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Thomson Reuters

387 hedge funds and large institutions have $11.9B invested in Thomson Reuters in 2021 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 125 increasing their positions, 137 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more call options, than puts

Call options by funds: $84.9M | Put options by funds: $28.3M

74% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 27

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

7% more capital invested

Capital invested by funds: $11.1B → $11.9B (+$757M)

4% more funds holding

Funds holding: 371387 (+16)

0.92% less ownership

Funds ownership: 21.12%20.2% (-0.92%)

9% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 137

Holders
387
Holders Change
+16
Holders Change %
+4.31%
% of All Funds
6.78%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
47
Increased
125
Reduced
137
Closed
27
Calls
$84.9M
Puts
$28.3M
Net Calls
+$56.5M
Net Calls Change
-$20.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
326
Consolidated Planning Corp
Georgia
$49K +$48.7K +418 New
GAM
327
Gemmer Asset Management
California
$47K
SWM
328
Spire Wealth Management
Virginia
$47K
OSNBOA
329
Old Second National Bank of Aurora
Illinois
$45K
BWP
330
Baldwin Wealth Partners
Massachusetts
$44K
BWA
331
BDO Wealth Advisors
Florida
$44K
SOW
332
State of Wyoming
Wyoming
$42K -$148K -1,269 -78%
JCM
333
Jacobi Capital Management
Pennsylvania
$40K
COCM
334
Charter Oak Capital Management
New Hampshire
$38K
ZB
335
Zions Bancorporation
Utah
$37K -$932 -8 -2%
WBC
336
West Branch Capital
Massachusetts
$34K
AWA
337
Arkadios Wealth Advisors
Georgia
$33K +$21.3K +183 +173%
DWP
338
Destiny Wealth Partners
Florida
$32K +$32.3K +277 New
SIM
339
Sonora Investment Management
Arizona
$31K
CBT
340
CoreFirst Bank & Trust
Kansas
$30K -$6.64K -57 -18%
CTC
341
Central Trust Company
Missouri
$30K
FF
342
FourThought Financial
Florida
$30K
TFIPS
343
Towarzystwo Funduszy Inwestycyjnych PZU SA
$27.5K +$27.6K +237 New
ETC
344
Exchange Traded Concepts
Oklahoma
$26K -$1.86K -16 -7%
RBC
345
Roble Belko & Company
Pennsylvania
$25K
PCG
346
Private Capital Group
Connecticut
$23K -$26K -223 -53%
AWM
347
Avondale Wealth Management
Texas
$23K
GWS
348
Glassman Wealth Services
Virginia
$23K
CFA
349
Carroll Financial Associates
North Carolina
$21K
IA
350
IFP Advisors
Florida
$21K