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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
DAS
126
Dynamic Advisor Solutions
Arizona
$3.06M +$594K +13,421 +26%
FAB
127
First American Bank
Illinois
$2.73M +$19.8K +446 +0.8%
NAM
128
NorthCoast Asset Management
Connecticut
$2.6M +$2.46M +55,625 New
HighTower Advisors
129
HighTower Advisors
Illinois
$2.53M +$187K +4,218 +8%
PI
130
Putnam Investments
Massachusetts
$2.52M +$35.6K +805 +2%
Susquehanna International Group
131
Susquehanna International Group
Pennsylvania
$2.51M +$889K +20,067 +60%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$2.48M +$75.8K +1,711 +3%
URS
133
Utah Retirement Systems
Utah
$2.48M – – –
FCI
134
Financial Counselors Inc
Kansas
$2.44M -$48.3K -1,091 -2%
PWS
135
Peloton Wealth Strategists
Indiana
$2.4M -$5.71K -129 -0.3%
HIM
136
Hillsdale Investment Management
Ontario, Canada
$2.4M +$657K +14,847 +41%
CS
137
Credential Securities
$2.37M +$46K +1,039 +2%
Jones Financial Companies
138
Jones Financial Companies
Missouri
$2.37M -$3.01K -68 -0.1%
M&T Bank
139
M&T Bank
New York
$2.31M +$102K +2,295 +5%
CCM
140
Cadence Capital Management
Massachusetts
$2.24M -$1.01M -22,825 -32%
William Blair & Company
141
William Blair & Company
Illinois
$2.15M +$43.7K +986 +2%
AAM
142
Aston Asset Management
Illinois
$1.99M -$4.35M -98,336 -70%
FNBOMD
143
First National Bank of Mount Dora
Florida
$1.91M +$906K +20,467 +101%
RG
144
Rathbones Group
United Kingdom
$1.91M -$206K -4,655 -10%
VOYA Investment Management
145
VOYA Investment Management
Georgia
$1.91M +$447K +10,085 +33%
WAM
146
World Asset Management
Michigan
$1.85M -$167K -3,781 -9%
IPC
147
Independent Portfolio Consultants
Florida
$1.81M +$805K +18,173 +89%
UBS AM
148
UBS AM
Illinois
$1.7M – – –
CFSG
149
Community Financial Services Group
Vermont
$1.7M +$33.9K +765 +2%
CCMH
150
Cornerstone Capital Management Holdings
New York
$1.64M -$105K -2,370 -6%
4 5
6
7 8

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.