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Thomson Reuters
TRI

Overview Fund Activity

320 hedge funds and large institutions have $6.96B invested in Thomson Reuters in 2020 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 117 increasing their positions, 111 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-6
Holders Change %
-1.84%
% of All Funds
7.07%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
39
Increased
117
Reduced
111
Closed
39
Calls
$27.4M
Puts
$46.8M
Net Calls
-$19.4M
Net Calls Change
+$7.29M

Top Buyers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$362M
2
Bank of America
Bank of America
North Carolina
$210M
3
Citadel Advisors
Citadel Advisors
Florida
$115M
4
Fidelity International
Fidelity International
Bermuda
$581M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$74.4M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.08B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$147M
3
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$578M
4
TD Asset Management
TD Asset Management
Ontario, Canada
$231M
5
Millennium Management
Millennium Management
New York
$14.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
251
Cognios Capital
Kansas
$70K +$70K +1,003 New
IA
252
IFP Advisors
Florida
$69K +$46.5K +736 +207%
NFG
253
Next Financial Group
Texas
$54K +$18.6K +265 +52%
PCG
254
Private Capital Group
Connecticut
$48K -$2.47K -35 -5%
EWM
255
Endurance Wealth Management
Rhode Island
$43K – – –
MIP
256
Mondrian Investment Partners
United Kingdom
$33K – – –
LC
257
Lindbrook Capital
California
$33K +$6.08K +87 +23%
KPW
258
Kore Private Wealth
New York
$31K +$8.6K +124 +38%
LWA
259
Lenox Wealth Advisors
New York
$30K – – –
GAM
260
Gemmer Asset Management
California
$29K +$1.9K +27 +7%
OSNBOA
261
Old Second National Bank of Aurora
Illinois
$28K – – –
BWP
262
Baldwin Wealth Partners
Massachusetts
$27K -$14.5K -207 -35%
ZB
263
Zions Bancorporation
Utah
$26K -$16.2K -233 -38%
JCM
264
Jacobi Capital Management
Pennsylvania
$25K – – –
AIM
265
AIA Investment Management
Singapore
$25K – – –
SMFS
266
Squar Milner Financial Services
California
$25K +$10.7K +158 +75%
SFS
267
Sowell Financial Services
Arkansas
$24K +$3.76K +54 +19%
OPS
268
Orion Portfolio Solutions
Nebraska
$23K -$836 -12 -4%
EFSCE
269
Enterprise Financial Services Corp (EFSC)
Missouri
$22K -$857 -12 -4%
GT
270
Glenmede Trust
Pennsylvania
$22K – – –
LWM
271
Lenox Wealth Management
Ohio
$21K +$5.51K +79 +36%
TSW
272
Thompson Siegel & Walmsley
Virginia
$20K – – –
CFB
273
Cullen/Frost Bankers
Texas
$18K -$6.53K -95 -27%
CTC
274
Central Trust Company
Missouri
$18K – – –
BL
275
Balentine LLC
Georgia
$18K +$8.32K +117 +86%
9 10
11
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