TRI icon

Thomson Reuters
TRI

Overview Fund Activity

313 hedge funds and large institutions have $8.01B invested in Thomson Reuters in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 97 increasing their positions, 107 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
+4
Holders Change %
+1.29%
% of All Funds
7.11%
Holding in Top 10
1
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-85.71%
% of All Funds
0.02%
New
49
Increased
97
Reduced
107
Closed
42
Calls
$21.5M
Puts
$13.8M
Net Calls
+$7.69M
Net Calls Change
+$9.27M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$544M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$387M
3
MWNA
3
Marshall Wace North America
New York
$73.3M
4
CIBC Asset Management
4
CIBC Asset Management
Ontario, Canada
$86.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$41.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$287M
2
MBI
2
Montrusco Bolton Investments
Quebec, Canada
$14.3M
3
AIMCA
3
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$81.7M
4
Millennium Management
4
Millennium Management
New York
$52M
5
Citadel Advisors
5
Citadel Advisors
Florida
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
276
Legacy Financial Advisors
Kentucky
$11K +$11K +232 New
VCM
277
Versant Capital Management
Arizona
$10K – – –
AWM
278
Avondale Wealth Management
Texas
$10K +$10K +200 New
KPCM
279
Kings Point Capital Management
New York
$10K +$10K +207 New
WCM
280
Whitener Capital Management
North Carolina
$10K +$10K +221 New
FMTCOCP
281
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9.81K – – –
CAPTRUST Financial Advisors
282
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +175 New
LIA
283
LS Investment Advisors
Michigan
$8K – – –
SWM
284
SeaCrest Wealth Management
New York
$8K +$8K +161 New
EFSCE
285
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
SWP
286
Stratos Wealth Partners
Ohio
$7K +$7K +142 New
ED
287
Exane Derivatives
France
$6.03K – – –
AF
288
Allworth Financial
California
$6K – – –
WAM
289
Wealthspire Advisors (Maryland)
Maryland
$5K +$1.49K +31 +42%
WTC
290
WhitTier Trust Company
Nevada
$4K – – –
AF
291
Arrow Financial
New York
$4K – – –
EWM
292
Evercore Wealth Management
New York
$4K – – –
DAM
293
Delta Asset Management
Tennessee
$4K – – –
WA
294
Winfield Associates
Ohio
$4K – – –
CHC
295
City Holding Co
West Virginia
$4K +$4K +76 New
AWA
296
Acorn Wealth Advisors
Michigan
$4K +$4K +80 New
BBHC
297
Brown Brothers Harriman & Co
New York
$4K +$4K +88 New
PGWM
298
Parisi Gray Wealth Management
New Jersey
$4K +$4K +88 New
KJWM
299
Kiley Juergens Wealth Management
Washington
$4K +$4K +88 New
OWA
300
One Wealth Advisors
California
$4K +$4K +90 New
10 11
12
13 14