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Thomson Reuters

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.

New
Increased
Maintained
Reduced
Closed

143% more call options, than puts

Call options by funds: $71.8M | Put options by funds: $29.5M

25% more funds holding in top 10

Funds holding in top 10: 45 (+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: 410391 (-19)

5% less capital invested

Capital invested by funds: $11.6B → $11B (-$612M)

28% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 67

Holders
391
Holders Change
-19
Holders Change %
-4.63%
% of All Funds
6.14%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
48
Increased
151
Reduced
162
Closed
67
Calls
$71.8M
Puts
$29.5M
Net Calls
+$42.3M
Net Calls Change
+$20.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$1.78B -$147M -1,092,665 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$774M +$38.2M +284,515 +5%
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$718M -$14.3M -106,620 -2%
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$666M -$46M -342,737 -7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$605M +$98M +730,592 +20%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$573M -$179M -1,337,231 -24%
Fidelity International
7
Fidelity International
Bermuda
$557M +$157M +1,166,395 +40%
Manulife (Manufacturers Life Insurance)
8
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$519M +$122M +909,403 +32%
Fiera Capital (Canada)
9
Fiera Capital (Canada)
Quebec, Canada
$394M -$721K -5,373 -0.2%
TD Asset Management
10
TD Asset Management
Ontario, Canada
$389M +$110M +821,670 +41%
Connor, Clark & Lunn Investment Management (CC&L)
11
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$344M -$5.37M -40,027 -2%
1832 Asset Management
12
1832 Asset Management
Ontario, Canada
$217M +$11.3M +84,485 +6%
Norges Bank
13
Norges Bank
Norway
$206M -$37.7M -281,007 -16%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$161M +$13.4M +99,588 +9%
Bank of America
15
Bank of America
North Carolina
$153M -$41.7M -311,032 -22%
ClearBridge Investments
16
ClearBridge Investments
New York
$149M -$37.8M -281,366 -21%
JP Morgan Chase
17
JP Morgan Chase
New York
$132M +$15.4M +114,826 +14%
Morgan Stanley
18
Morgan Stanley
New York
$126M -$26.5M -197,312 -18%
Goldman Sachs
19
Goldman Sachs
New York
$103M +$47.5M +354,375 +89%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$90.6M -$492K -3,668 -0.6%
BlackRock
21
BlackRock
New York
$87.2M +$1.43M +10,636 +2%
CS
22
Credit Suisse
Switzerland
$84.4M +$1.65M +12,272 +2%
Swiss National Bank
23
Swiss National Bank
Switzerland
$84.2M -$3.74M -27,897 -4%
WCM Investment Management
24
WCM Investment Management
California
$83M -$145M -1,079,758 -64%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$75.9M -$116M -865,866 -61%