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Thomson Reuters

313 hedge funds and large institutions have $8.01B invested in Thomson Reuters in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $21.5M | Put options by funds: $13.8M

17% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 42

1% more funds holding

Funds holding: 309313 (+4)

0.45% more ownership

Funds ownership: 21.65%22.1% (+0.45%)

3% less capital invested

Capital invested by funds: $8.29B → $8.01B (-$277M)

9% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 107

86% less funds holding in top 10

Funds holding in top 10: 71 (-6)

Holders
313
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
7.1%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
49
Increased
97
Reduced
107
Closed
42
Calls
$21.5M
Puts
$13.8M
Net Calls
+$7.69M
Net Calls Change
+$9.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
201
Allianz Asset Management
Germany
$313K +$323K +6,175 New
CAM
202
Claret Asset Management
Quebec, Canada
$312K +$323K +6,171 New
BFA
203
Benedict Financial Advisors
Georgia
$296K -$14.4K -275 -4%
OMCS
204
Old Mutual Customised Solutions
South Africa
$290K
Commonwealth Equity Services
205
Commonwealth Equity Services
Massachusetts
$277K -$15.5K -297 -5%
CAM
206
CGOV Asset Management
Ontario, Canada
$274K
SFSIG
207
San Francisco Sentry Investment Group
California
$271K +$29.3K +560 +12%
LC
208
Lourd Capital
California
$264K +$273K +5,218 New
HighTower Advisors
209
HighTower Advisors
Illinois
$262K -$2.04M -39,106 -88%
GT
210
Greenleaf Trust
Michigan
$257K
WSCM
211
Wellington Shields Capital Management
New York
$240K
ECM
212
ETrade Capital Management
Virginia
$238K -$10.1K -194 -4%
LNWWM
213
Laird Norton Wetherby Wealth Management
California
$234K +$32.9K +629 +16%
Creative Planning
214
Creative Planning
Kansas
$224K +$22.7K +435 +11%
Bessemer Group
215
Bessemer Group
New Jersey
$219K +$16.6K +318 +8%
VNA
216
Valley National Advisers
Pennsylvania
$217K -$1.01M -19,256 -82%
LWAC
217
Laurel Wealth Advisors (California)
California
$217K
CI
218
Cigna Investments
Connecticut
$211K
FQ
219
First Quadrant
California
$211K
BIAS
220
Beacon Investment Advisory Services
New Jersey
$206K -$142K -2,721 -40%
PAM
221
Panagora Asset Management
Massachusetts
$196K
JGIA
222
Jackson Grant Investment Advisers
Connecticut
$175K +$83.4K +1,595 +86%
LTFS
223
Ladenburg Thalmann Financial Services
Florida
$166K +$25.7K +492 +18%
OFW
224
Omnia Family Wealth
Florida
$155K +$471 +9 +0.3%
FCM
225
Flinton Capital Management
Pennsylvania
$153K

TRI Hedge Fund Activity: Q4 2017 in Review

313 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2017, worth a combined $8.01B — down 3.3% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new TRI positions and 42 closed out — a net gain of 7 holders — while 97 added to existing stakes and 107 trimmed.

The largest buyer was Mackenzie Financial, adding an estimated $512M. The largest seller was Wellington Management Group, cutting an estimated $158M.

  • 313 institutional investors held Thomson Reuters (TRI) as of Q4 2017, up from 309 in Q3 2017.
  • Funds reported $8.01B of Thomson Reuters stock for Q4 2017, down 3.3% quarter-over-quarter.
  • 49 funds opened new Thomson Reuters positions in Q4 2017 and 42 closed out, a net change of +7 holders.
  • The largest Thomson Reuters buyer in Q4 2017 was Mackenzie Financial, an estimated $512M added.
  • The largest Thomson Reuters seller in Q4 2017 was Wellington Management Group, an estimated $158M sold.

Based on aggregated 13F filings for Q4 2017.