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Thomson Reuters

384 hedge funds and large institutions have $11B invested in Thomson Reuters in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 19.57%19.64% (+0.07%)

3% less capital invested

Capital invested by funds: $11.3B → $11B (-$338M)

4% less funds holding

Funds holding: 398384 (-14)

13% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $37.2M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 48

22% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 152

Holders
384
Holders Change
-14
Holders Change %
-3.52%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
119
Reduced
152
Closed
48
Calls
$32.3M
Puts
$37.2M
Net Calls
-$4.91M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
151
Beacon Pointe Advisors
California
$1.67M -$27.8K -249 -2%
SLAM
152
Swiss Life Asset Management
$1.65M -$229K -2,053 -12%
Squarepoint
153
Squarepoint
New York
$1.62M -$488K -4,372 -24%
TPM
154
Triasima Portfolio Management
Quebec, Canada
$1.62M -$40.5M -363,025 -96%
OAM
155
Oppenheimer Asset Management
New York
$1.51M +$24.1K +216 +2%
Marshall Wace
156
Marshall Wace
United Kingdom
$1.51M +$1.47M +13,167 New
EAMA
157
EFG Asset Management (Americas)
Florida
$1.49M -$185K -1,658 -11%
RW
158
RVW Wealth
California
$1.44M +$2.79K +25 +0.2%
QT
159
Quantbot Technologies
New York
$1.39M -$1.34M -12,027 -50%
DTL
160
Dynamic Technology Lab
Singapore
$1.37M +$1.33M +11,911 New
JMPWA
161
JP Morgan Private Wealth Advisors
California
$1.3M -$536K -4,804 -30%
KAS
162
Kestra Advisory Services
Texas
$1.3M -$7.81K -70 -0.6%
TI
163
Trexquant Investment
Connecticut
$1.22M +$1.19M +10,621 New
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$1.22M -$196K -1,752 -14%
Canada Pension Plan Investment Board
165
Canada Pension Plan Investment Board
Ontario, Canada
$1.21M
RJFSA
166
Raymond James Financial Services Advisors
Florida
$1.2M -$9.04K -81 -0.8%
FA
167
FDx Advisors
Illinois
$1.19M -$309K -2,764 -21%
Ensign Peak Advisors
168
Ensign Peak Advisors
Utah
$1.19M
State Street
169
State Street
Massachusetts
$1.18M
OC
170
Oppenheimer & Co
New York
$1.14M -$19.2K -172 -2%
T
171
TOBAM
France
$1.13M +$421K +3,773 +62%
BGCP
172
Bristol Gate Capital Partners
Ontario, Canada
$1.11M
QP
173
Quilter Plc
United Kingdom
$1.11M -$147K -1,318 -12%
DA
174
Duality Advisers
Florida
$1.11M +$1.08M +9,648 New
HWAM
175
Hennion & Walsh Asset Management
New Jersey
$1.06M +$23.1K +207 +2%

TRI Hedge Fund Activity: Q1 2022 in Review

384 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2022, worth a combined $11B — down 3% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TRI and 40 opened new positions — a net loss of 8 holders — while 152 trimmed existing stakes and 119 added.

The largest buyer was Mackenzie Financial, adding an estimated $303M. The largest seller was Fidelity Investments, cutting an estimated $224M.

  • 384 institutional investors held Thomson Reuters (TRI) as of Q1 2022, down from 398 in Q4 2021.
  • Funds reported $11B of Thomson Reuters stock for Q1 2022, down 3% quarter-over-quarter.
  • 40 funds opened new Thomson Reuters positions in Q1 2022 and 48 closed out, a net change of -8 holders.
  • The largest Thomson Reuters buyer in Q1 2022 was Mackenzie Financial, an estimated $303M added.
  • The largest Thomson Reuters seller in Q1 2022 was Fidelity Investments, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2022.