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Thomson Reuters
TRI

Overview Fund Activity

396 hedge funds and large institutions have $10.8B invested in Thomson Reuters in 2022 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 113 increasing their positions, 154 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+16
Holders Change %
+4.21%
% of All Funds
6.39%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
62
Increased
113
Reduced
154
Closed
39
Calls
$39.4M
Puts
$76.9M
Net Calls
-$37.5M
Net Calls Change
-$17.4M

Top Buyers

1
WCM Investment Management
WCM Investment Management
California
$203M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$176M
3
Northern Trust
Northern Trust
Illinois
$62.6M
4
SSA
Schonfeld Strategic Advisors
New York
$66.4M
5
GC
Gillson Capital
Illinois
$21.7M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$357M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$669M
3
Millennium Management
Millennium Management
New York
$2.02M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
TGA
TPG GP A
Texas
$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
351
CoreCap Advisors
Michigan
$16.7K +$16.7K +141 New
HNWAG
352
High Net Worth Advisory Group
Florida
$15.9K -$24.4K -206 -61%
SC
353
Stephens Consulting
Michigan
$14.7K -$25K -211 -63%
UB
354
UMB Bank
Missouri
$14K – – –
ASN
355
Advisory Services Network
Georgia
$13K +$13K +110 New
TSWM
356
Tyler-Stone Wealth Management
Ohio
$13K – – –
ADL
357
Asset Dedication LLC
California
$12K – – –
CFGS
358
Concourse Financial Group Securities
Alabama
$11.2K -$267K -2,244 -96%
GFPC
359
Global Financial Private Client
Florida
$10.3K – – –
LWP
360
Laurel Wealth Planning
Minnesota
$10.2K – – –
AF
361
Arrow Financial
New York
$10K – – –
Dimensional Fund Advisors
362
Dimensional Fund Advisors
Texas
$9.89K -$1K -8,486 -9%
BAM
363
Belpointe Asset Management
Nevada
$9.42K +$9.42K +80 New
BIA
364
Bell Investment Advisors
California
$9.01K -$593 -5 -6%
JWA
365
JFS Wealth Advisors
Pennsylvania
$8.67K -$831 -7 -9%
LWANC
366
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.42K – – –
ETC
367
Exchange Traded Concepts
Oklahoma
$7.3K -$4.59K -39 -39%
IGWM
368
ICA Group Wealth Management
Colorado
$7.07K +$7.07K +60 New
GRP
369
Global Retirement Partners
California
$6.53K – – –
CSPIA
370
Cary Street Partners Investment Advisory
Virginia
$6.39K +$6.39K +54 New
SBL
371
Sargent Bickham Lagudis
Colorado
$5.25K – – –
CFD
372
Creative Financial Designs
Indiana
$4.79K – – –
Twin Tree Management
373
Twin Tree Management
Texas
$4.56K +$4.56K +39 New
LFG
374
Larson Financial Group
Missouri
$4.22K – – –
EARNEST Partners
375
EARNEST Partners
Georgia
$4.02K – – –
13 14
15
16 17