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Thomson Reuters
TRI

Overview Fund Activity

347 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
Holders
347
Holders Change
+29
Holders Change %
+9.12%
% 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

Top Buyers

1
TGHSA
TPG Group Holdings (SBS) Advisors
Texas
$250M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$396M
3
FPP
Findlay Park Partners
United Kingdom
$81.9M
4
Citadel Advisors
Citadel Advisors
Florida
$45.5M
5
AII
AGF Investments Inc
Ontario, Canada
$65.6M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$46.5M
2
Fidelity International
Fidelity International
Bermuda
$625M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.3B
5
GC
Guardian Capital
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FHA
326
First Horizon Advisors
Tennessee
$7K – – –
VFA
327
Valeo Financial Advisors
Indiana
$7K – – –
LWA
328
Lenox Wealth Advisors
New York
$6K – – –
CHC
329
City Holding Co
West Virginia
$6K – – –
TCOV
330
Trust Company of Vermont
Vermont
$6K +$6K +67 New
JWA
331
JFS Wealth Advisors
Pennsylvania
$5K – – –
PFA
332
Professional Financial Advisors
Nebraska
$5K – – –
LWANC
333
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K +$5K +63 New
OC
334
Oakworth Capital
Alabama
$4K – – –
WLPWM
335
Walled Lake Planning & Wealth Management
Illinois
$4K – – –
BlackRock
336
BlackRock
New York
$3K -$154 -2 -5%
TFO
337
Tarbox Family Office
California
$3K – – –
SBL
338
Sargent Bickham Lagudis
Colorado
$3K – – –
MPWT
339
MassMutual Private Wealth & Trust
Connecticut
$3K +$3K +40 New
EARNEST Partners
340
EARNEST Partners
Georgia
$2K – – –
SIAG
341
Safeguard Investment Advisory Group
California
$2K +$2K +25 New
FTDI
342
First Trust Direct Indexing
Massachusetts
$2K +$2K +27 New
BCWM
343
Bartlett & Co Wealth Management
Ohio
$1.47K +$1.47K +17 New
AIM
344
Anchor Investment Management
South Carolina
$1.07K – – –
HI
345
Hudock Inc
Pennsylvania
$1K -$1.05K -23 -51%
TFA
346
Transamerica Financial Advisors
Florida
$1K +$1K +11 New
BC
347
Bartlett & Co
Ohio
$1K +$1K +17 New
LWM
348
Liberty Wealth Management
California
$1K +$1K +19 New
Arrowstreet Capital
349
Arrowstreet Capital
Massachusetts
– -$42M -507,351 Closed
GC
350
Guardian Capital
Ontario, Canada
– -$34.8M -422,249 Closed
12 13
14
15 16