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Thomson Reuters
TRI

364 hedge funds and large institutions have $9.62B invested in Thomson Reuters in 2021 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 119 increasing their positions, 127 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more call options, than puts

Call options by funds: $84.9M | Put options by funds: $24M

62% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 29

15% more capital invested

Capital invested by funds: $8.39B → $9.62B (+$1.22B)

5% more funds holding

Funds holding: 348 → 364 (+16)

1.49% more ownership

Funds ownership: 19.21% → 20.71% (+1.5%)

6% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 127

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
364
Holders Change
+16
Holders Change %
+4.6%
% of All Funds
6.39%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
47
Increased
119
Reduced
127
Closed
29
Calls
$84.9M
Puts
$24M
Net Calls
+$61M
Net Calls Change
+$71.2M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$370M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$173M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$123M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$66.6M
5
Two Sigma Investments
Two Sigma Investments
New York
+$56.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$165M
2
Canada Life
Canada Life
Manitoba, Canada
-$63.5M
3
AII
AGF Investments Inc
Ontario, Canada
-$33.9M
4
Citadel Advisors
Citadel Advisors
Florida
-$22.6M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$21.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
376
VOYA Investment Management
Georgia
– -$511K -5,931 Closed
Squarepoint
377
Squarepoint
New York
– -$442K -5,128 Closed
VFA
378
Voya Financial Advisors
Connecticut
– -$443K -5,128 Closed
SBF
379
Sara-Bay Financial
Florida
– -$422K -4,892 Closed
BRWA
380
B. Riley Wealth Advisors
Florida
– -$364K -4,200 Closed
VAS
381
Vestmark Advisory Solutions
Massachusetts
– -$243K -2,817 Closed
H
382
Hexavest
Quebec, Canada
– -$122K -1,410 Closed
RPWA
383
Regent Peak Wealth Advisors
Georgia
– -$63K -725 Closed
DWM
384
Defined Wealth Management
Oregon
– -$47K -541 Closed
ASN
385
Advisory Services Network
Georgia
– -$34K -400 Closed
PWM
386
Perigon Wealth Management
California
– -$26K -297 Closed
CHC
387
City Holding Co
West Virginia
– -$6K -74 Closed
TCOV
388
Trust Company of Vermont
Vermont
– -$6K -66 Closed
OC
389
Oakworth Capital
Alabama
– -$4K -42 Closed
FTDI
390
First Trust Direct Indexing
Massachusetts
– -$2K -27 Closed
SIAG
391
Safeguard Investment Advisory Group
California
– -$2K -25 Closed
BC
392
Bartlett & Co
Ohio
– -$1K -17 Closed
BCWM
393
Bartlett & Co Wealth Management
Ohio
– -$1.47K -17 Closed
12 13 14 15
16

TRI Hedge Fund Activity: Q1 2021 in Review

364 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Thomson Reuters (TRI) for Q1 2021, worth a combined $9.62B — up 15% from $8.39B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new TRI positions and 29 closed out — a net gain of 18 holders — while 119 added to existing stakes and 127 trimmed.

The largest buyer was Vanguard Group, adding an estimated $370M. The largest seller was Bank of America, cutting an estimated $165M.

  • 364 institutional investors held Thomson Reuters (TRI) as of Q1 2021, up from 348 in Q4 2020.
  • Funds reported $9.62B of Thomson Reuters stock for Q1 2021, up 15% quarter-over-quarter.
  • 47 funds opened new Thomson Reuters positions in Q1 2021 and 29 closed out, a net change of +18 holders.
  • The largest Thomson Reuters buyer in Q1 2021 was Vanguard Group, an estimated $370M added.
  • The largest Thomson Reuters seller in Q1 2021 was Bank of America, an estimated $165M sold.

Based on aggregated 13F filings for Q1 2021.