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Thomson Reuters

380 hedge funds and large institutions have $9.77B invested in Thomson Reuters in 2022 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 116 increasing their positions, 138 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.16% less ownership

Funds ownership: 20.27%20.11% (-0.16%)

4% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 45

2% less funds holding

Funds holding: 388380 (-8)

5% less capital invested

Capital invested by funds: $10.3B → $9.77B (-$558M)

16% less repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 138

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less call options, than puts

Call options by funds: $41.2M | Put options by funds: $61.3M

Holders
380
Holders Change
-8
Holders Change %
-2.06%
% of All Funds
6.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
43
Increased
116
Reduced
138
Closed
45
Calls
$41.2M
Puts
$61.3M
Net Calls
-$20.1M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
N
151
Natixis
France
$1.31M -$1.97M -16,977 -59%
TC
152
TownSquare Capital
Utah
$1.31M -$633K -5,463 -31%
KAS
153
Kestra Advisory Services
Texas
$1.29M +$15.7K +135 +1%
LPL Financial
154
LPL Financial
California
$1.25M -$793K -6,838 -37%
LWAM
155
Legacy Wealth Asset Management
Minnesota
$1.24M +$1.04M +8,929 +351%
DTL
156
Dynamic Technology Lab
Singapore
$1.22M +$1.31M +11,284 New
CWM
157
Calamos Wealth Management
Illinois
$1.22M +$1.3M +11,255 New
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$1.21M +$52.6K +454 +4%
OQS
159
Occudo Quantitative Strategies
Florida
$1.21M +$893K +7,705 +220%
JMPWA
160
JP Morgan Private Wealth Advisors
California
$1.16M -$229K -1,973 -16%
FIM
161
Freedom Investment Management
Connecticut
$1.16M +$1.24M +10,732 New
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$1.14M -$99.1K -855 -8%
Renaissance Technologies
163
Renaissance Technologies
New York
$1.12M -$3.87M -33,401 -76%
State Street
164
State Street
Massachusetts
$1.11M
GAM
165
Gotham Asset Management
New York
$1.07M +$683K +5,893 +148%
O
166
Ossiam
France
$1.03M +$587K +5,063 +114%
QP
167
Quilter Plc
United Kingdom
$1.02M +$5.33K +46 +0.5%
OC
168
Oppenheimer & Co
New York
$1.02M
BGCP
169
Bristol Gate Capital Partners
Ontario, Canada
$1.02M
VOYA Investment Management
170
VOYA Investment Management
Georgia
$1M +$54.5K +470 +5%
YIH
171
Y-Intercept (HK)
Hong Kong
$987K +$1.06M +9,131 New
Creative Planning
172
Creative Planning
Kansas
$971K +$335K +2,891 +47%
Comerica Bank
173
Comerica Bank
Texas
$959K +$38.6K +333 +4%
FCI
174
Financial Counselors Inc
Kansas
$897K -$4.06K -35 -0.4%
OAM
175
Oppenheimer Asset Management
New York
$888K -$368K -3,176 -28%

TRI Hedge Fund Activity: Q3 2022 in Review

380 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2022, worth a combined $9.77B — down 5.4% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of TRI and 43 opened new positions — a net loss of 2 holders — while 138 trimmed existing stakes and 116 added.

The largest buyer was Bank of Montreal, adding an estimated $272M. The largest seller was Mackenzie Financial, cutting an estimated $171M.

  • 380 institutional investors held Thomson Reuters (TRI) as of Q3 2022, down from 388 in Q2 2022.
  • Funds reported $9.77B of Thomson Reuters stock for Q3 2022, down 5.4% quarter-over-quarter.
  • 43 funds opened new Thomson Reuters positions in Q3 2022 and 45 closed out, a net change of -2 holders.
  • The largest Thomson Reuters buyer in Q3 2022 was Bank of Montreal, an estimated $272M added.
  • The largest Thomson Reuters seller in Q3 2022 was Mackenzie Financial, an estimated $171M sold.

Based on aggregated 13F filings for Q3 2022.