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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 %
MAM
351
Meeder Asset Management
Ohio
$11K +$11K +98 New
AF
352
Arrow Financial
New York
$10K – – –
LWP
353
Laurel Wealth Planning
Minnesota
$10K – – –
JWA
354
JFS Wealth Advisors
Pennsylvania
$10K +$2.73K +24 +38%
CFGS
355
Concourse Financial Group Securities
Alabama
$10K +$8.32K +74 +493%
GFPC
356
Global Financial Private Client
Florida
$9.72K – – –
SCA
357
Stonebridge Capital Advisors
Minnesota
$9K -$4.45K -41 -33%
MGIM
358
M&G Investment Management
United Kingdom
$8.71K -$5 -42 -0.1%
LWA
359
Lenox Wealth Advisors
New York
$8K – – –
NL
360
NVWM LLC
Pennsylvania
$8K +$8K +73 New
LWANC
361
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
CCM
362
Covington Capital Management
California
$7K +$5.02K +48 +253%
MPWT
363
MassMutual Private Wealth & Trust
Connecticut
$6K -$5.68K -53 -49%
PFA
364
Professional Financial Advisors
Nebraska
$6K – – –
FPS
365
Fieldpoint Private Securities
Connecticut
$6K – – –
TAIM
366
TD Ameritrade Investment Management
Nebraska
$6K +$105 +1 +2%
CNBTD
367
Citizens National Bank Trust Department
Mississippi
$5K – – –
GRP
368
Global Retirement Partners
California
$5K +$5K +48 New
TFO
369
Tarbox Family Office
California
$4K – – –
PFBT
370
Parkside Financial Bank & Trust
Missouri
$3K – – –
EARNEST Partners
371
EARNEST Partners
Georgia
$3K – – –
SBL
372
Sargent Bickham Lagudis
Colorado
$3K – – –
CFB
373
Cullen/Frost Bankers
Texas
$2K – – –
AWMS
374
Advocacy Wealth Management Services
Georgia
$2K – – –
FBT
375
First Bank & Trust
South Dakota
$2K – – –
13 14
15
16 17