 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $44.1M sold.
Based on aggregated 13F filings for Q1 2014.