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Thomson Reuters
TRI

Overview Fund Activity

385 hedge funds and large institutions have $11.9B invested in Thomson Reuters in 2021 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 125 increasing their positions, 137 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
385
Holders Change
+15
Holders Change %
+4.05%
% of All Funds
6.76%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
46
Increased
125
Reduced
137
Closed
27
Calls
$84.9M
Puts
$28.3M
Net Calls
+$56.5M
Net Calls Change
-$20.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$693M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$235M
3
Citadel Advisors
Citadel Advisors
Florida
$46.2M
4
MSV
MN Services Vermogensbeheer
Netherlands
$39M
5
Goldman Sachs
Goldman Sachs
New York
$90.8M

Top Sellers

1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$518M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$759M
3
BGC
Beutel, Goodman & Co
Ontario, Canada
$109M
4
Two Sigma Investments
Two Sigma Investments
New York
$2.88M
5
JCM
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
326
Spire Wealth Management
Virginia
$47K – – –
OSNBOA
327
Old Second National Bank of Aurora
Illinois
$45K – – –
BWP
328
Baldwin Wealth Partners
Massachusetts
$44K – – –
BWA
329
BDO Wealth Advisors
Florida
$44K – – –
SOW
330
State of Wyoming
Wyoming
$42K -$148K -1,289 -78%
JCM
331
Jacobi Capital Management
Pennsylvania
$40K – – –
COCM
332
Charter Oak Capital Management
New Hampshire
$38K – – –
ZB
333
Zions Bancorporation
Utah
$37K -$916 -8 -2%
WBC
334
West Branch Capital
Massachusetts
$34K – – –
AWA
335
Arkadios Wealth Advisors
Georgia
$33K +$20.8K +185 +171%
DWP
336
Destiny Wealth Partners
Florida
$32K +$32K +281 New
SIM
337
Sonora Investment Management
Arizona
$31K – – –
CBT
338
CoreFirst Bank & Trust
Kansas
$30K -$6.69K -58 -18%
CTC
339
Central Trust Company
Missouri
$30K – – –
FF
340
FourThought Financial
Florida
$30K – – –
TFIPS
341
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.5K +$27.5K +241 New
ETC
342
Exchange Traded Concepts
Oklahoma
$26K -$1.93K -17 -7%
RBC
343
Roble Belko & Company
Pennsylvania
$25K – – –
PCG
344
Private Capital Group
Connecticut
$23K -$25.8K -227 -53%
GWS
345
Glassman Wealth Services
Virginia
$23K – – –
AWM
346
Avondale Wealth Management
Texas
$23K – – –
CFA
347
Carroll Financial Associates
North Carolina
$21K – – –
IA
348
IFP Advisors
Florida
$21K – – –
AFS
349
Annapolis Financial Services
Maryland
$19K – – –
TSW
350
Thompson Siegel & Walmsley
Virginia
$18K – – –
12 13
14
15 16