Thomson Reuters
TRI
396 hedge funds and large institutions have $10.8B invested in Thomson Reuters in 2022 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 112 increasing their positions, 152 reducing their positions, and 38 closing their positions.
68% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 38
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
5% more funds holding
Funds holding: 378 → 396 (+18)
2% more capital invested
Capital invested by funds: $10.6B → $10.8B (+$226M)
1.46% less ownership
Funds ownership: 20.1% → 18.64% (-1.5%)
26% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 152
49% less call options, than puts
Call options by funds: $39.4M | Put options by funds: $76.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM Investment Management
Laguna Beach,
California
|
+$194M |
| 2 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$104M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$40.5M |
| 4 |
SSA
Schonfeld Strategic Advisors
New York
|
+$34.9M |
| 5 |
GC
Gillson Capital
Chicago,
Illinois
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$316M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$205M |
| 3 |
Millennium Management
New York
|
-$112M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$93.1M |
| 5 |
TGA
TPG GP A
Fort Worth,
Texas
|
-$79.6M |
TRI Hedge Fund Activity: Q4 2022 in Review
396 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q4 2022, worth a combined $10.8B — up 2.1% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new TRI positions and 38 closed out — a net gain of 26 holders — while 112 added to existing stakes and 152 trimmed.
The largest buyer was WCM Investment Management, opening a new position worth an estimated $194M. The largest seller was Fidelity International, cutting an estimated $316M.
- 396 institutional investors held Thomson Reuters (TRI) as of Q4 2022, up from 378 in Q3 2022.
- Funds reported $10.8B of Thomson Reuters stock for Q4 2022, up 2.1% quarter-over-quarter.
- 64 funds opened new Thomson Reuters positions in Q4 2022 and 38 closed out, a net change of +26 holders.
- The largest Thomson Reuters buyer in Q4 2022 was WCM Investment Management, an estimated $194M added.
- The largest Thomson Reuters seller in Q4 2022 was Fidelity International, an estimated $316M sold.
Based on aggregated 13F filings for Q4 2022.