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Thomson Reuters
TRI

Overview Fund Activity

323 hedge funds and large institutions have $7.08B invested in Thomson Reuters in 2020 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 101 increasing their positions, 118 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
323
Holders Change
+3
Holders Change %
+0.94%
% of All Funds
6.64%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
52
Increased
101
Reduced
118
Closed
48
Calls
$45.5M
Puts
$46.6M
Net Calls
-$1.16M
Net Calls Change
+$18.2M

Top Buyers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$151M
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$435M
3
ESCM
Echo Street Capital Management
New York
$90.5M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$359M
5
Bank of America
Bank of America
North Carolina
$276M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$508M
2
Vanguard Group
Vanguard Group
Pennsylvania
$341M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$95.9M
4
SC
Samlyn Capital
New York
$0
5
Invesco
Invesco
Georgia
$25.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
276
Jacobi Capital Management
Pennsylvania
$25K – – –
AIM
277
AIA Investment Management
Singapore
$25K – – –
OPS
278
Orion Portfolio Solutions
Nebraska
$23K -$70 -1 -0.3%
EFSCE
279
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
PWP
280
Principle Wealth Partners
Connecticut
$20K +$20K +289 New
CAPTRUST Financial Advisors
281
CAPTRUST Financial Advisors
North Carolina
$19K +$19K +262 New
CTC
282
Central Trust Company
Missouri
$18K – – –
CFB
283
Cullen/Frost Bankers
Texas
$18K – – –
FC
284
FORA Capital
Florida
$17K -$482K -7,009 -97%
IA
285
IFP Advisors
Florida
$17K -$58.2K -845 -77%
LWM
286
Lenox Wealth Management
Ohio
$17K -$3.47K -51 -17%
Fifth Third Bancorp
287
Fifth Third Bancorp
Ohio
$17K +$2.28K +32 +15%
PP
288
Pacifica Partners
Canada
$16K +$1.71K +24 +12%
RBC
289
Roble Belko & Company
Pennsylvania
$15K – – –
AWM
290
Avondale Wealth Management
Texas
$14K – – –
WCG
291
Weaver Consulting Group
California
$14K +$1.41K +20 +11%
CFA
292
Carroll Financial Associates
North Carolina
$13K +$10.1K +145 +345%
TSW
293
Thompson Siegel & Walmsley
Virginia
$11K -$9.52K -135 -46%
BL
294
Balentine LLC
Georgia
$11K -$7.19K -100 -40%
HWA
295
HHM Wealth Advisors
Tennessee
$10K – – –
HIA
296
Harbor Investment Advisory
Maryland
$10K +$10K +145 New
FRA
297
Front Row Advisors
California
$8K -$70 -1 -0.9%
AF
298
Allworth Financial
California
$8K – – –
VFA
299
Valeo Financial Advisors
Indiana
$8K +$1.5K +20 +23%
VCM
300
Versant Capital Management
Arizona
$7K -$259 -4 -4%
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12
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