We are live on ! Find out more
TRI icon

Thomson Reuters

323 hedge funds and large institutions have $7.95B invested in Thomson Reuters in 2018 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 83 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

132% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 31

21% more capital invested

Capital invested by funds: $6.59B → $7.95B (+$1.36B)

19% more call options, than puts

Call options by funds: $303M | Put options by funds: $254M

13% more funds holding

Funds holding: 287323 (+36)

1.46% more ownership

Funds ownership: 19.88%21.34% (+1.5%)

24% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 109

Holders
323
Holders Change
+36
Holders Change %
+12.54%
% of All Funds
7.38%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
72
Increased
83
Reduced
109
Closed
31
Calls
$303M
Puts
$254M
Net Calls
+$48.4M
Net Calls Change
+$37.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AIS
301
Accurate Investment Solutions
Pennsylvania
$5K -$5.41K -108 -51%
AF
302
Arrow Financial
New York
$5K
CFA
303
Carroll Financial Associates
North Carolina
$5K
CCM
304
Covington Capital Management
California
$5K
OWA
305
One Wealth Advisors
California
$5K
PGWM
306
Parisi Gray Wealth Management
New Jersey
$5K
VFA
307
Valeo Financial Advisors
Indiana
$5K
NWM
308
Northwest Wealth Management
Iowa
$5K +$50 +1 +1%
WIM
309
Westside Investment Management
California
$4.76K +$4.51K +90 New
BlackRock
310
BlackRock
New York
$4K -$16.8K -336 -83%
CHC
311
City Holding Co
West Virginia
$4K
DAM
312
Delta Asset Management
Tennessee
$4K
WTC
313
WhitTier Trust Company
Nevada
$4K
LNB
314
Ledyard National Bank
$4K +$3.65K +73 New
Lazard Asset Management
315
Lazard Asset Management
New York
$4K +$4.21K +84 New
LWA
316
Lenox Wealth Advisors
New York
$3K -$29.3K -586 -90%
TC
317
Trilogy Capital
California
$3K +$2.95K +59 New
HWA
318
Heritage Wealth Advisors
Virginia
$3K +$3.45K +69 New
RWA
319
River Wealth Advisors
Pennsylvania
$2K +$1.45K +29 New
CAC
320
Certified Advisory Corp
Florida
$1K -$100 -2 -7%
Canada Pension Plan Investment Board
321
Canada Pension Plan Investment Board
Ontario, Canada
$1K
FRA
322
Front Row Advisors
California
$8 +$401 +8 +6%
Caisse de Depot et Placement du Quebec (CDPQ)
323
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$164M -3,498,491 Closed
AGA
324
Altrinsic Global Advisors
Connecticut
-$72M -1,539,357 Closed
PFMOSF
325
Philadelphia Financial Management of San Francisco
California
-$14.4M -307,163 Closed