Thomson Reuters
TRI
304 hedge funds and large institutions have $8.48B invested in Thomson Reuters in 2016 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 113 increasing their positions, 122 reducing their positions, and 23 closing their positions.
110% more call options, than puts
Call options by funds: $17.2M | Put options by funds: $8.21M
39% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 23
2% more funds holding
Funds holding: 298 → 304 (+6)
7% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 122
1.51% less ownership
Funds ownership: 25.45% → 23.95% (-1.5%)
7% less capital invested
Capital invested by funds: $9.14B → $8.48B (-$655M)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$75.2M |
| 2 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$70.5M |
| 3 |
AGA
Altrinsic Global Advisors
Stamford,
Connecticut
|
+$41.5M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$29.8M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JFL
Jarislowsky, Fraser Ltd
Montreal,
Quebec, Canada
|
-$392M |
| 2 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$95.1M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$69.4M |
| 4 |
TCM
Tetrem Capital Management
Winnipeg,
Manitoba, Canada
|
-$58.1M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$48.1M |
TRI Hedge Fund Activity: Q2 2016 in Review
304 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2016, worth a combined $8.48B — down 7.2% from $9.14B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new TRI positions and 23 closed out — a net gain of 9 holders — while 113 added to existing stakes and 122 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $75.2M. The largest seller was Jarislowsky, Fraser Ltd, exiting entirely with an estimated $392M sold.
- 304 institutional investors held Thomson Reuters (TRI) as of Q2 2016, up from 298 in Q1 2016.
- Funds reported $8.48B of Thomson Reuters stock for Q2 2016, down 7.2% quarter-over-quarter.
- 32 funds opened new Thomson Reuters positions in Q2 2016 and 23 closed out, a net change of +9 holders.
- The largest Thomson Reuters buyer in Q2 2016 was Wellington Management Group, an estimated $75.2M added.
- The largest Thomson Reuters seller in Q2 2016 was Jarislowsky, Fraser Ltd, an estimated $392M sold.
Based on aggregated 13F filings for Q2 2016.