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Thomson Reuters
TRI

315 hedge funds and large institutions have $9.01B invested in Thomson Reuters in 2016 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 122 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

397% more call options, than puts

Call options by funds: $14.3M | Put options by funds: $2.88M

104% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 25

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

6% more funds holding

Funds holding: 296 → 315 (+19)

2% more capital invested

Capital invested by funds: $8.81B → $9.01B (+$199M)

0.74% less ownership

Funds ownership: 24.76% → 24.01% (-0.74%)

17% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 122

Holders
315
Holders Change
+19
Holders Change %
+6.42%
% of All Funds
7.88%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
51
Increased
101
Reduced
122
Closed
25
Calls
$14.3M
Puts
$2.88M
Net Calls
+$11.4M
Net Calls Change
+$4.34M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$96.4M
2
Bank of America
Bank of America
North Carolina
+$93.8M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$53.6M
4
SI
Sentry Investments
Ontario, Canada
+$22.4M
5
Goldman Sachs
Goldman Sachs
New York
+$20.2M

Top Sellers

1
IGIM
I.G. Investment Management
Manitoba, Canada
-$199M
2
Invesco
Invesco
Georgia
-$143M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$65.3M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$63.6M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$52.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
176
Squarepoint
New York
$846K +$813K +16,657 New
CIM
177
Calvert Investment Management
Maryland
$827K -$33.1K -679 -4%
CIM
178
CenturyLink Investment Management
Colorado
$815K -$847K -17,369 -52%
HDIM
179
Hanson & Doremus Investment Management
Vermont
$805K -$22.9K -470 -3%
NIPH
180
NN Investment Partners Holdings
Netherlands
$775K +$21K +430 +3%
BCM
181
Bayesian Capital Management
New York
$771K +$740K +15,166 New
AL
182
AJO LP
Pennsylvania
$746K +$716K +14,676 New
BNP Paribas Financial Markets
183
BNP Paribas Financial Markets
France
$741K -$508K -10,416 -42%
PC
184
Palo Capital
California
$688K +$141K +2,891 +27%
TRCT
185
Tower Research Capital (TRC)
New York
$666K +$103K +2,120 +28%
Rafferty Asset Management
186
Rafferty Asset Management
New York
$661K -$176K -3,615 -22%
AB
187
Amalgamated Bank
New York
$653K +$240K +4,928 +62%
AIG
188
American International Group
New York
$645K – – –
PAM
189
Princeton Alpha Management
New Jersey
$619K -$519K -10,643 -47%
First Manhattan
190
First Manhattan
New York
$603K – – –
HHC
191
Hutchin Hill Capital
New York
$600K +$576K +11,805 New
IPC
192
Independent Portfolio Consultants
Florida
$597K +$3.56K +73 +0.6%
GC
193
Guggenheim Capital
Illinois
$579K -$3.61M -74,094 -87%
PRCM
194
Pine River Capital Management
Minnesota
$517K -$262K -5,362 -35%
HIM
195
Hillsdale Investment Management
Ontario, Canada
$513K -$266K -5,455 -35%
CB
196
Commerce Bank
Missouri
$497K +$11K +226 +2%
LP
197
LMR Partners
United Kingdom
$496K -$4.97M -101,796 -91%
RJT
198
Raymond James Trust
Florida
$493K +$1.22K +25 +0.3%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$455K -$107K -2,188 -20%
T. Rowe Price Associates
200
T. Rowe Price Associates
Maryland
$452K +$76K +1,557 +21%
6 7
8
9 10

TRI Hedge Fund Activity: Q4 2016 in Review

315 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2016, worth a combined $9.01B — up 2.3% from $8.81B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new TRI positions and 25 closed out — a net gain of 26 holders — while 101 added to existing stakes and 122 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $96.4M. The largest seller was I.G. Investment Management, cutting an estimated $199M.

  • 315 institutional investors held Thomson Reuters (TRI) as of Q4 2016, up from 296 in Q3 2016.
  • Funds reported $9.01B of Thomson Reuters stock for Q4 2016, up 2.3% quarter-over-quarter.
  • 51 funds opened new Thomson Reuters positions in Q4 2016 and 25 closed out, a net change of +26 holders.
  • The largest Thomson Reuters buyer in Q4 2016 was Bank of Montreal, an estimated $96.4M added.
  • The largest Thomson Reuters seller in Q4 2016 was I.G. Investment Management, an estimated $199M sold.

Based on aggregated 13F filings for Q4 2016.