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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
AFS
351
Annapolis Financial Services
Maryland
$19K
TSW
352
Thompson Siegel & Walmsley
Virginia
$18K
HWA
353
HHM Wealth Advisors
Tennessee
$16K
BIA
354
Bell Investment Advisors
California
$16K +$15.7K +135 New
NFG
355
Next Financial Group
Texas
$15K -$1.05K -9 -7%
HIA
356
Harbor Investment Advisory
Maryland
$15K
KIG
357
Kowal Investment Group
Wisconsin
$15K +$15.5K +133 New
AF
358
Allworth Financial
California
$13K +$233 +2 +2%
LWM
359
Liberty Wealth Management
California
$13K +$9.44K +81 +261%
ADL
360
Asset Dedication LLC
California
$12K +$11.9K +102 New
PFGIA
361
Patriot Financial Group Insurance Agency
Massachusetts
$11K
TRCT
362
Tower Research Capital (TRC)
New York
$11K +$2.91K +25 +34%
AF
363
Arrow Financial
New York
$10K
LWP
364
Laurel Wealth Planning
Minnesota
$10K +$9.79K +84 New
HCP
365
Hexagon Capital Partners
Arkansas
$9K -$6.99K -60 -43%
MGIM
366
M&G Investment Management
United Kingdom
$8.87K -$1.54M -13,206 -15%
LWA
367
Lenox Wealth Advisors
New York
$8K
HIM
368
Hillsdale Investment Management
Ontario, Canada
$7K -$4.43K -38 -40%
LWANC
369
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K
TAIM
370
TD Ameritrade Investment Management
Nebraska
$7K +$3.38K +29 +55%
JWA
371
JFS Wealth Advisors
Pennsylvania
$6K
PFA
372
Professional Financial Advisors
Nebraska
$6K
BCA
373
Berman Capital Advisors
Georgia
$6K +$2.1K +18 +49%
FPS
374
Fieldpoint Private Securities
Connecticut
$6K +$6.18K +53 New
WTC
375
WhitTier Trust Company
Nevada
$6K +$6.18K +53 New