TRI icon

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 %
JWA
376
JFS Wealth Advisors
Pennsylvania
$8K +$1.38K +11 +21%
TAIM
377
TD Ameritrade Investment Management
Nebraska
$7K -$3.38K -27 -33%
FPS
378
Fieldpoint Private Securities
Connecticut
$7K – – –
PFA
379
Professional Financial Advisors
Nebraska
$7K – – –
CNBTD
380
Citizens National Bank Trust Department
Mississippi
$6K +$6K +51 New
RWA
381
RGT Wealth Advisors
Texas
$5K +$5K +38 New
TFO
382
Tarbox Family Office
California
$4K – – –
SBL
383
Sargent Bickham Lagudis
Colorado
$4K – – –
PFBT
384
Parkside Financial Bank & Trust
Missouri
$4K +$4K +31 New
EWM
385
Elmwood Wealth Management
California
$4K +$4K +33 New
EARNEST Partners
386
EARNEST Partners
Georgia
$3K – – –
CFGS
387
Concourse Financial Group Securities
Alabama
$2K -$217K -1,626 -99%
CFB
388
Cullen/Frost Bankers
Texas
$2K -$110K -988 -98%
AWMS
389
Advocacy Wealth Management Services
Georgia
$2K – – –
HI
390
Hudock Inc
Pennsylvania
$2K – – –
VCM
391
Versant Capital Management
Arizona
$2K – – –
AAP
392
Arax Advisory Partners
Colorado
$2K +$2K +13 New
KFP
393
KB Financial Partners
New Jersey
$2K +$2K +13 New
FBT
394
First Bank & Trust
South Dakota
$2K +$2K +17 New
CCM
395
Covington Capital Management
California
$2K +$2K +19 New
AIM
396
Anchor Investment Management
South Carolina
$1.56K – – –
FPP
397
Findlay Park Partners
United Kingdom
– -$114M -994,562 Closed
BGC
398
Beutel, Goodman & Co
Ontario, Canada
– -$109M -950,083 Closed
WP
399
Woodline Partners
California
– -$53.7M -468,410 Closed
SVC
400
Strycker View Capital
New York
– -$9.1M -79,410 Closed
14 15
16
17 18