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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
CAAS
176
Capital Asset Advisory Services
Michigan
$801K -$26.2K -337 -3%
Lido Advisors
177
Lido Advisors
California
$783K -$26.7K -343 -4%
PIC
178
PCJ Investment Counsel
Ontario, Canada
$774K +$256K +3,284 +55%
AAM
179
Advisors Asset Management
Colorado
$765K -$106K -1,363 -13%
SAM
180
Shell Asset Management
Netherlands
$762K +$36.9K +474 +6%
O
181
Ossiam
France
$748K +$694K +8,921 New
MUS
182
Mitsubishi UFJ Securities
Japan
$740K +$685K +8,805 New
TI
183
Trexquant Investment
Connecticut
$726K -$524K -6,733 -44%
BRWA
184
B. Riley Wealth Advisors
Florida
$726K +$48.8K +627 +8%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$711K +$168K +2,158 +34%
TC
186
TownSquare Capital
Utah
$672K +$180K +2,307 +41%
Ensign Peak Advisors
187
Ensign Peak Advisors
Utah
$667K -$337K -4,328 -36%
Schroder Investment Management Group
188
Schroder Investment Management Group
United Kingdom
$659K +$34.8K +447 +8%
Nisa Investment Advisors
189
Nisa Investment Advisors
Missouri
$629K -$273K -3,512 -32%
S
190
SimplyRich
California
$602K – – –
GTCM
191
Gyon Technologies Capital Management
New Jersey
$597K +$553K +7,109 New
FA
192
FDx Advisors
Illinois
$582K +$156K +2,001 +41%
VOYA Investment Management
193
VOYA Investment Management
Georgia
$573K -$215K -2,757 -29%
AP
194
Advisor Partners
California
$528K +$24.2K +311 +5%
BDWM
195
Brewin Dolphin Wealth Management
Ireland
$526K – – –
BEI
196
Benjamin Edwards Inc
Missouri
$483K -$15.8K -203 -3%
Commonwealth Equity Services
197
Commonwealth Equity Services
Massachusetts
$481K -$13.5K -174 -3%
SVWAG
198
Sound View Wealth Advisors Group
Georgia
$474K +$51.9K +667 +13%
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
$472K -$2.34M -30,055 -84%
RWM
200
Ritholtz Wealth Management
New York
$471K +$53.9K +693 +14%
6 7
8
9 10

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.