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Thomson Reuters
TRI

Overview Fund Activity

347 hedge funds and large institutions have $8.39B invested in Thomson Reuters in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+29
Holders Change %
+9.12%
% of All Funds
6.16%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
61
Increased
105
Reduced
116
Closed
29
Calls
$32.3M
Puts
$42.5M
Net Calls
-$10.2M
Net Calls Change
-$13.2M

Top Buyers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$250M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$396M
3
FPP
Findlay Park Partners
United Kingdom
$81.9M
4
Citadel Advisors
Citadel Advisors
Florida
$45.5M
5
AII
AGF Investments Inc
Ontario, Canada
$65.6M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$46.5M
2
Fidelity International
Fidelity International
Bermuda
$625M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.3B
5
GC
Guardian Capital
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
226
Ethic Inc
New York
$329K +$329K +3,869 New
Thrivent Financial for Lutherans
227
Thrivent Financial for Lutherans
Minnesota
$316K – – –
JGIA
228
Jackson Grant Investment Advisers
Connecticut
$311K – – –
SW
229
SVB Wealth
Massachusetts
$308K – – –
BP
230
Ballentine Partners
Massachusetts
$294K – – –
BTWM
231
Baker Tilly Wealth Management
Wisconsin
$292K +$292K +3,436 New
William Blair & Company
232
William Blair & Company
Illinois
$291K +$16K +189 +6%
TC
233
Tacita Capital
Ontario, Canada
$291K +$291K +3,437 New
BIC
234
Beach Investment Counsel
Pennsylvania
$275K -$20.5K -241 -7%
PI
235
PineBridge Investments
New York
$275K +$275K +2,546 New
MFG
236
Menard Financial Group
Texas
$272K -$42.3K -499 -13%
SI
237
Stephens Inc
Arkansas
$272K +$1.78K +21 +0.7%
BOPW
238
Brandywine Oak Private Wealth
Pennsylvania
$271K -$98.4K -1,159 -27%
Creative Planning
239
Creative Planning
Kansas
$270K +$4K +47 +2%
KeyBank National Association
240
KeyBank National Association
Ohio
$264K – – –
GIBU
241
Gulf International Bank (UK)
United Kingdom
$260K -$81.3K -960 -24%
Prudential Financial
242
Prudential Financial
New Jersey
$258K +$258K +3,033 New
HW
243
Hancock Whitney
Mississippi
$255K – – –
PWPS
244
Pinnacle Wealth Planning Services
Ohio
$255K +$20.2K +237 +9%
WA
245
Wealth Alliance
New York
$253K -$1.02K -12 -0.4%
BAM
246
Burgundy Asset Management
Ontario, Canada
$251K +$251K +2,952 New
VAS
247
Vestmark Advisory Solutions
Massachusetts
$243K +$6.29K +74 +3%
IWP
248
Icon Wealth Partners
Texas
$236K +$236K +2,777 New
M&T Bank
249
M&T Bank
New York
$233K -$4K -47 -2%
SWA
250
Stratos Wealth Advisors
Ohio
$233K +$233K +2,741 New
8 9
10
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