Thomson Reuters
TRI
391 hedge funds and large institutions have $11B invested in Thomson Reuters in 2023 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 162 reducing their positions, and 67 closing their positions.
148% more call options, than puts
Call options by funds: $73.1M | Put options by funds: $29.5M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
0.03% more ownership
Funds ownership: 17.55% → 17.57% (+0.03%)
7% less repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 162
5% less funds holding
Funds holding: 410 → 391 (-19)
5% less capital invested
Capital invested by funds: $11.6B → $11B (-$613M)
28% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$157M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$122M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$110M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$98M |
| 5 |
Goldman Sachs
New York
|
+$47.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$209M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$179M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$147M |
| 4 |
WCM Investment Management
Laguna Beach,
California
|
-$145M |
| 5 |
Legal & General Group
London,
United Kingdom
|
-$127M |
TRI Hedge Fund Activity: Q2 2023 in Review
391 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q2 2023, worth a combined $11B — down 5.3% from $11.6B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of TRI and 48 opened new positions — a net loss of 19 holders — while 162 trimmed existing stakes and 151 added.
The largest buyer was Fidelity International, adding an estimated $157M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $209M sold.
- 391 institutional investors held Thomson Reuters (TRI) as of Q2 2023, down from 410 in Q1 2023.
- Funds reported $11B of Thomson Reuters stock for Q2 2023, down 5.3% quarter-over-quarter.
- 48 funds opened new Thomson Reuters positions in Q2 2023 and 67 closed out, a net change of -19 holders.
- The largest Thomson Reuters buyer in Q2 2023 was Fidelity International, an estimated $157M added.
- The largest Thomson Reuters seller in Q2 2023 was Bank of Nova Scotia, an estimated $209M sold.
Based on aggregated 13F filings for Q2 2023.