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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
FHA
326
First Horizon Advisors
Tennessee
$7K
TAIM
327
TD Ameritrade Investment Management
Nebraska
$7K
VFA
328
Valeo Financial Advisors
Indiana
$7K
CHC
329
City Holding Co
West Virginia
$6K
LWA
330
Lenox Wealth Advisors
New York
$6K
TCOV
331
Trust Company of Vermont
Vermont
$6K +$5.65K +66 New
JWA
332
JFS Wealth Advisors
Pennsylvania
$5K
PFA
333
Professional Financial Advisors
Nebraska
$5K
LWANC
334
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5.31K +62 New
OC
335
Oakworth Capital
Alabama
$4K
WLPWM
336
Walled Lake Planning & Wealth Management
Illinois
$4K
BlackRock
337
BlackRock
New York
$3K -$257 -3 -7%
SBL
338
Sargent Bickham Lagudis
Colorado
$3K
TFO
339
Tarbox Family Office
California
$3K
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.34K +39 New
EARNEST Partners
341
EARNEST Partners
Georgia
$2K
SIAG
342
Safeguard Investment Advisory Group
California
$2K +$2.14K +25 New
FTDI
343
First Trust Direct Indexing
Massachusetts
$2K +$2.31K +27 New
BCWM
344
Bartlett & Co Wealth Management
Ohio
$1.47K +$1.46K +17 New
AIM
345
Anchor Investment Management
South Carolina
$1.06K
HI
346
Hudock Inc
Pennsylvania
$1K -$1.97K -23 -51%
TFA
347
Transamerica Financial Advisors
Florida
$1K +$856 +10 New
BC
348
Bartlett & Co
Ohio
$1K +$1.46K +17 New
LWM
349
Liberty Wealth Management
California
$1K +$1.63K +19 New
Arrowstreet Capital
350
Arrowstreet Capital
Massachusetts
-$42M -499,517 Closed