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
PI
126
Putnam Investments
Massachusetts
$2.24M -$1.68M -38,806 -42%
URS
127
Utah Retirement Systems
Utah
$2.24M -$3.72K -86 -0.2%
DAS
128
Dynamic Advisor Solutions
Arizona
$2.2M +$378K +8,727 +20%
PWS
129
Peloton Wealth Strategists
Indiana
$2.17M +$2.22M +51,400 New
Jones Financial Companies
130
Jones Financial Companies
Missouri
$2.14M +$257K +5,938 +13%
HighTower Advisors
131
HighTower Advisors
Illinois
$2.1M +$59.7K +1,380 +3%
CAM
132
Capstone Asset Management
Texas
$2.1M -$41.4K -956 -2%
CS
133
Credential Securities
$2.07M +$34.2K +791 +2%
Zurich Cantonal Bank
134
Zurich Cantonal Bank
Switzerland
$2.01M -$60.9K -1,408 -3%
M&T Bank
135
M&T Bank
New York
$1.99M +$2.03M +47,006 New
RG
136
Rathbones Group
United Kingdom
$1.92M +$6.45K +149 +0.3%
William Blair & Company
137
William Blair & Company
Illinois
$1.9M -$61.6K -1,425 -3%
WAM
138
World Asset Management
Michigan
$1.83M -$66.4K -1,535 -3%
Prudential Financial
139
Prudential Financial
New Jersey
$1.78M -$1.45M -33,625 -44%
Barclays
140
Barclays
United Kingdom
$1.72M -$1.01M -23,257 -36%
HAM
141
Highstreet Asset Management
Ontario, Canada
$1.66M -$18.1K -419 -1%
CCMH
142
Cornerstone Capital Management Holdings
New York
$1.58M +$606 +14 +0%
HIM
143
Hillsdale Investment Management
Ontario, Canada
$1.54M -$85.7K -1,982 -5%
UBS AM
144
UBS AM
Illinois
$1.54M
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$1.51M +$104K +2,413 +7%
CFSG
146
Community Financial Services Group
Vermont
$1.5M +$45.5K +1,052 +3%
Comerica Bank
147
Comerica Bank
Texas
$1.49M -$138K -3,190 -8%
RB
148
Rodgers Brothers
Pennsylvania
$1.47M -$24.1K -557 -2%
LOAMS
149
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.45M +$1.02M +23,481 +223%
Susquehanna International Group
150
Susquehanna International Group
Pennsylvania
$1.42M -$1.52M -35,222 -51%

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.