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Thomson Reuters

410 hedge funds and large institutions have $11.6B invested in Thomson Reuters in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 131 increasing their positions, 144 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 34

62% more call options, than puts

Call options by funds: $57.9M | Put options by funds: $35.7M

8% more capital invested

Capital invested by funds: $10.8B → $11.6B (+$820M)

3% more funds holding

Funds holding: 397410 (+13)

9% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 144

1.11% less ownership

Funds ownership: 18.66%17.55% (-1.1%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
410
Holders Change
+13
Holders Change %
+3.27%
% of All Funds
6.53%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
57
Increased
131
Reduced
144
Closed
34
Calls
$57.9M
Puts
$35.7M
Net Calls
+$22.1M
Net Calls Change
+$59.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.93B -$47.5M -372,468 -3%
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$778M +$10.5M +82,033 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$735M +$3.17M +24,827 +0.5%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$733M -$33.2M -260,173 -5%
JFL
5
Jarislowsky, Fraser Ltd
Quebec, Canada
$711M -$18.8M -147,215 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$504M -$19.1M -149,774 -4%
Fidelity International
7
Fidelity International
Bermuda
$397M -$8.83M -69,272 -2%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$395M -$134M -1,052,062 -27%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$394M -$3.15M -24,722 -0.9%
Connor, Clark & Lunn Investment Management (CC&L)
10
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$349M -$35.7M -280,305 -10%
TD Asset Management
11
TD Asset Management
Ontario, Canada
$275M -$8.58M -67,282 -3%
Norges Bank
12
Norges Bank
Norway
$245M +$7.5M +58,844 +3%
WCM Investment Management
13
WCM Investment Management
California
$231M -$364K -2,854 -0.2%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$209M +$764K +5,990 +0.4%
1832 Asset Management
15
1832 Asset Management
Ontario, Canada
$205M +$419K +3,289 +0.2%
Bank of America
16
Bank of America
North Carolina
$195M +$4.93M +38,665 +3%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$195M -$5.28M -41,406 -3%
ClearBridge Investments
18
ClearBridge Investments
New York
$187M -$4.66M -36,537 -3%
Morgan Stanley
19
Morgan Stanley
New York
$153M +$19.6M +153,630 +16%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$147M -$5.95M -46,667 -4%
Toronto Dominion Bank
21
Toronto Dominion Bank
Ontario, Canada
$146M -$5.57M -43,698 -4%
Legal & General Group
22
Legal & General Group
United Kingdom
$130M -$12.5M -97,926 -9%
JP Morgan Chase
23
JP Morgan Chase
New York
$116M +$24.4M +191,137 +29%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$91.1M +$870K +6,825 +1%
Swiss National Bank
25
Swiss National Bank
Switzerland
$87.8M -$4.53M -35,496 -5%