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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
IWP
251
Icon Wealth Partners
Texas
$278K +$24.6K +276 +10%
Prudential Financial
252
Prudential Financial
New Jersey
$274K -$1.25K -14 -0.5%
SWA
253
Stratos Wealth Advisors
Ohio
$274K +$23.8K +267 +10%
HW
254
Hancock Whitney
Mississippi
$273K – – –
BEI
255
Benjamin Edwards Inc
Missouri
$265K -$205K -2,302 -45%
HC
256
Henshaw Capital
Massachusetts
$258K -$68.5K -770 -22%
NICM
257
Neo Ivy Capital Management
New York
$247K +$238K +2,676 New
GIBU
258
Gulf International Bank (UK)
United Kingdom
$246K -$31.2K -351 -12%
PFS
259
Prospera Financial Services
Texas
$238K -$4.09K -46 -2%
CFGS
260
Concourse Financial Group Securities
Alabama
$237K +$22.2K +249 +11%
PAG
261
Private Advisor Group
New Jersey
$235K +$178 +2 +0.1%
Balyasny Asset Management
262
Balyasny Asset Management
Illinois
$234K -$13.1M -146,712 -98%
MFG
263
Menard Financial Group
Texas
$234K -$55.3K -621 -20%
VPIM
264
Vanguard Personalized Indexing Management
California
$230K -$2.13K -24 -1%
EGM
265
Engineers Gate Manager
New York
$228K +$220K +2,468 New
CI
266
Cigna Investments
Connecticut
$226K – – –
PAS
267
Park Avenue Securities
New York
$223K +$215K +2,412 New
CBT
268
Capital Bank & Trust
California
$219K – – –
CWM
269
Cornerstone Wealth Management
Missouri
$217K +$3.02K +34 +1%
M&T Bank
270
M&T Bank
New York
$216K -$31.7K -356 -13%
DADC
271
D.A. Davidson & Co
Montana
$214K – – –
MC
272
Moors & Cabot
Massachusetts
$212K +$205K +2,302 New
JF
273
Jump Financial
Illinois
$211K +$204K +2,289 New
T
274
TOBAM
France
$199K -$192K -2,153 -50%
S
275
SignatureFD
Georgia
$196K +$22.6K +254 +14%
9 10
11
12 13

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.