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Thomson Reuters

398 hedge funds and large institutions have $11.3B invested in Thomson Reuters in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 122 increasing their positions, 139 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 45

3% more funds holding

Funds holding: 387398 (+11)

0.62% less ownership

Funds ownership: 20.2%19.57% (-0.62%)

5% less capital invested

Capital invested by funds: $11.9B → $11.3B (-$577M)

12% less repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 139

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

40% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $58.7M

Holders
398
Holders Change
+11
Holders Change %
+2.84%
% of All Funds
6.12%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
62
Increased
122
Reduced
139
Closed
45
Calls
$35.5M
Puts
$58.7M
Net Calls
-$23.2M
Net Calls Change
-$79.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.94B +$31M +248,843 +2%
JFL
2
Jarislowsky, Fraser Ltd
Quebec, Canada
$869M -$72.7M -583,677 -8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$759M +$9.86M +79,200 +1%
Fidelity International
4
Fidelity International
Bermuda
$719M -$194M -1,555,207 -21%
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$623M -$189M -1,518,169 -24%
Vanguard Group
6
Vanguard Group
Pennsylvania
$622M +$4.17M +33,475 +0.7%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$508M -$53.2M -427,560 -10%
Connor, Clark & Lunn Investment Management (CC&L)
8
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$340M +$83.5M +670,876 +33%
TD Asset Management
9
TD Asset Management
Ontario, Canada
$339M -$36.4M -292,114 -10%
Fiera Capital (Canada)
10
Fiera Capital (Canada)
Quebec, Canada
$317M -$15.6M -125,014 -5%
TGA
11
TPG GP A
Texas
$300M +$297M +2,381,386 New
ClearBridge Investments
12
ClearBridge Investments
New York
$267M +$33.3M +267,510 +14%
Bank of Nova Scotia
13
Bank of Nova Scotia
Ontario, Canada
$196M -$49M -393,149 -20%
Norges Bank
14
Norges Bank
Norway
$192M -$5.31M -42,679 -3%
Bank of America
15
Bank of America
North Carolina
$168M -$33M -265,048 -17%
CIBC World Market
16
CIBC World Market
Ontario, Canada
$157M -$7.47M -60,009 -5%
UBS AM
17
UBS AM
Illinois
$141M +$135M +1,086,380 +3,152%
Toronto Dominion Bank
18
Toronto Dominion Bank
Ontario, Canada
$129M -$3.95M -31,734 -3%
Legal & General Group
19
Legal & General Group
United Kingdom
$127M -$4.39M -35,238 -3%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$86.6M +$82.1M +659,595 +2,375%
Swiss National Bank
21
Swiss National Bank
Switzerland
$81.4M -$4.79M -38,438 -6%
JP Morgan Chase
22
JP Morgan Chase
New York
$75.8M -$23.8M -191,374 -24%
1832 Asset Management
23
1832 Asset Management
Ontario, Canada
$72.3M -$22.1M -177,447 -24%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$71.8M +$2.43M +19,483 +4%
First Trust Advisors
25
First Trust Advisors
Illinois
$63.7M +$1.83M +14,669 +3%

TRI Hedge Fund Activity: Q4 2021 in Review

398 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2021, worth a combined $11.3B — down 4.9% from $11.9B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new TRI positions and 45 closed out — a net gain of 17 holders — while 122 added to existing stakes and 139 trimmed.

The largest buyer was UBS AM, adding an estimated $135M. The largest seller was Fidelity International, cutting an estimated $194M.

  • 398 institutional investors held Thomson Reuters (TRI) as of Q4 2021, up from 387 in Q3 2021.
  • Funds reported $11.3B of Thomson Reuters stock for Q4 2021, down 4.9% quarter-over-quarter.
  • 62 funds opened new Thomson Reuters positions in Q4 2021 and 45 closed out, a net change of +17 holders.
  • The largest Thomson Reuters buyer in Q4 2021 was UBS AM, an estimated $135M added.
  • The largest Thomson Reuters seller in Q4 2021 was Fidelity International, an estimated $194M sold.

Based on aggregated 13F filings for Q4 2021.