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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
GWS
326
Glassman Wealth Services
Virginia
$15K +$3.65K +41 +35%
SPIA
327
Steward Partners Investment Advisory
New York
$14.3K – – –
TSW
328
Thompson Siegel & Walmsley
Virginia
$14K – – –
HIA
329
Harbor Investment Advisory
Maryland
$13K – – –
NFG
330
Next Financial Group
Texas
$13K – – –
HCP
331
Hexagon Capital Partners
Arkansas
$12K – – –
HWA
332
HHM Wealth Advisors
Tennessee
$12K – – –
AF
333
Allworth Financial
California
$11K – – –
DWP
334
Destiny Wealth Partners
Florida
$9K -$15.9K -179 -65%
AWA
335
Arkadios Wealth Advisors
Georgia
$9K +$9.43K +106 New
MGIM
336
M&G Investment Management
United Kingdom
$8.17K +$122K +1,371 +2%
AF
337
Arrow Financial
New York
$8K – – –
FHA
338
First Horizon Advisors
Tennessee
$8K – – –
VFA
339
Valeo Financial Advisors
Indiana
$8K – – –
VCM
340
Versant Capital Management
Arizona
$8K – – –
TAIM
341
TD Ameritrade Investment Management
Nebraska
$7K – – –
LWANC
342
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
LWA
343
Lenox Wealth Advisors
New York
$6K – – –
JWA
344
JFS Wealth Advisors
Pennsylvania
$5K – – –
PFA
345
Professional Financial Advisors
Nebraska
$5K – – –
CWP
346
Concord Wealth Partners
Virginia
$5K +$4.36K +49 New
WLPWM
347
Walled Lake Planning & Wealth Management
Illinois
$4K – – –
MWP
348
Meridian Wealth Partners
Pennsylvania
$4K +$4.09K +46 New
SBL
349
Sargent Bickham Lagudis
Colorado
$3K – – –
TFO
350
Tarbox Family Office
California
$3K – – –
12 13
14
15 16

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.