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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
CAC
351
Certified Advisory Corp
Florida
$3K +$2.58K +29 New
EWM
352
Elmwood Wealth Management
California
$3K +$2.85K +32 New
WAP
353
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.94K +33 New
CFB
354
Cullen/Frost Bankers
Texas
$2K -$8.45K -95 -84%
EARNEST Partners
355
EARNEST Partners
Georgia
$2K – – –
HI
356
Hudock Inc
Pennsylvania
$2K – – –
BCA
357
Berman Capital Advisors
Georgia
$2K +$2.67K +30 New
AIM
358
Anchor Investment Management
South Carolina
$1.14K – – –
MPWT
359
MassMutual Private Wealth & Trust
Connecticut
$1K -$2.67K -30 -77%
TFA
360
Transamerica Financial Advisors
Florida
$1K -$89 -1 -10%
LWM
361
Liberty Wealth Management
California
$1K – – –
EP
362
Eudaimonia Partners
Tennessee
$1K +$1.42K +16 New
Nisa Investment Advisors
363
Nisa Investment Advisors
Missouri
$647 – – –
BBHC
364
Brown Brothers Harriman & Co
New York
$9 – – –
LC
365
Lunia Capital
Texas
– -$10.1M -117,129 Closed
SVC
366
Strycker View Capital
New York
– -$7.56M -87,651 Closed
Mitsubishi UFJ Trust & Banking
367
Mitsubishi UFJ Trust & Banking
Japan
– -$4.39M -51,001 Closed
IMCOOI
368
Investment Management Corp of Ontario (IMCO)
Canada
– -$4.04M -46,861 Closed
DWA
369
Dorsey Wright & Associates
California
– -$3.05M -35,399 Closed
CCP
370
Corient Capital Partners
California
– -$2.36M -27,313 Closed
KAS
371
Kestra Advisory Services
Texas
– -$1.52M -17,622 Closed
AI
372
Atria Investments
North Carolina
– -$1.09M -12,669 Closed
N
373
Natixis
France
– -$1.08M -12,497 Closed
PP
374
PDT Partners
New York
– -$905K -10,490 Closed
Bessemer Group
375
Bessemer Group
New Jersey
– -$641K -7,202 Closed
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.