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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
Mackenzie Financial
Ontario, Canada
$773M
2
Citadel Advisors
Citadel Advisors
Florida
$64.4M
3
BCIM
British Columbia Investment Management
British Columbia, Canada
$53.4M
4
AII
AGF Investments Inc
Ontario, Canada
$102M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$615M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$460M
2
UBS AM
UBS AM
Illinois
$3.59M
3
Fidelity International
Fidelity International
Bermuda
$534M
4
JFL
Jarislowsky, Fraser Ltd
Quebec, Canada
$717M
5
TPM
Triasima Portfolio Management
Quebec, Canada
$1.62M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
201
Bayesian Capital Management
New York
$635K -$330K -2,921 -34%
FBFS
202
First Business Financial Services
Wisconsin
$607K – – –
GAM
203
Griffin Asset Management
New York
$591K +$46.8K +414 +9%
ERSOT
204
Employees Retirement System of Texas
Texas
$590K -$636K -5,630 -52%
CCA
205
Checchi Capital Advisers
California
$584K +$7.45K +66 +1%
PP
206
Paloma Partners
Connecticut
$570K -$405K -3,587 -42%
BFS
207
Bradley Foster & Sargent
Connecticut
$564K – – –
SBF
208
Sara-Bay Financial
Florida
$548K -$1.92K -17 -0.3%
Principal Financial Group
209
Principal Financial Group
Iowa
$547K +$547K +4,853 New
WSCM
210
Wellington Shields Capital Management
New York
$543K – – –
CCIA
211
Campbell & Co Investment Adviser
Maryland
$541K +$541K +4,794 New
RWM
212
Ritholtz Wealth Management
New York
$533K -$1.81K -16 -0.3%
WFI
213
West Family Investments
California
$528K – – –
OTPPB
214
Ontario Teachers' Pension Plan Board
Ontario, Canada
$526K +$48.5K +431 +10%
AIM
215
Aigen Investment Management
New York
$513K -$657K -5,831 -56%
VPIM
216
Vanguard Personalized Indexing Management
California
$511K +$151K +1,337 +42%
PP
217
PDT Partners
New York
$503K +$503K +4,456 New
IG
218
ING Group
Netherlands
$500K -$58K -513 -10%
LWAC
219
Laurel Wealth Advisors (California)
California
$496K – – –
MOS
220
MGO One Seven
Ohio
$495K -$15.9K -231 -3%
Lido Advisors
221
Lido Advisors
California
$487K -$80.2K -711 -14%
IWP
222
Icon Wealth Partners
Texas
$484K +$1.92K +17 +0.4%
Creative Planning
223
Creative Planning
Kansas
$478K -$1.92K -17 -0.4%
NIMI
224
Natixis Investment Managers International
France
$477K +$477K +4,232 New
FAFN
225
First Affirmative Financial Network
Colorado
$468K +$6.89K +61 +1%
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9
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