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Thomson Reuters
TRI

Overview Fund Activity

397 hedge funds and large institutions have $11.3B invested in Thomson Reuters in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 121 increasing their positions, 139 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
397
Holders Change
+12
Holders Change %
+3.12%
% of All Funds
6.13%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
62
Increased
121
Reduced
139
Closed
44
Calls
$35.5M
Puts
$58.7M
Net Calls
-$23.2M
Net Calls Change
-$79.8M

Top Buyers

1
UBS AM
UBS AM
Illinois
$141M
2
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$340M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$86.6M
4
HAM
Honeycomb Asset Management
New York
$35.9M
5
ClearBridge Investments
ClearBridge Investments
New York
$267M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$719M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$623M
3
FPP
Findlay Park Partners
United Kingdom
$0
4
BGC
Beutel, Goodman & Co
Ontario, Canada
$0
5
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$869M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
351
IFP Advisors
Florida
$22K – – –
AFS
352
Annapolis Financial Services
Maryland
$20K – – –
WTC
353
WhitTier Trust Company
Nevada
$20K +$13.3K +107 +198%
VRS
354
Virginia Retirement Systems
Virginia
$19.4K +$838 +6,748 +5%
TSW
355
Thompson Siegel & Walmsley
Virginia
$19K – – –
NFG
356
Next Financial Group
Texas
$18K +$1.41K +11 +9%
HWA
357
HHM Wealth Advisors
Tennessee
$17K – – –
EWA
358
EverSource Wealth Advisors
Alabama
$17K +$17K +133 New
FAG
359
Fortitude Advisory Group
Washington
$17K +$17K +138 New
HIA
360
Harbor Investment Advisory
Maryland
$16K – – –
UB
361
UMB Bank
Missouri
$16K +$16K +126 New
RK
362
Rather & Kittrell
Tennessee
$16K +$16K +137 New
SCA
363
Stonebridge Capital Advisors
Minnesota
$15K +$15K +124 New
MPWT
364
MassMutual Private Wealth & Trust
Connecticut
$14K +$8.61K +67 +160%
TSWM
365
Tyler-Stone Wealth Management
Ohio
$14K +$14K +112 New
ADL
366
Asset Dedication LLC
California
$13K – – –
AF
367
Arrow Financial
New York
$11K – – –
LWP
368
Laurel Wealth Planning
Minnesota
$11K – – –
CA
369
CoreCap Advisors
Michigan
$11K +$11K +89 New
GFPC
370
Global Financial Private Client
Florida
$10.8K +$10.8K +87 New
MGIM
371
M&G Investment Management
United Kingdom
$9.57K -$27 -220 -0.3%
LWA
372
Lenox Wealth Advisors
New York
$9K – – –
CFD
373
Creative Financial Designs
Indiana
$9K +$9K +69 New
BIA
374
Bell Investment Advisors
California
$8K -$8.86K -72 -53%
LWANC
375
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K – – –
13 14
15
16 17