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Thomson Reuters
TRI

364 hedge funds and large institutions have $9.62B invested in Thomson Reuters in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $84.9M | Put options by funds: $24M

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $8.39B → $9.62B (+$1.22B)

5% more funds holding

Funds holding: 348 → 364 (+16)

1.49% more ownership

Funds ownership: 19.21% → 20.71% (+1.5%)

6% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 127

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
6.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
47
Increased
119
Reduced
127
Closed
29
Calls
$84.9M
Puts
$24M
Net Calls
+$61M
Net Calls Change
+$71.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$370M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$173M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$123M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$66.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$56.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$165M
2
Canada Life
Canada Life
Manitoba, Canada
-$63.5M
3
AII
AGF Investments Inc
Ontario, Canada
-$33.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$22.6M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
301
Private Capital Group
Connecticut
$44K -$17.3K -194 -29%
HPC
302
HM Payson & Co
Maine
$44K +$42.1K +473 New
HI
303
Harbour Investments
Wisconsin
$44K +$42.8K +481 New
SWM
304
Spire Wealth Management
Virginia
$43K +$41.3K +464 New
CBT
305
Central Bank & Trust
Kentucky
$39K +$37.2K +418 New
COCM
306
Charter Oak Capital Management
New Hampshire
$37K – – –
GAM
307
Gemmer Asset Management
California
$37K – – –
OSNBOA
308
Old Second National Bank of Aurora
Illinois
$36K – – –
BWP
309
Baldwin Wealth Partners
Massachusetts
$35K – – –
JWM
310
Janiczek Wealth Management
Colorado
$35K +$15.7K +177 +88%
BWA
311
BDO Wealth Advisors
Florida
$35K +$33.7K +379 New
PP
312
Pacifica Partners
Canada
$33K +$14.1K +158 +81%
JCM
313
Jacobi Capital Management
Pennsylvania
$32K – – –
EFSCE
314
Enterprise Financial Services Corp (EFSC)
Missouri
$31K +$2.76K +31 +10%
FF
315
FourThought Financial
Florida
$30K – – –
HIM
316
Hillsdale Investment Management
Ontario, Canada
$29K -$168K -1,891 -86%
CBT
317
CoreFirst Bank & Trust
Kansas
$29K – – –
ZB
318
Zions Bancorporation
Utah
$28K -$4.36K -49 -14%
CFN
319
Cordasco Financial Network
Florida
$26K +$25.4K +285 New
CTC
320
Central Trust Company
Missouri
$24K – – –
RBC
321
Roble Belko & Company
Pennsylvania
$20K – – –
AWM
322
Avondale Wealth Management
Texas
$18K – – –
IA
323
IFP Advisors
Florida
$17K -$5.87K -66 -27%
CFA
324
Carroll Financial Associates
North Carolina
$16K – – –
AFS
325
Annapolis Financial Services
Maryland
$15K – – –
11 12
13
14 15

TRI Hedge Fund Activity: Q1 2021 in Review

364 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2021, worth a combined $9.62B — up 15% from $8.39B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new TRI positions and 29 closed out — a net gain of 18 holders — while 119 added to existing stakes and 127 trimmed.

The largest buyer was Vanguard Group, adding an estimated $370M. The largest seller was Bank of America, cutting an estimated $165M.

  • 364 institutional investors held Thomson Reuters (TRI) as of Q1 2021, up from 348 in Q4 2020.
  • Funds reported $9.62B of Thomson Reuters stock for Q1 2021, up 15% quarter-over-quarter.
  • 47 funds opened new Thomson Reuters positions in Q1 2021 and 29 closed out, a net change of +18 holders.
  • The largest Thomson Reuters buyer in Q1 2021 was Vanguard Group, an estimated $370M added.
  • The largest Thomson Reuters seller in Q1 2021 was Bank of America, an estimated $165M sold.

Based on aggregated 13F filings for Q1 2021.