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Thomson Reuters
TRI

Overview Fund Activity

383 hedge funds and large institutions have $11B invested in Thomson Reuters in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 119 increasing their positions, 151 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
383
Holders Change
-14
Holders Change %
-3.53%
% of All Funds
6.06%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
40
Increased
119
Reduced
151
Closed
48
Calls
$32.3M
Puts
$37.2M
Net Calls
-$4.91M
Net Calls Change
+$18.3M

Top Buyers

1
Mackenzie Financial
1
Mackenzie Financial
Ontario, Canada
$773M
2
Citadel Advisors
2
Citadel Advisors
Florida
$64.4M
3
BCIM
3
British Columbia Investment Management
British Columbia, Canada
$53.4M
4
AII
4
AGF Investments Inc
Ontario, Canada
$102M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$615M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$460M
2
UBS AM
2
UBS AM
Illinois
$3.59M
3
Fidelity International
3
Fidelity International
Bermuda
$534M
4
JFL
4
Jarislowsky, Fraser Ltd
Quebec, Canada
$717M
5
TPM
5
Triasima Portfolio Management
Quebec, Canada
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
326
Stephens Consulting
Michigan
$37.9K – – –
COCM
327
Charter Oak Capital Management
New Hampshire
$37K – – –
MCC
328
Money Concepts Capital
Florida
$32K +$32K +284 New
CTC
329
Central Trust Company
Missouri
$30K – – –
AF
330
Allworth Financial
California
$28K – – –
ETC
331
Exchange Traded Concepts
Oklahoma
$26K -$114 -1 -0.4%
RBC
332
Roble Belko & Company
Pennsylvania
$24K – – –
GWS
333
Glassman Wealth Services
Virginia
$23K -$5.05K -45 -18%
DWP
334
Destiny Wealth Partners
Florida
$21K -$11.4K -99 -35%
AFS
335
Annapolis Financial Services
Maryland
$19K – – –
SC
336
Siena Capital
Ohio
$19K +$19K +172 New
WTC
337
WhitTier Trust Company
Nevada
$18K – – –
TSW
338
Thompson Siegel & Walmsley
Virginia
$18K – – –
QC
339
Quent Capital
New York
$17K +$17K +150 New
FAG
340
Fortitude Advisory Group
Washington
$16K – – –
HIA
341
Harbor Investment Advisory
Maryland
$15K – – –
HWA
342
HHM Wealth Advisors
Tennessee
$15K – – –
IA
343
IFP Advisors
Florida
$15K +$5.59K +107 +59%
HIM
344
Hillsdale Investment Management
Ontario, Canada
$14K -$136K -1,215 -91%
UB
345
UMB Bank
Missouri
$14K – – –
TWM
346
Tradition Wealth Management
Minnesota
$14K +$14K +124 New
TSWM
347
Tyler-Stone Wealth Management
Ohio
$13K – – –
EWA
348
EverSource Wealth Advisors
Alabama
$12K -$2.51K -23 -17%
ADL
349
Asset Dedication LLC
California
$12K – – –
CFD
350
Creative Financial Designs
Indiana
$12K +$4.47K +41 +59%
12 13
14
15 16