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Thomson Reuters

384 hedge funds and large institutions have $11B invested in Thomson Reuters in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.07% more ownership

Funds ownership: 19.57%19.64% (+0.07%)

3% less capital invested

Capital invested by funds: $11.3B → $11B (-$338M)

4% less funds holding

Funds holding: 398384 (-14)

13% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $37.2M

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 48

22% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 152

Holders
384
Holders Change
-14
Holders Change %
-3.52%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
119
Reduced
152
Closed
48
Calls
$32.3M
Puts
$37.2M
Net Calls
-$4.91M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
201
American Century Companies
Missouri
$668K +$106K +949 +19%
BCM
202
Bayesian Capital Management
New York
$635K -$321K -2,876 -34%
FBFS
203
First Business Financial Services
Wisconsin
$607K
GAM
204
Griffin Asset Management
New York
$591K +$45.5K +408 +9%
ERSOT
205
Employees Retirement System of Texas
Texas
$590K -$619K -5,544 -52%
CCA
206
Checchi Capital Advisers
California
$584K +$7.26K +65 +1%
PP
207
Paloma Partners
Connecticut
$570K -$394K -3,532 -42%
BFS
208
Bradley Foster & Sargent
Connecticut
$564K
SBF
209
Sara-Bay Financial
Florida
$548K -$1.9K -17 -0.4%
Principal Financial Group
210
Principal Financial Group
Iowa
$547K +$533K +4,778 New
WSCM
211
Wellington Shields Capital Management
New York
$543K
CCIA
212
Campbell & Co Investment Adviser
Maryland
$541K +$527K +4,720 New
RWM
213
Ritholtz Wealth Management
New York
$533K -$1.79K -16 -0.3%
WFI
214
West Family Investments
California
$528K
OTPPB
215
Ontario Teachers' Pension Plan Board
Ontario, Canada
$526K +$47.3K +424 +10%
AIM
216
Aigen Investment Management
New York
$513K -$641K -5,741 -56%
VPIM
217
Vanguard Personalized Indexing Management
California
$511K +$147K +1,317 +42%
PP
218
PDT Partners
New York
$503K +$490K +4,388 New
IG
219
ING Group
Netherlands
$500K -$56.5K -506 -10%
LWAC
220
Laurel Wealth Advisors (California)
California
$496K
MOS
221
MGO One Seven
Ohio
$495K -$25.3K -227 -3%
Lido Advisors
222
Lido Advisors
California
$487K -$78K -699 -14%
IWP
223
Icon Wealth Partners
Texas
$484K +$1.9K +17 +0.4%
Creative Planning
224
Creative Planning
Kansas
$478K -$1.9K -17 -0.4%
NIMI
225
Natixis Investment Managers International
France
$477K +$465K +4,166 New

TRI Hedge Fund Activity: Q1 2022 in Review

384 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2022, worth a combined $11B — down 3% from $11.3B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of TRI and 40 opened new positions — a net loss of 8 holders — while 152 trimmed existing stakes and 119 added.

The largest buyer was Mackenzie Financial, adding an estimated $303M. The largest seller was Fidelity Investments, cutting an estimated $224M.

  • 384 institutional investors held Thomson Reuters (TRI) as of Q1 2022, down from 398 in Q4 2021.
  • Funds reported $11B of Thomson Reuters stock for Q1 2022, down 3% quarter-over-quarter.
  • 40 funds opened new Thomson Reuters positions in Q1 2022 and 48 closed out, a net change of -8 holders.
  • The largest Thomson Reuters buyer in Q1 2022 was Mackenzie Financial, an estimated $303M added.
  • The largest Thomson Reuters seller in Q1 2022 was Fidelity Investments, an estimated $224M sold.

Based on aggregated 13F filings for Q1 2022.