TRI icon

Thomson Reuters
TRI

Overview Fund Activity

313 hedge funds and large institutions have $8.01B invested in Thomson Reuters in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
7.11%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
49
Increased
97
Reduced
107
Closed
42
Calls
$21.5M
Puts
$13.8M
Net Calls
+$7.69M
Net Calls Change
+$9.27M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$544M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$387M
3
MWNA
3
Marshall Wace North America
New York
$73.3M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$86.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$41.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$287M
2
MBI
2
Montrusco Bolton Investments
Quebec, Canada
$14.3M
3
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$81.7M
4
Millennium Management
4
Millennium Management
New York
$52M
5
Citadel Advisors
5
Citadel Advisors
Florida
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
251
Proficio Capital Partners
Massachusetts
$30K -$40.7K -814 -58%
QCG
252
Quadrant Capital Group
Ohio
$30K – – –
BWP
253
Baldwin Wealth Partners
Massachusetts
$30K – – –
LWA
254
Lenox Wealth Advisors
New York
$28K +$28K +556 New
TFS
255
TrustCore Financial Services
Tennessee
$28K +$28K +572 New
DCM
256
Delpha Capital Management
New York
$26K +$26K +524 New
BlackRock
257
BlackRock
New York
$25K -$62K -1,242 -71%
PCM
258
Penserra Capital Management
California
$25K +$12.5K +253 +99%
LWCFA
259
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$24K – – –
PMFA
260
Plante Moran Financial Advisors
Michigan
$23K -$23.2K -462 -50%
SEI Investments
261
SEI Investments
Pennsylvania
$23K +$2.77K +55 +14%
OFS
262
Orrstown Financial Services
Pennsylvania
$22K – – –
BFEC
263
Benjamin F. Edwards & Company
Missouri
$21K – – –
MIP
264
Mondrian Investment Partners
United Kingdom
$21K +$124 +2 +0.6%
OSNBOA
265
Old Second National Bank of Aurora
Illinois
$20K – – –
DSC
266
Duncker Streett & Co
Missouri
$17K – – –
AIS
267
Accurate Investment Solutions
Pennsylvania
$17K – – –
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$17K +$15.3K +306 +874%
BTIS
269
BB&T Investment Services
North Carolina
$17K +$17K +339 New
PFA
270
Pathway Financial Advisors
Vermont
$17K +$17K +341 New
RFS
271
Rockefeller Financial Services
New York
$13K – – –
CG
272
Cutler Group
California
$13K +$2.03K +41 +19%
STA
273
Summit Trail Advisors
New York
$13K +$13K +256 New
LWM
274
Lenox Wealth Management
Ohio
$11K -$8.63K -175 -44%
RBC
275
Roble Belko & Company
Pennsylvania
$11K – – –
9 10
11
12 13