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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
SIA
201
Sit Investment Associates
Minnesota
$649K
GAM
202
Griffin Asset Management
New York
$590K +$27.5K +237 +5%
PG
203
Pendal Group
Australia
$587K -$41.3K -356 -6%
FBFS
204
First Business Financial Services
Wisconsin
$573K
IG
205
ING Group
Netherlands
$561K +$112K +967 +23%
CCA
206
Checchi Capital Advisers
California
$560K +$7.19K +62 +1%
MGP
207
Metis Global Partners
California
$559K -$91.1K -786 -13%
AT
208
Arden Trust
Delaware
$556K -$196K -1,689 -25%
MGWM
209
Marks Group Wealth Management
Minnesota
$550K -$286K -2,469 -33%
BFS
210
Bradley Foster & Sargent
Connecticut
$531K
QT
211
Quantbot Technologies
New York
$527K -$714K -6,158 -56%
VT
212
Vise Technologies
New York
$527K +$91K +785 +19%
RWM
213
Ritholtz Wealth Management
New York
$518K +$20.6K +178 +4%
CWM
214
Cordatus Wealth Management
Pennsylvania
$514K +$551K +4,751 New
WSCM
215
Wellington Shields Capital Management
New York
$512K
SBF
216
Sara-Bay Financial
Florida
$510K -$3.59K -31 -0.7%
WFI
217
West Family Investments
California
$483K +$13.2K +114 +3%
LWAC
218
Laurel Wealth Advisors (California)
California
$467K -$464 -4 -0.1%
BTWM
219
Baker Tilly Wealth Management
Wisconsin
$457K -$173K -1,488 -26%
Cerity Partners
220
Cerity Partners
New York
$449K -$6.49K -56 -1%
CCIA
221
Campbell & Co Investment Adviser
Maryland
$448K +$221K +1,909 +86%
Assenagon Asset Management
222
Assenagon Asset Management
Luxembourg
$445K +$474K +4,091 New
MF
223
Magnetar Financial
Illinois
$438K +$470K +4,055 New
CPC
224
Cookson Peirce & Co
Pennsylvania
$437K +$468K +4,040 New
HWAM
225
Hennion & Walsh Asset Management
New Jersey
$435K -$11.7K -101 -2%

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.