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Thomson Reuters
TRI

319 hedge funds and large institutions have $8.61B invested in Thomson Reuters in 2020 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 97 increasing their positions, 125 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $7.08B → $8.61B (+$1.53B)

6% more call options, than puts

Call options by funds: $51.1M | Put options by funds: $48.1M

0.18% more ownership

Funds ownership: 19.8% → 19.98% (+0.18%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 33

2% less funds holding

Funds holding: 324 → 319 (-5)

22% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 125

Holders
319
Holders Change
-5
Holders Change %
-1.54%
% of All Funds
6.44%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
32
Increased
97
Reduced
125
Closed
33
Calls
$51.1M
Puts
$48.1M
Net Calls
+$3.02M
Net Calls Change
+$4.19M

Top Buyers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
+$120M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$111M
3
Fidelity International
Fidelity International
Bermuda
+$89M
4
CIBC Asset Management
CIBC Asset Management
Ontario, Canada
+$40.8M
5
ClearBridge Investments
ClearBridge Investments
New York
+$29.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$126M
2
Renaissance Technologies
Renaissance Technologies
New York
-$64.1M
3
Morgan Stanley
Morgan Stanley
New York
-$61M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$45.9M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$39.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ISL
151
Ingalls & Snyder LLC
New York
$1.35M – – –
KAS
152
Kestra Advisory Services
Texas
$1.34M +$1.25M +16,002 New
RJFSA
153
Raymond James Financial Services Advisors
Florida
$1.27M +$103K +1,322 +10%
EAMA
154
EFG Asset Management (Americas)
Florida
$1.18M +$1.09M +13,998 New
Mirae Asset Global Investments
155
Mirae Asset Global Investments
South Korea
$1.16M +$411K +5,280 +62%
SCA
156
Snowden Capital Advisors
New York
$1.12M -$150K -1,923 -13%
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$1.08M +$6.22K +80 +0.6%
LPL Financial
158
LPL Financial
California
$1.07M -$171K -2,192 -15%
AI
159
Atria Investments
North Carolina
$1.03M +$955K +12,275 New
LNWWM
160
Laird Norton Wetherby Wealth Management
California
$1.03M +$170K +2,185 +22%
QP
161
Quilter Plc
United Kingdom
$996K -$29.6K -380 -3%
DekaBank Deutsche Girozentrale
162
DekaBank Deutsche Girozentrale
Germany
$937K +$7.78K +100 +0.9%
VCM
163
Virtue Capital Management
Tennessee
$936K -$454K -5,837 -34%
State Street
164
State Street
Massachusetts
$930K – – –
Cambridge Investment Research Advisors
165
Cambridge Investment Research Advisors
Iowa
$929K -$55.1K -708 -6%
ANI
166
American National Insurance
Texas
$929K – – –
MNBTD
167
Moody National Bank Trust Division
Texas
$929K – – –
IG
168
ING Group
Netherlands
$910K – – –
Natixis Advisors
169
Natixis Advisors
Massachusetts
$886K -$12.5K -161 -2%
Canada Pension Plan Investment Board
170
Canada Pension Plan Investment Board
Ontario, Canada
$886K – – –
OAM
171
Oppenheimer Asset Management
New York
$884K +$34.2K +440 +4%
OC
172
Oppenheimer & Co
New York
$852K -$7.39K -95 -0.9%
AT
173
Arden Trust
Delaware
$839K +$102K +1,306 +15%
FCI
174
Financial Counselors Inc
Kansas
$830K -$12.4K -160 -2%
BFM
175
Boothbay Fund Management
New York
$822K -$1.48M -19,077 -66%
5 6
7
8 9

TRI Hedge Fund Activity: Q3 2020 in Review

319 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2020, worth a combined $8.61B — up 22% from $7.08B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of TRI and 32 opened new positions — a net loss of 1 holder — while 125 trimmed existing stakes and 97 added.

The largest buyer was TPG Group Holdings (SBS) Advisors, opening a new position worth an estimated $120M. The largest seller was Citadel Advisors, cutting an estimated $126M.

  • 319 institutional investors held Thomson Reuters (TRI) as of Q3 2020, down from 324 in Q2 2020.
  • Funds reported $8.61B of Thomson Reuters stock for Q3 2020, up 22% quarter-over-quarter.
  • 32 funds opened new Thomson Reuters positions in Q3 2020 and 33 closed out, a net change of -1 holder.
  • The largest Thomson Reuters buyer in Q3 2020 was TPG Group Holdings (SBS) Advisors, an estimated $120M added.
  • The largest Thomson Reuters seller in Q3 2020 was Citadel Advisors, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2020.