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Thomson Reuters

348 hedge funds and large institutions have $8.39B invested in Thomson Reuters in 2020 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 105 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

9% more funds holding

Funds holding: 319348 (+29)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.77% less ownership

Funds ownership: 19.98%19.21% (-0.77%)

3% less capital invested

Capital invested by funds: $8.61B → $8.39B (-$215M)

9% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 116

24% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $42.5M

Holders
348
Holders Change
+29
Holders Change %
+9.09%
% of All Funds
6.16%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
61
Increased
105
Reduced
116
Closed
29
Calls
$32.3M
Puts
$42.5M
Net Calls
-$10.2M
Net Calls Change
-$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
EFSCE
301
Enterprise Financial Services Corp (EFSC)
Missouri
$26K
PWM
302
Perigon Wealth Management
California
$26K +$25.4K +297 New
DWP
303
Destiny Wealth Partners
Florida
$24K +$23.7K +277 New
CTC
304
Central Trust Company
Missouri
$22K
IA
305
IFP Advisors
Florida
$22K
RBC
306
Roble Belko & Company
Pennsylvania
$18K
PP
307
Pacifica Partners
Canada
$17K -$2.06K -24 -11%
AWM
308
Avondale Wealth Management
Texas
$17K
JWM
309
Janiczek Wealth Management
Colorado
$17K +$17.2K +201 New
CFA
310
Carroll Financial Associates
North Carolina
$15K
AFS
311
Annapolis Financial Services
Maryland
$14K +$13.8K +161 New
SPIA
312
Steward Partners Investment Advisory
New York
$13K -$62.5K -730 -82%
TSW
313
Thompson Siegel & Walmsley
Virginia
$13K
HIA
314
Harbor Investment Advisory
Maryland
$12K
HCP
315
Hexagon Capital Partners
Arkansas
$12K
HWA
316
HHM Wealth Advisors
Tennessee
$12K
NFG
317
Next Financial Group
Texas
$12K +$10K +117 +509%
BII
318
Bainco International Investors
Massachusetts
$12K +$11.1K +130 New
CFB
319
Cullen/Frost Bankers
Texas
$10K -$12.2K -143 -56%
AF
320
Allworth Financial
California
$10K
GWS
321
Glassman Wealth Services
Virginia
$10K +$2.83K +33 +39%
BBHC
322
Brown Brothers Harriman & Co
New York
$9K
MGIM
323
M&G Investment Management
United Kingdom
$7.51K +$535K +6,250 +8%
VCM
324
Versant Capital Management
Arizona
$7K -$1.88K -22 -21%
AF
325
Arrow Financial
New York
$7K