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Thomson Reuters
TRI

Overview Fund Activity

397 hedge funds and large institutions have $11.3B invested in Thomson Reuters in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 121 increasing their positions, 139 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+12
Holders Change %
+3.12%
% of All Funds
6.13%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
62
Increased
121
Reduced
139
Closed
44
Calls
$35.5M
Puts
$58.7M
Net Calls
-$23.2M
Net Calls Change
-$79.8M

Top Buyers

1
UBS AM
UBS AM
Illinois
$141M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$340M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$86.6M
4
HAM
Honeycomb Asset Management
New York
$35.9M
5
ClearBridge Investments
ClearBridge Investments
New York
$267M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$719M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$623M
3
FPP
Findlay Park Partners
United Kingdom
$0
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$0
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$869M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
251
Wealth Alliance
New York
$387K -$2.11K -17 -0.5%
KeyBank National Association
252
KeyBank National Association
Ohio
$385K +$5.84K +47 +2%
HNW
253
High Note Wealth
Minnesota
$383K -$205K -1,658 -35%
APA
254
American Portfolios Advisors
New York
$381K +$43.7K +352 +13%
SI
255
Stephens Inc
Arkansas
$367K +$64.8K +522 +21%
Wolverine Trading
256
Wolverine Trading
Illinois
$362K +$362K +2,945 New
WHG
257
Westwood Holdings Group
Texas
$360K +$360K +2,902 New
DC
258
Davenport & Co
Virginia
$355K -$17.2K -139 -5%
ECM
259
Evergreen Capital Management
Washington
$352K +$14.4K +116 +4%
SWA
260
Stratos Wealth Advisors
Ohio
$348K -$67.9K -548 -16%
MPM
261
MBB Public Markets
Illinois
$343K +$343K +2,765 New
PI
262
PineBridge Investments
New York
$341K -$64.3K -409 -16%
DADC
263
D.A. Davidson & Co
Montana
$335K +$31.3K +252 +10%
CGL
264
Clarius Group LLC
Washington
$325K +$68.8K +555 +27%
LOAMU
265
Lombard Odier Asset Management (USA)
New York
$317K +$317K +2,550 New
Cerity Partners
266
Cerity Partners
New York
$314K +$314K +2,531 New
CI
267
Cigna Investments
Connecticut
$310K – – –
LIC
268
Laurus Investment Counsel
Canada
$302K +$302K +1,904 New
PFS
269
Prospera Financial Services
Texas
$300K +$17.9K +144 +6%
TW
270
TrinityPoint Wealth
Connecticut
$294K +$19.2K +155 +7%
CWM
271
Cornerstone Wealth Management
Missouri
$293K +$124 +1 +0%
M&T Bank
272
M&T Bank
New York
$290K – – –
MC
273
Moors & Cabot
Massachusetts
$290K – – –
PAS
274
Park Avenue Securities
New York
$290K +$3.22K +26 +1%
IWC
275
Integrated Wealth Concepts
Massachusetts
$289K -$4.83K -39 -2%
9 10
11
12 13