We are live on ! Find out more
TRI icon

Thomson Reuters

273 hedge funds and large institutions have $9.53B invested in Thomson Reuters in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 112 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 21

4% more funds holding

Funds holding: 262273 (+11)

4% more capital invested

Capital invested by funds: $9.14B → $9.53B (+$386M)

0.82% less ownership

Funds ownership: 27.17%26.35% (-0.82%)

2% less call options, than puts

Call options by funds: $22M | Put options by funds: $22.5M

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

15% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 112

Holders
273
Holders Change
+11
Holders Change %
+4.2%
% of All Funds
7.92%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.26%
New
34
Increased
95
Reduced
112
Closed
21
Calls
$22M
Puts
$22.5M
Net Calls
-$438K
Net Calls Change
-$21M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.67B +$1.84M +43,151 +0.1%
IGIM
2
I.G. Investment Management
Manitoba, Canada
$598M -$77.7M -1,821,148 -12%
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$580M -$25.2M -590,508 -4%
Franklin Resources
4
Franklin Resources
California
$463M +$19M +444,548 +4%
Invesco
5
Invesco
Georgia
$420M -$38.1M -892,761 -9%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$414M -$7.75M -181,548 -2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$365M +$414K +9,712 +0.1%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$334M -$11.2M -262,029 -3%
LBA
9
Letko, Brosseau & Associates
Quebec, Canada
$295M -$13.4M -314,021 -4%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$235M -$11.2M -262,971 -5%
BGC
11
Beutel, Goodman & Co
Ontario, Canada
$233M -$553K -12,968 -0.3%
Parnassus Investments
12
Parnassus Investments
California
$229M +$4.55M +106,645 +2%
BAM
13
Burgundy Asset Management
Ontario, Canada
$212M -$1.56M -36,630 -0.8%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$210M +$1.59M +37,277 +0.8%
Bank of America
15
Bank of America
North Carolina
$189M -$3.5M -81,943 -2%
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$185M -$3.87M -90,665 -2%
State Street
17
State Street
Massachusetts
$133M -$530K -12,417 -0.4%
CS
18
Credit Suisse
Switzerland
$129M +$126M +2,949,282 New
RRAM
19
River Road Asset Management
Kentucky
$120M +$11M +258,430 +10%
Canada Life
20
Canada Life
Manitoba, Canada
$115M -$33.9M -794,881 -23%
BIT
21
BlackRock Institutional Trust
California
$111M -$1.1M -25,816 -1%
TCM
22
Tetrem Capital Management
Manitoba, Canada
$107M -$3.06M -71,678 -3%
Mawer Investment Management
23
Mawer Investment Management
Alberta, Canada
$91.2M +$342K +8,005 +0.4%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$82.2M +$67M +1,570,412 +518%
GCC
25
Guardian Capital (Canada)
Ontario, Canada
$81M -$60.4M -1,415,907 -43%

TRI Hedge Fund Activity: Q4 2013 in Review

273 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2013, worth a combined $9.53B — up 4.2% from $9.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new TRI positions and 21 closed out — a net gain of 13 holders — while 95 added to existing stakes and 112 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $126M. The largest seller was Fidelity Investments, cutting an estimated $112M.

  • 273 institutional investors held Thomson Reuters (TRI) as of Q4 2013, up from 262 in Q3 2013.
  • Funds reported $9.53B of Thomson Reuters stock for Q4 2013, up 4.2% quarter-over-quarter.
  • 34 funds opened new Thomson Reuters positions in Q4 2013 and 21 closed out, a net change of +13 holders.
  • The largest Thomson Reuters buyer in Q4 2013 was Credit Suisse, an estimated $126M added.
  • The largest Thomson Reuters seller in Q4 2013 was Fidelity Investments, an estimated $112M sold.

Based on aggregated 13F filings for Q4 2013.