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Thomson Reuters
TRI

364 hedge funds and large institutions have $9.62B invested in Thomson Reuters in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $84.9M | Put options by funds: $24M

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $8.39B → $9.62B (+$1.22B)

5% more funds holding

Funds holding: 348 → 364 (+16)

1.49% more ownership

Funds ownership: 19.21% → 20.71% (+1.5%)

6% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 127

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
6.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
47
Increased
119
Reduced
127
Closed
29
Calls
$84.9M
Puts
$24M
Net Calls
+$61M
Net Calls Change
+$71.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$370M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$173M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$123M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$66.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$56.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$165M
2
Canada Life
Canada Life
Manitoba, Canada
-$63.5M
3
AII
AGF Investments Inc
Ontario, Canada
-$33.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$22.6M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LWAC
226
Laurel Wealth Advisors (California)
California
$399K – – –
Wolverine Trading
227
Wolverine Trading
Illinois
$397K +$382K +4,297 New
SVWAG
228
Sound View Wealth Advisors Group
Georgia
$392K -$98.1K -1,102 -21%
OFG
229
OmniStar Financial Group
North Carolina
$379K -$49.7K -559 -12%
First Manhattan
230
First Manhattan
New York
$378K -$33.7K -379 -8%
Creative Planning
231
Creative Planning
Kansas
$371K +$79.5K +894 +29%
FC
232
FORA Capital
Florida
$370K +$180K +2,028 +102%
NIM
233
Nexus Investment Management
Ontario, Canada
$359K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
234
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$359K +$346K +3,891 New
WDC
235
Woodward Diversified Capital
California
$349K -$45.1K -507 -12%
BTWM
236
Baker Tilly Wealth Management
Wisconsin
$343K +$29.5K +332 +10%
JGIA
237
Jackson Grant Investment Advisers
Connecticut
$333K – – –
SW
238
SVB Wealth
Massachusetts
$329K – – –
PWPS
239
Pinnacle Wealth Planning Services
Ohio
$321K +$47.2K +531 +18%
BA
240
Bridgewater Associates
Connecticut
$315K -$789K -8,870 -72%
William Blair & Company
241
William Blair & Company
Illinois
$313K +$1.6K +18 +0.5%
TC
242
Tacita Capital
Ontario, Canada
$312K – – –
BP
243
Ballentine Partners
Massachusetts
$305K -$8.63K -97 -3%
BIC
244
Beach Investment Counsel
Pennsylvania
$294K – – –
YIH
245
Y-Intercept (HK)
Hong Kong
$294K +$16K +180 +8%
PI
246
PineBridge Investments
New York
$289K -$1.25K -14 -0.6%
SI
247
Stephens Inc
Arkansas
$286K -$4.36K -49 -2%
BOPW
248
Brandywine Oak Private Wealth
Pennsylvania
$286K -$3.65K -41 -1%
WA
249
Wealth Alliance
New York
$286K +$14.5K +163 +6%
KeyBank National Association
250
KeyBank National Association
Ohio
$284K +$2.13K +24 +0.8%
8 9
10
11 12

TRI Hedge Fund Activity: Q1 2021 in Review

364 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2021, worth a combined $9.62B — up 15% from $8.39B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new TRI positions and 29 closed out — a net gain of 18 holders — while 119 added to existing stakes and 127 trimmed.

The largest buyer was Vanguard Group, adding an estimated $370M. The largest seller was Bank of America, cutting an estimated $165M.

  • 364 institutional investors held Thomson Reuters (TRI) as of Q1 2021, up from 348 in Q4 2020.
  • Funds reported $9.62B of Thomson Reuters stock for Q1 2021, up 15% quarter-over-quarter.
  • 47 funds opened new Thomson Reuters positions in Q1 2021 and 29 closed out, a net change of +18 holders.
  • The largest Thomson Reuters buyer in Q1 2021 was Vanguard Group, an estimated $370M added.
  • The largest Thomson Reuters seller in Q1 2021 was Bank of America, an estimated $165M sold.

Based on aggregated 13F filings for Q1 2021.