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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
RJFSA
176
Raymond James Financial Services Advisors
Florida
$862K -$224K -1,934 -20%
PFS
177
Prospera Financial Services
Texas
$837K +$577K +4,977 +180%
YCM
178
Yousif Capital Management
Michigan
$836K +$58.3K +503 +7%
APG Asset Management
179
APG Asset Management
Netherlands
$831K +$121K +1,043 +16%
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$814K +$41.5K +358 +5%
PFG
181
PAX Financial Group
Texas
$805K -$580 -5 -0.1%
MML Investors Services
182
MML Investors Services
Massachusetts
$804K -$177K -1,528 -17%
BAM
183
Burgundy Asset Management
Ontario, Canada
$791K
Bank of Montreal
184
Bank of Montreal
Ontario, Canada
$785K +$272M +2,345,918 +48%
Cambridge Investment Research Advisors
185
Cambridge Investment Research Advisors
Iowa
$781K +$28.9K +249 +4%
HighTower Advisors
186
HighTower Advisors
Illinois
$780K +$23.1K +199 +3%
VPIM
187
Vanguard Personalized Indexing Management
California
$768K +$174K +1,505 +27%
S
188
SimplyRich
California
$763K
BBVA
189
Banco Bilbao Vizcaya Argentaria
Spain
$750K +$432K +3,723 +118%
S
190
SignatureFD
Georgia
$747K +$174K +1,501 +28%
GT
191
Greenleaf Trust
Michigan
$728K -$7.77K -67 -1%
Principal Financial Group
192
Principal Financial Group
Iowa
$717K +$212K +1,830 +38%
TI
193
Trexquant Investment
Connecticut
$707K +$758K +6,536 New
FA
194
FDx Advisors
Illinois
$704K -$500K -4,314 -40%
Baird Financial Group
195
Baird Financial Group
Wisconsin
$692K
XT
196
XTX Topco
Cayman Islands
$688K +$493K +4,253 +201%
API
197
Advisor Partners II
California
$681K +$730K +6,295 New
WG
198
Winton Group
United Kingdom
$678K +$727K +6,273 New
American Century Companies
199
American Century Companies
Missouri
$663K +$32.9K +284 +5%
PP
200
PrairieView Partners
Minnesota
$662K

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.