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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
CCA
201
Checchi Capital Advisers
California
$464K +$10.4K +134 +2%
JMPWA
202
JP Morgan Private Wealth Advisors
California
$441K -$65.2K -838 -14%
1WA
203
180 Wealth Advisors
Washington
$425K +$8.25K +106 +2%
CSS
204
Cubist Systematic Strategies
Connecticut
$423K -$7.22M -92,730 -95%
MOS
205
MGO One Seven
Ohio
$418K +$5.29K +68 +0.9%
ACM
206
AlphaCrest Capital Management
New York
$415K -$973K -12,502 -72%
BFS
207
Bradley Foster & Sargent
Connecticut
$413K +$382K +4,915 New
UIM
208
USS Investment Management
United Kingdom
$412K – – –
SBF
209
Sara-Bay Financial
Florida
$410K -$856 -11 -0.2%
VFA
210
Voya Financial Advisors
Connecticut
$404K -$20.4K -262 -5%
H
211
Hexavest
Quebec, Canada
$401K -$2.09M -26,829 -85%
WSCM
212
Wellington Shields Capital Management
New York
$398K – – –
First Manhattan
213
First Manhattan
New York
$376K – – –
FBFS
214
First Business Financial Services
Wisconsin
$375K – – –
LWAC
215
Laurel Wealth Advisors (California)
California
$363K – – –
GC
216
Gilbert & Cook
Iowa
$361K +$28.4K +365 +9%
BOPW
217
Brandywine Oak Private Wealth
Pennsylvania
$360K +$14.1K +181 +4%
GAM
218
Griffin Asset Management
New York
$346K +$320K +4,114 New
MIM
219
Manitou Investment Management
Ontario, Canada
$345K – – –
GIBU
220
Gulf International Bank (UK)
United Kingdom
$333K – – –
NIM
221
Nexus Investment Management
Ontario, Canada
$327K – – –
HighTower Advisors
222
HighTower Advisors
Illinois
$318K -$5.21K -67 -2%
SG Americas Securities
223
SG Americas Securities
New York
$311K +$155K +1,994 +117%
MFG
224
Menard Financial Group
Texas
$307K -$11.5K -148 -4%
JGIA
225
Jackson Grant Investment Advisers
Connecticut
$303K – – –
7 8
9
10 11

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.