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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
UCFA
176
United Capital Financial Advisors
Texas
$890K +$842K +19,011 New
BNP Paribas Financial Markets
177
BNP Paribas Financial Markets
France
$889K -$2.38M -53,740 -74%
Ameriprise
178
Ameriprise
Minnesota
$855K -$129K -2,910 -14%
PI
179
Placemark Investments
Illinois
$839K +$174K +3,918 +28%
ISL
180
Ingalls & Snyder LLC
New York
$823K – – –
BKBG
181
BHF Kleinwort Benson Group
Belgium
$814K +$7.75K +175 +1%
EGM
182
Engineers Gate Manager
New York
$799K +$756K +17,062 New
SCM
183
Stevens Capital Management
Pennsylvania
$762K +$721K +16,274 New
SWM
184
SVA Wealth Management
Wisconsin
$757K +$22.1K +499 +3%
CS
185
Candriam SCA
Luxembourg
$750K +$708K +15,978 New
TC
186
Taylor Cottrill
New Hampshire
$733K -$38.2K -862 -5%
MCM
187
Mork Capital Management
California
$730K +$691K +15,597 New
AFG
188
American Financial Group
Ohio
$726K – – –
US Bancorp
189
US Bancorp
Minnesota
$720K +$11.5K +259 +2%
Principal Financial Group
190
Principal Financial Group
Iowa
$719K +$38.3K +865 +6%
Axa
191
Axa
France
$696K -$301K -6,808 -31%
DL
192
Delta Lloyd
Netherlands
$694K – – –
LCM
193
Logan Capital Management
Pennsylvania
$685K -$93.5K -2,111 -13%
JG
194
Jefferies Group
New York
$680K -$310K -7,001 -33%
VKH
195
Virtu KCG Holdings
New York
$664K +$627K +14,155 New
First Manhattan
196
First Manhattan
New York
$653K +$115K +2,606 +23%
Financial Engines Advisors
197
Financial Engines Advisors
California
$652K -$192K -4,333 -24%
BT
198
Beacon Trust
New Jersey
$642K +$56K +1,264 +10%
MIS
199
Morningstar Investment Services
Illinois
$638K +$48.9K +1,104 +9%
Commonwealth Equity Services
200
Commonwealth Equity Services
Massachusetts
$628K +$66.1K +1,493 +13%
6 7
8
9 10

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.