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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
V
201
Veritable
Delaware
$616K +$37.4K +844 +7%
ARC
202
Absolute Return Capital
Massachusetts
$606K -$660K -14,911 -54%
CB
203
Commerce Bank
Missouri
$560K +$25K +565 +5%
RCM
204
Riverhead Capital Management
Delaware
$553K – – –
TRCT
205
Tower Research Capital (TRC)
New York
$541K +$409K +9,246 +1,328%
BFA
206
Benedict Financial Advisors
Georgia
$537K +$515K +11,624 New
QI
207
QS Investors
New York
$536K -$12M -270,659 -96%
TI
208
Trexquant Investment
Connecticut
$512K +$485K +10,944 New
Millennium Management
209
Millennium Management
New York
$509K -$23.8M -536,413 -98%
DekaBank Deutsche Girozentrale
210
DekaBank Deutsche Girozentrale
Germany
$499K -$114K -2,585 -20%
BG
211
BlackRock Group
United Kingdom
$484K – – –
HW
212
Hedeker Wealth
Illinois
$468K +$442K +9,987 New
CI
213
Capital International
California
$464K – – –
Public Employees Retirement Association of Colorado
214
Public Employees Retirement Association of Colorado
Colorado
$458K -$7.39K -167 -2%
Schroder Investment Management Group
215
Schroder Investment Management Group
United Kingdom
$449K -$158K -3,577 -30%
MLICM
216
Metropolitan Life Insurance Company (MetLife)
New York
$436K – – –
Rafferty Asset Management
217
Rafferty Asset Management
New York
$408K -$70.1K -1,583 -15%
CCA
218
Checchi Capital Advisers
California
$389K +$65.3K +1,475 +22%
RJT
219
Raymond James Trust
Florida
$385K +$8.46K +191 +2%
TCM
220
Twin Capital Management
Pennsylvania
$376K -$574K -12,969 -62%
AI
221
ArchPoint Investors
Florida
$367K +$61.8K +1,396 +22%
SI
222
Sentry Investments
Ontario, Canada
$366K +$298K +6,721 New
CG
223
Colony Group
Massachusetts
$343K -$140K -3,171 -30%
AP
224
AHL Partners
United Kingdom
$340K -$262K -5,925 -45%
GCP
225
GSA Capital Partners
United Kingdom
$331K +$313K +7,065 New
7 8
9
10 11

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.