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Thomson Reuters

309 hedge funds and large institutions have $8.29B invested in Thomson Reuters in 2017 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 94 increasing their positions, 113 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

4% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 46

1% less funds holding

Funds holding: 311309 (-2)

1.29% less ownership

Funds ownership: 22.94%21.65% (-1.3%)

8% less capital invested

Capital invested by funds: $8.97B → $8.29B (-$679M)

13% less call options, than puts

Call options by funds: $10.5M | Put options by funds: $12.1M

17% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 113

Holders
309
Holders Change
-2
Holders Change %
-0.64%
% of All Funds
7.7%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.17%
New
48
Increased
94
Reduced
113
Closed
46
Calls
$10.5M
Puts
$12.1M
Net Calls
-$1.58M
Net Calls Change
-$3.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.75B +$37.4M +701,623 +2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$463M -$82.6M -1,548,438 -15%
JFL
3
Jarislowsky, Fraser Ltd
Quebec, Canada
$423M -$328K -6,138 -0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$307M +$4.51M +84,508 +1%
TD Asset Management
5
TD Asset Management
Ontario, Canada
$299M -$28.3M -530,487 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$266M +$114M +2,132,878 +75%
LBA
7
Letko, Brosseau & Associates
Quebec, Canada
$264M -$5.95M -111,495 -2%
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$258M +$16.4M +307,605 +7%
Norges Bank
9
Norges Bank
Norway
$196M -$4.55M -85,249 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
10
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$187M +$5.22M +97,803 +3%
BGC
11
Beutel, Goodman & Co
Ontario, Canada
$185M -$38.5M -720,724 -17%
Franklin Resources
12
Franklin Resources
California
$142M +$2.27M +42,460 +2%
AIMCA
13
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$136M +$74.1M +1,388,410 +192%
IGIM
14
I.G. Investment Management
Manitoba, Canada
$125M +$53.9M +1,010,771 +75%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$125M -$25.1M -469,832 -17%
AGA
16
Altrinsic Global Advisors
Connecticut
$124M -$6.38M -119,464 -5%
Mawer Investment Management
17
Mawer Investment Management
Alberta, Canada
$123M +$3.34M +62,631 +3%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$119M +$61.3M +1,148,832 +105%
CIBC World Market
19
CIBC World Market
Ontario, Canada
$118M -$68.4M -1,281,114 -37%
Bank of America
20
Bank of America
North Carolina
$115M +$802K +15,028 +0.7%
Millennium Management
21
Millennium Management
New York
$106M +$30.7M +574,967 +41%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$102M +$51.7M +967,956 +99%
Goldman Sachs
23
Goldman Sachs
New York
$89.7M -$40.1M -751,313 -31%
SI
24
Sentry Investments
Ontario, Canada
$88.4M +$9.24M +173,029 +15%
Canada Life
25
Canada Life
Manitoba, Canada
$86.4M +$8.89M +166,602 +11%

TRI Hedge Fund Activity: Q3 2017 in Review

309 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q3 2017, worth a combined $8.29B — down 7.6% from $8.97B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new TRI positions and 46 closed out — a net gain of 2 holders — while 94 added to existing stakes and 113 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $114M. The largest seller was Parnassus Investments, cutting an estimated $322M.

  • 309 institutional investors held Thomson Reuters (TRI) as of Q3 2017, down from 311 in Q2 2017.
  • Funds reported $8.29B of Thomson Reuters stock for Q3 2017, down 7.6% quarter-over-quarter.
  • 48 funds opened new Thomson Reuters positions in Q3 2017 and 46 closed out, a net change of +2 holders.
  • The largest Thomson Reuters buyer in Q3 2017 was Fidelity Investments, an estimated $114M added.
  • The largest Thomson Reuters seller in Q3 2017 was Parnassus Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2017.