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Thomson Reuters
TRI

Overview Fund Activity

383 hedge funds and large institutions have $11B invested in Thomson Reuters in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 151 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-14
Holders Change %
-3.53%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
119
Reduced
151
Closed
48
Calls
$32.3M
Puts
$37.2M
Net Calls
-$4.91M
Net Calls Change
+$18.3M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$773M
2
Citadel Advisors
2
Citadel Advisors
Florida
$64.4M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$53.4M
4
AII
4
AGF Investments Inc
Ontario, Canada
$102M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$615M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$460M
2
UBS AM
2
UBS AM
Illinois
$3.59M
3
Fidelity International
3
Fidelity International
Bermuda
$534M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$717M
5
TPM
5
Triasima Portfolio Management
Quebec, Canada
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
WHG
251
Westwood Holdings Group
Texas
$327K -$1.13K -10 -0.3%
CGL
252
Clarius Group LLC
Washington
$325K – – –
Rockefeller Capital Management
253
Rockefeller Capital Management
New York
$322K -$373K -3,315 -54%
SWA
254
Stratos Wealth Advisors
Ohio
$317K – – –
CIM
255
Contravisory Investment Management
Massachusetts
$313K +$313K +2,768 New
BEI
256
Benjamin Edwards Inc
Missouri
$311K -$48.7K -431 -14%
VT
257
Vise Technologies
New York
$297K +$297K +2,629 New
FTDI
258
First Trust Direct Indexing
Massachusetts
$293K +$54K +478 +23%
SCA
259
Snowden Capital Advisors
New York
$288K +$30.3K +269 +12%
AAM
260
Advisors Asset Management
Colorado
$287K -$363K -3,221 -56%
DADC
261
D.A. Davidson & Co
Montana
$286K -$19.6K -173 -6%
PI
262
PineBridge Investments
New York
$276K -$29.4K -209 -10%
PFS
263
Prospera Financial Services
Texas
$275K +$2.26K +20 +0.8%
DC
264
Davenport & Co
Virginia
$272K -$51.4K -455 -16%
TW
265
TrinityPoint Wealth
Connecticut
$269K +$1.58K +14 +0.6%
MC
266
Moors & Cabot
Massachusetts
$267K +$2.71K +24 +1%
M&T Bank
267
M&T Bank
New York
$267K +$3.84K +34 +1%
VPI
268
Value Partners Investments
Manitoba, Canada
$266K +$55.4K +492 +26%
IWC
269
Integrated Wealth Concepts
Massachusetts
$263K +$225 +2 +0.1%
Janney Montgomery Scott
270
Janney Montgomery Scott
Pennsylvania
$259K +$259K +2,292 New
SI
271
Stephens Inc
Arkansas
$258K -$75.6K -670 -23%
CWM
272
Cornerstone Wealth Management
Missouri
$258K -$9.02K -80 -3%
RJT
273
Raymond James Trust
Florida
$257K +$6.43K +57 +3%
PCOC
274
Power Corp of Canada
Canada
$257K +$257K +2,275 New
Cerity Partners
275
Cerity Partners
New York
$256K -$28.7K -255 -10%
9 10
11
12 13