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Thomson Reuters

323 hedge funds and large institutions have $7.95B invested in Thomson Reuters in 2018 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 83 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

132% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 31

21% more capital invested

Capital invested by funds: $6.59B → $7.95B (+$1.36B)

19% more call options, than puts

Call options by funds: $303M | Put options by funds: $254M

13% more funds holding

Funds holding: 287323 (+36)

1.46% more ownership

Funds ownership: 19.88%21.34% (+1.5%)

24% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 109

Holders
323
Holders Change
+36
Holders Change %
+12.54%
% of All Funds
7.38%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
72
Increased
83
Reduced
109
Closed
31
Calls
$303M
Puts
$254M
Net Calls
+$48.4M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PCP
251
Proficio Capital Partners
Massachusetts
$81K +$4.36K +87 +6%
IA
252
IFP Advisors
Florida
$80K -$11.9K -238 -14%
S
253
SignatureFD
Georgia
$79K +$6.26K +125 +9%
AF
254
Advisornet Financial
Minnesota
$55K
RFC
255
Regions Financial Corp
Alabama
$51K +$44.3K +885 +1,029%
APP
256
Avantax Planning Partners
Iowa
$51K +$48.6K +970 New
GWS
257
Glassman Wealth Services
Virginia
$45K +$42.2K +842 New
PCM
258
Penserra Capital Management
California
$41K -$16.2K -323 -29%
TPWA
259
TRUE Private Wealth Advisors
Oregon
$37.2K +$35.1K +701 New
EWM
260
Endurance Wealth Management
Rhode Island
$32K
CCMIC
261
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$31K -$12M -240,142 -100%
BWP
262
Baldwin Wealth Partners
Massachusetts
$31K
LWCFA
263
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K
PCG
264
Private Capital Group
Connecticut
$23K -$2.6K -52 -10%
BFEC
265
Benjamin F. Edwards & Company
Missouri
$22K
ZB
266
Zions Bancorporation
Utah
$22K +$20.4K +407 New
OSNBOA
267
Old Second National Bank of Aurora
Illinois
$21K
CCMW
268
Cypress Capital Management (Wyoming)
Wyoming
$21K +$16.2K +323 +482%
MIP
269
Mondrian Investment Partners
United Kingdom
$20K -$2.1K -42 -12%
JCM
270
Jacobi Capital Management
Pennsylvania
$20K
HIM
271
Hillsdale Investment Management
Ontario, Canada
$19K +$851 +17 +5%
LWM
272
Lenox Wealth Management
Ohio
$19K +$1.7K +34 +11%
CFGS
273
Concourse Financial Group Securities
Alabama
$19K +$17.6K +352 New
EFSCE
274
Enterprise Financial Services Corp (EFSC)
Missouri
$16K +$4.91K +98 +47%
ACS
275
Archford Capital Strategies
Illinois
$15K -$9.21K -184 -40%