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Thomson Reuters
TRI

Overview Fund Activity

363 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, 120 increasing their positions, 126 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
+16
Holders Change %
+4.61%
% 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
120
Reduced
126
Closed
29
Calls
$84.9M
Puts
$24M
Net Calls
+$61M
Net Calls Change
+$71.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$433M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$180M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$388M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$494M
5
Two Sigma Investments
Two Sigma Investments
New York
$58.3M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$168M
2
Canada Life
Canada Life
Manitoba, Canada
$23.3M
3
AII
AGF Investments Inc
Ontario, Canada
$35.1M
4
Citadel Advisors
Citadel Advisors
Florida
$25.2M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$92.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
326
Steward Partners Investment Advisory
New York
$14.3K – – –
TSW
327
Thompson Siegel & Walmsley
Virginia
$14K – – –
HIA
328
Harbor Investment Advisory
Maryland
$13K – – –
NFG
329
Next Financial Group
Texas
$13K +$91 +1 +0.7%
HWA
330
HHM Wealth Advisors
Tennessee
$12K – – –
HCP
331
Hexagon Capital Partners
Arkansas
$12K – – –
AF
332
Allworth Financial
California
$11K – – –
DWP
333
Destiny Wealth Partners
Florida
$9K -$16.5K -182 -65%
AWA
334
Arkadios Wealth Advisors
Georgia
$9K +$9K +108 New
MGIM
335
M&G Investment Management
United Kingdom
$8.17K +$126 +1,393 +2%
VFA
336
Valeo Financial Advisors
Indiana
$8K – – –
AF
337
Arrow Financial
New York
$8K – – –
FHA
338
First Horizon Advisors
Tennessee
$8K – – –
VCM
339
Versant Capital Management
Arizona
$8K – – –
TAIM
340
TD Ameritrade Investment Management
Nebraska
$7K – – –
LWA
341
Lenox Wealth Advisors
New York
$6K – – –
LWANC
342
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K – – –
JWA
343
JFS Wealth Advisors
Pennsylvania
$5K – – –
PFA
344
Professional Financial Advisors
Nebraska
$5K – – –
CWP
345
Concord Wealth Partners
Virginia
$5K +$5K +50 New
WLPWM
346
Walled Lake Planning & Wealth Management
Illinois
$4K – – –
MWP
347
Meridian Wealth Partners
Pennsylvania
$4K +$4K +46 New
TFO
348
Tarbox Family Office
California
$3K – – –
SBL
349
Sargent Bickham Lagudis
Colorado
$3K – – –
CAC
350
Certified Advisory Corp
Florida
$3K +$3K +30 New
12 13
14
15 16