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Thomson Reuters
TRI

326 hedge funds and large institutions have $7.32B invested in Thomson Reuters in 2019 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 102 increasing their positions, 106 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 38

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

11% more capital invested

Capital invested by funds: $6.62B → $7.32B (+$699M)

4% more funds holding

Funds holding: 312 → 326 (+14)

0.54% more ownership

Funds ownership: 18.69% → 19.23% (+0.54%)

4% less repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 106

51% less call options, than puts

Call options by funds: $25.4M | Put options by funds: $52.1M

Holders
326
Holders Change
+14
Holders Change %
+4.49%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
60
Increased
102
Reduced
106
Closed
38
Calls
$25.4M
Puts
$52.1M
Net Calls
-$26.7M
Net Calls Change
-$29.3M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$243M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$120M
3
SC
Samlyn Capital
New York
+$24.4M
4
CS
Credit Suisse
Switzerland
+$22.4M
5
ClearBridge Investments
ClearBridge Investments
New York
+$21.3M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$69.8M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$50.1M
3
NIM
Nexus Investment Management
Ontario, Canada
-$28.8M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$26.7M
5
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$22.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.28B +$120M +1,646,480 +11%
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$687M +$7.06M +96,960 +1%
Fidelity International
3
Fidelity International
Bermuda
$565M +$243M +3,336,027 +80%
Vanguard Group
4
Vanguard Group
Pennsylvania
$402M +$1.91M +26,274 +0.5%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$345M +$3.57M +49,064 +1%
TD Asset Management
6
TD Asset Management
Ontario, Canada
$294M -$4.1M -56,267 -1%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$274M -$69.8M -958,366 -21%
Norges Bank
8
Norges Bank
Norway
$227M – – –
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196M -$26.7M -366,867 -12%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$160M +$8.05M +110,463 +5%
BGC
11
Beutel, Goodman & Co
Ontario, Canada
$136M -$996K -13,679 -0.8%
CIBC World Market
12
CIBC World Market
Ontario, Canada
$130M +$10.1M +138,157 +9%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$126M +$8.59M +117,905 +8%
Bank of America
14
Bank of America
North Carolina
$124M -$12.8M -176,280 -10%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$109M -$11.7M -160,969 -10%
Legal & General Group
16
Legal & General Group
United Kingdom
$91.1M +$706K +9,691 +0.8%
Toronto Dominion Bank
17
Toronto Dominion Bank
Ontario, Canada
$80.7M +$6.88M +94,470 +10%
Invesco
18
Invesco
Georgia
$79.6M +$4.54M +62,353 +6%
ClearBridge Investments
19
ClearBridge Investments
New York
$71.7M +$21.3M +292,900 +45%
JP Morgan Chase
20
JP Morgan Chase
New York
$61.9M -$8.69M -119,258 -13%
Millennium Management
21
Millennium Management
New York
$60M +$3.69M +50,599 +7%
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$60M -$551K -7,560 -0.9%
Citadel Advisors
23
Citadel Advisors
Florida
$58.9M -$13.3M -182,322 -19%
Canada Life
24
Canada Life
Manitoba, Canada
$57M +$1.68M +23,089 +3%
AIMCA
25
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$56.9M -$304K -4,176 -0.6%
1
2 3 4 5

TRI Hedge Fund Activity: Q4 2019 in Review

326 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2019, worth a combined $7.32B — up 11% from $6.62B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new TRI positions and 38 closed out — a net gain of 22 holders — while 102 added to existing stakes and 106 trimmed.

The largest buyer was Fidelity International, adding an estimated $243M. The largest seller was Massachusetts Financial Services, cutting an estimated $69.8M.

  • 326 institutional investors held Thomson Reuters (TRI) as of Q4 2019, up from 312 in Q3 2019.
  • Funds reported $7.32B of Thomson Reuters stock for Q4 2019, up 11% quarter-over-quarter.
  • 60 funds opened new Thomson Reuters positions in Q4 2019 and 38 closed out, a net change of +22 holders.
  • The largest Thomson Reuters buyer in Q4 2019 was Fidelity International, an estimated $243M added.
  • The largest Thomson Reuters seller in Q4 2019 was Massachusetts Financial Services, an estimated $69.8M sold.

Based on aggregated 13F filings for Q4 2019.