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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 %
HWA
351
HHM Wealth Advisors
Tennessee
$16K – – –
BIA
352
Bell Investment Advisors
California
$16K +$16K +137 New
NFG
353
Next Financial Group
Texas
$15K -$1.05K -9 -7%
HIA
354
Harbor Investment Advisory
Maryland
$15K – – –
KIG
355
Kowal Investment Group
Wisconsin
$15K +$15K +135 New
AF
356
Allworth Financial
California
$13K +$220 +2 +2%
LWM
357
Liberty Wealth Management
California
$13K +$9.35K +82 +256%
ADL
358
Asset Dedication LLC
California
$12K +$12K +104 New
PFGIA
359
Patriot Financial Group Insurance Agency
Massachusetts
$11K – – –
TRCT
360
Tower Research Capital (TRC)
New York
$11K +$2.78K +25 +34%
AF
361
Arrow Financial
New York
$10K – – –
LWP
362
Laurel Wealth Planning
Minnesota
$10K +$10K +86 New
HCP
363
Hexagon Capital Partners
Arkansas
$9K -$6.89K -62 -43%
MGIM
364
M&G Investment Management
United Kingdom
$8.87K -$1.54K -13,414 -15%
LWA
365
Lenox Wealth Advisors
New York
$8K – – –
HIM
366
Hillsdale Investment Management
Ontario, Canada
$7K -$4.59K -38 -40%
LWANC
367
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
TAIM
368
TD Ameritrade Investment Management
Nebraska
$7K +$2.45K +29 +54%
PFA
369
Professional Financial Advisors
Nebraska
$6K – – –
JWA
370
JFS Wealth Advisors
Pennsylvania
$6K – – –
BCA
371
Berman Capital Advisors
Georgia
$6K +$1.93K +18 +47%
FPS
372
Fieldpoint Private Securities
Connecticut
$6K +$6K +54 New
WTC
373
WhitTier Trust Company
Nevada
$6K +$6K +54 New
MPWT
374
MassMutual Private Wealth & Trust
Connecticut
$5K +$1.19K +10 +31%
TFO
375
Tarbox Family Office
California
$4K – – –
13 14
15
16 17