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Thomson Reuters

303 hedge funds and large institutions have $5.27B invested in Thomson Reuters in 2018 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 83 increasing their positions, 144 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.62% less ownership

Funds ownership: 21.34%20.72% (-0.62%)

6% less funds holding

Funds holding: 323303 (-20)

23% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 81

34% less capital invested

Capital invested by funds: $7.95B → $5.27B (-$2.68B)

42% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 144

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

54% less call options, than puts

Call options by funds: $32.3M | Put options by funds: $70.4M

Holders
303
Holders Change
-20
Holders Change %
-6.19%
% of All Funds
6.75%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
62
Increased
83
Reduced
144
Closed
81
Calls
$32.3M
Puts
$70.4M
Net Calls
-$38.2M
Net Calls Change
-$86.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
176
Brandywine Oak Private Wealth
Pennsylvania
$325K +$343K +6,398 New
CCA
177
Checchi Capital Advisers
California
$324K -$3.97K -74 -1%
IPW
178
Inlet Private Wealth
Florida
$319K +$336K +6,273 New
BDWM
179
Brewin Dolphin Wealth Management
Ireland
$319K +$336K +6,264 New
DTL
180
Dynamic Technology Lab
Singapore
$304K +$319K +5,960 New
CA
181
Cetera Advisors
Colorado
$302K +$45.6K +850 +17%
WAM
182
Weiss Asset Management
Massachusetts
$299K +$315K +5,873 New
First Manhattan
183
First Manhattan
New York
$282K -$146K -2,718 -33%
CSS
184
Cubist Systematic Strategies
Connecticut
$278K -$964K -17,982 -77%
DADC
185
D.A. Davidson & Co
Montana
$274K -$18.8K -351 -6%
CCT
186
Country Club Trust
Missouri
$272K -$154K -2,880 -35%
Lido Advisors
187
Lido Advisors
California
$271K +$286K +5,333 New
Creative Planning
188
Creative Planning
Kansas
$264K +$5.31K +99 +2%
RJT
189
Raymond James Trust
Florida
$253K -$77.3K -1,442 -22%
Stifel Financial
190
Stifel Financial
Missouri
$252K -$72.6K -1,354 -21%
US Bancorp
191
US Bancorp
Minnesota
$252K +$45.6K +850 +21%
BFS
192
Bradley Foster & Sargent
Connecticut
$250K +$263K +4,915 New
C
193
Cerebellum
California
$244K +$65.1K +1,214 +34%
Commonwealth Equity Services
194
Commonwealth Equity Services
Massachusetts
$243K -$12.2K -228 -5%
WSCM
195
Wellington Shields Capital Management
New York
$241K
HW
196
Hancock Whitney
Mississippi
$239K -$189K -3,533 -43%
CFB
197
Cullen/Frost Bankers
Texas
$238K +$4.45K +83 +2%
JMPWA
198
JP Morgan Private Wealth Advisors
California
$223K -$306K -5,702 -56%
LWAC
199
Laurel Wealth Advisors (California)
California
$219K
LTFS
200
Ladenburg Thalmann Financial Services
Florida
$216K -$12.3K -230 -5%