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Thomson Reuters

303 hedge funds and large institutions have $5.27B invested in Thomson Reuters in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 83 increasing their positions, 144 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.62% less ownership

Funds ownership: 21.34%20.72% (-0.62%)

6% less funds holding

Funds holding: 323303 (-20)

23% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 81

34% less capital invested

Capital invested by funds: $7.95B → $5.27B (-$2.68B)

42% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 144

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

54% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $70.4M

Holders
303
Holders Change
-20
Holders Change %
-6.19%
% of All Funds
6.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
62
Increased
83
Reduced
144
Closed
81
Calls
$32.3M
Puts
$70.4M
Net Calls
-$38.2M
Net Calls Change
-$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
126
Waratah Capital Advisors
Ontario, Canada
$1.52M +$1.59M +29,641 New
Comerica Bank
127
Comerica Bank
Texas
$1.51M -$380K -7,083 -20%
Ameriprise
128
Ameriprise
Minnesota
$1.41M -$179K -3,336 -11%
RB
129
Rodgers Brothers
Pennsylvania
$1.41M -$47.9K -894 -3%
AllianceBernstein
130
AllianceBernstein
Tennessee
$1.32M -$139K -2,594 -9%
NMIMC
131
Northwestern Mutual Investment Management Company
Wisconsin
$1.29M +$74K +1,380 +6%
SB
132
Suntrust Banks
Georgia
$1.29M +$233K +4,354 +21%
M&T Bank
133
M&T Bank
New York
$1.28M +$120K +2,231 +10%
ARTA
134
A.R.T. Advisors
New York
$1.25M +$1.32M +24,645 New
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$1.25M +$1.05M +19,549 +393%
GAM
136
Gotham Asset Management
New York
$1.18M +$1.24M +23,229 New
VRS
137
Virginia Retirement Systems
Virginia
$1.12M +$1.18M +22,019 New
HI
138
HBK Investments
Texas
$1.05M +$1.1M +20,573 New
CA
139
Commerzbank Aktiengesellschaft
Germany
$994K +$1.05M +19,536 New
Millennium Management
140
Millennium Management
New York
$905K -$2.82M -52,596 -75%
PI
141
PEAK6 Investments
Illinois
$905K +$788K +14,701 +479%
Skandinaviska Enskilda Banken (SEB)
142
Skandinaviska Enskilda Banken (SEB)
Sweden
$889K -$137K -2,561 -13%
ISL
143
Ingalls & Snyder LLC
New York
$873K +$84.6K +1,578 +10%
PC
144
Palo Capital
California
$870K +$26K +485 +3%
RCM
145
Radnor Capital Management
Pennsylvania
$864K -$15.5K -290 -2%
LPL Financial
146
LPL Financial
California
$788K -$8.09K -151 -1%
BC
147
Brinker Capital
Pennsylvania
$766K +$806K +15,041 New
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$757K +$8.95K +167 +1%
HighTower Advisors
149
HighTower Advisors
Illinois
$748K +$556K +10,368 +232%
Franklin Resources
150
Franklin Resources
California
$738K -$856K -15,976 -52%

TRI Hedge Fund Activity: Q4 2018 in Review

303 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2018, worth a combined $5.27B — down 34% from $7.95B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of TRI and 62 opened new positions — a net loss of 19 holders — while 144 trimmed existing stakes and 83 added.

The largest buyer was Fiera Capital (Canada), adding an estimated $44.8M. The largest seller was Credit Suisse, cutting an estimated $802M.

  • 303 institutional investors held Thomson Reuters (TRI) as of Q4 2018, down from 323 in Q3 2018.
  • Funds reported $5.27B of Thomson Reuters stock for Q4 2018, down 34% quarter-over-quarter.
  • 62 funds opened new Thomson Reuters positions in Q4 2018 and 81 closed out, a net change of -19 holders.
  • The largest Thomson Reuters buyer in Q4 2018 was Fiera Capital (Canada), an estimated $44.8M added.
  • The largest Thomson Reuters seller in Q4 2018 was Credit Suisse, an estimated $802M sold.

Based on aggregated 13F filings for Q4 2018.