Thomson Reuters
TRI
312 hedge funds and large institutions have $9.39B invested in Thomson Reuters in 2015 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 114 increasing their positions, 120 reducing their positions, and 15 closing their positions.
140% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 15
25% more call options, than puts
Call options by funds: $15.7M | Put options by funds: $12.6M
6% more funds holding
Funds holding: 293 → 312 (+19)
0.69% less ownership
Funds ownership: 27.2% → 26.51% (-0.69%)
5% less repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 120
8% less capital invested
Capital invested by funds: $10.2B → $9.39B (-$775M)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
+$71.5M |
| 2 |
Millennium Management
New York
|
+$26.6M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$20.1M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$19.9M |
| 5 |
AIMCA
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
+$18.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$71.7M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$69.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$65.1M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$63.6M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$58.5M |
TRI Hedge Fund Activity: Q2 2015 in Review
312 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2015, worth a combined $9.39B — down 7.6% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new TRI positions and 15 closed out — a net gain of 21 holders — while 114 added to existing stakes and 120 trimmed.
The largest buyer was Altrinsic Global Advisors, adding an estimated $71.5M. The largest seller was Fidelity Investments, cutting an estimated $71.7M.
- 312 institutional investors held Thomson Reuters (TRI) as of Q2 2015, up from 293 in Q1 2015.
- Funds reported $9.39B of Thomson Reuters stock for Q2 2015, down 7.6% quarter-over-quarter.
- 36 funds opened new Thomson Reuters positions in Q2 2015 and 15 closed out, a net change of +21 holders.
- The largest Thomson Reuters buyer in Q2 2015 was Altrinsic Global Advisors, an estimated $71.5M added.
- The largest Thomson Reuters seller in Q2 2015 was Fidelity Investments, an estimated $71.7M sold.
Based on aggregated 13F filings for Q2 2015.