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Thomson Reuters
TRI

275 hedge funds and large institutions have $8.77B invested in Thomson Reuters in 2014 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 109 increasing their positions, 99 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more call options, than puts

Call options by funds: $24M | Put options by funds: $17.3M

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

10% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 99

1% more funds holding

Funds holding: 273 → 275 (+2)

0.6% more ownership

Funds ownership: 26.35% → 26.95% (+0.6%)

8% less capital invested

Capital invested by funds: $9.53B → $8.77B (-$752M)

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
275
Holders Change
+2
Holders Change %
+0.73%
% of All Funds
7.94%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.14%
New
29
Increased
109
Reduced
99
Closed
25
Calls
$24M
Puts
$17.3M
Net Calls
+$6.62M
Net Calls Change
+$7.05M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$129M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$42.5M
3
Citigroup
Citigroup
New York
+$31.5M
4
Invesco
Invesco
Georgia
+$27.9M
5
IGIM
I.G. Investment Management
Manitoba, Canada
+$24.9M

Top Sellers

1
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$44.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$37.9M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$26.5M
4
TD Asset Management
TD Asset Management
Ontario, Canada
-$25.1M
5
Jennison Associates
Jennison Associates
New York
-$24.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.48B -$37.9M -923,869 -2%
IGIM
2
I.G. Investment Management
Manitoba, Canada
$565M +$24.9M +607,620 +4%
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$521M -$7.72M -188,223 -1%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$499M +$129M +3,148,188 +33%
Franklin Resources
5
Franklin Resources
California
$416M -$3.05M -74,344 -0.7%
Invesco
6
Invesco
Georgia
$408M +$27.9M +680,840 +7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$334M +$3.63M +88,345 +1%
TD Asset Management
8
TD Asset Management
Ontario, Canada
$278M -$25.1M -610,479 -8%
LBA
9
Letko, Brosseau & Associates
Quebec, Canada
$256M -$11.5M -279,918 -4%
BGC
10
Beutel, Goodman & Co
Ontario, Canada
$230M +$1.82M +44,420 +0.9%
Parnassus Investments
11
Parnassus Investments
California
$207M -$60.1K -1,464 -0%
BAM
12
Burgundy Asset Management
Ontario, Canada
$193M +$948K +23,110 +0.5%
CIBC World Market
13
CIBC World Market
Ontario, Canada
$186M -$4.69M -114,312 -2%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$175M +$7.5M +182,857 +4%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$174M -$44.1M -1,075,635 -21%
Bank of America
16
Bank of America
North Carolina
$173M +$2.86M +69,570 +2%
CS
17
Credit Suisse
Switzerland
$125M +$8.28M +201,715 +7%
State Street
18
State Street
Massachusetts
$121M +$722K +17,604 +0.6%
RRAM
19
River Road Asset Management
Kentucky
$110M +$1.82M +44,237 +2%
TCM
20
Tetrem Capital Management
Manitoba, Canada
$101M +$349K +8,514 +0.4%
BIT
21
BlackRock Institutional Trust
California
$100M +$32.9K +801 +0%
Canada Life
22
Canada Life
Manitoba, Canada
$98.7M -$5.2M -126,792 -5%
Arrowstreet Capital
23
Arrowstreet Capital
Massachusetts
$93.5M +$19.6M +478,703 +26%
Goldman Sachs
24
Goldman Sachs
New York
$84.3M +$22M +536,778 +34%
Mawer Investment Management
25
Mawer Investment Management
Alberta, Canada
$82.9M +$333K +8,116 +0.4%
1
2 3 4 5

TRI Hedge Fund Activity: Q1 2014 in Review

275 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2014, worth a combined $8.77B — down 7.9% from $9.53B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new TRI positions and 25 closed out — a net gain of 4 holders — while 109 added to existing stakes and 99 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $129M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $44.1M.

  • 275 institutional investors held Thomson Reuters (TRI) as of Q1 2014, up from 273 in Q4 2013.
  • Funds reported $8.77B of Thomson Reuters stock for Q1 2014, down 7.9% quarter-over-quarter.
  • 29 funds opened new Thomson Reuters positions in Q1 2014 and 25 closed out, a net change of +4 holders.
  • The largest Thomson Reuters buyer in Q1 2014 was Bank of Montreal, an estimated $129M added.
  • The largest Thomson Reuters seller in Q1 2014 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $44.1M sold.

Based on aggregated 13F filings for Q1 2014.